Deals & People

AllianceBernstein LP, a global investment management firm, announced that Roberta Matheny has joined the firm as vice president and senior client service officer.

Financial adviser Erik Swenson, president of Retirement Plan Solutions, has affiliated with Pensionmark Retirement Group, creating RPS Pensionmark.

Great-West has reached an agreement to acquire the J.P. Morgan Retirement Plan Services large-market recordkeeping business, which has $167 billion in plan assets across 200 plan sponsor clients...

Stephen Birmingham joined Taylor Investment Counselors as executive vice president, director of business development.

Scott Schaerer joined Pentegra Retirement Services as a regional director in charge of qualified plan sales and business development on the West Coast.

J. Scott Davison will begin serving as chief executive officer for the companies of OneAmerica on April 1.

Rob Corlito joined the retirement plan services division at Sapers & Wallack, an employee benefits and financial services consulting firm in Newton, Massachusetts.

Lincoln Financial Group appointed Sean Duncan as an institutional business development director within the firm’s retirement plan services business.

Professional services and consulting firm Towers Watson named Steve Carlson as head of investments for the Americas region.

MetLife, Inc. appointed Wayne Daniel as vice president for U.S. pensions within the firm's corporate benefit funding division.

Lincoln Financial Distributors, part of the Lincoln Financial Group, has named George Manning and Michael Rinaldi as regional sales directors for its intermediary retirement plan sales force.

Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine the retirement businesses of both subsidiary companies.

Standard Retirement Services Inc., known as The Standard, reached a partnership agreement with M Financial Group for the development and distribution of qualified retirement plan services.

Shane E. Conlon has joined Sibson Consulting as a vice president and senior retirement consultant.

Ross Brown joined retirement plan services and consulting firm Verisight Inc. as a senior vice president of institutional sales.

Richard Staves, an investment adviser representative from Cherry Creek Wealth Management Inc., has affiliated with Redhawk Wealth Advisors for wealth management and retirement plan services.

Prudential Retirement named Srinivas Reddy to a newly created role overseeing investments for its full service business.

National Financial Partners Corp., known as NFP, acquired the San Diego-based Washington Wealth Management LLC.

Jeff Gratton, a managing director at the independent retirement advisory firm SageView, has been promoted to the role of chief marketing officer.

Chris Basse joined Cornerstone Retirement Advisors as a client relationship manager tasked with supervising and improving overall customer experiences for firm clients.