Deals & People

VALIC, a retirement plan services provider, has integrated LPL Financial’s Worksite Financial Solutions platform into its suite of offerings.

The Segal Group revealed plans to expand the firm’s defined contribution (DC) retirement plan services staff.

Andrew Duren joined UBS Wealth Management Americas as head of institutional consulting and retirement program administration and operations.

Margaret (Peggy) Santhouse joined John Hancock Retirement Plan Services as vice president of national accounts for mid-market distribution relationships.

Plan Administrators, Inc. (PAi), headquartered in Green Bay, Wisconsin, will open its second office in Sioux Falls, South Dakota, on May 5.

Goldman Sachs Asset Management (GSAM) has entered into an agreement to acquire Westpeak Global Advisors, a provider of smart beta solutions.

White Oak Advisors has named Rick Bindler as practice leader and lead consultant for its new Chicago office.

BNY Mellon Investment Management hired Ryland Pruett as national sales manager for The Dreyfus Corporation, a division of BNY Mellon providing mutual funds and separate account services.

Baring Asset Management added two new hires to its executive sales and client service staff.

Jon Chambers and Tina Chambers joined SageView in the roles of managing director and senior retirement plan consultant, respectively.

Adam Craig joined INTECH Investment Management as a managing director of consultant relations.

Kimberly Mustin joined BNY Mellon Investment Management as head of North American distribution.

The Retirement Services Division of Massachusetts Mutual Life Insurance Company announced changes to its senior management team.

Deloitte and Penbridge Advisors have established a strategic alliance to provide sponsors of U.S. defined benefit pension plans with pension risk transfer (PRT) advisory services.

LPL Financial appointed long-time executive William Morrissey as managing director of independent adviser services.

Financial services provider TIAA-CREF announced an agreement to acquire Nuveen Investments, a diversified investment management company.

CUNA Mutual Retirement Solutions named eight regional sales consultants as part of the firm’s effort to expand its intermediary sales footprint.

Morrie Symson and David Mizrahi joined independent hybrid registered investment adviser (RIA) firm Washington Wealth Management (WWM).

Pensionmark Retirement Group added a new affiliate office location in Westlake, California, under the firm’s Advisor Support Program.

Carmela Elco joined the Chicago-based institutional retirement and investment consulting firm Blue Prairie Group as an affiliated retirement consultant and office leader.