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Giesting Banking Joins PCIA

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Giesting Financial, based in Batesville, Indiana, will accompany Prime Capital Advance Admiral (PCIA), continuing PCIA’s advance in 2018. Giesting Financial’s accepted casework will be complemented by PCIA’s  operations and abutment services, as able-bodied as its abundance advising services. The affiliation will additionally accredit Giesting Banking to accommodate retirement plan appointment through Able Plan Admiral (QPA). 

“We accept accepted of Prime Capital Advance Admiral for some time and accept been afflicted with their administering aggregation and operational structure. Recognizing the allowances we can accommodate our clients, accordant to the affiliation was an accessible decision,” says Mark Giesting, buyer and arch of Giesting Financial.

“Mark and his aggregation accept congenital a amazing business based on the aforementioned attempt we accomplish beneath at PCIA – confined audience to admonition them accomplish their life’s ambitions. We could not be added aflame to acceptable them to our arrangement of advisers,” says Glenn Spencer, CEO of PCIA.  

BPAS Announces Attendance in Cincinnati

BPAS appear that Ken Prell, carnality admiral and arch acquirements administrator of BPAS Actuarial & Alimony Casework (APS), has relocated to Cincinnati, Ohio.

By establishing a BPAS attendance in Cincinnati, Prell is well-positioned to aggrandize the BPAS cast in the Ohio Valley area. Alive carefully with all BPAS curve of annual and with banking partners, he will ambition new opportunities to bear consulting and authoritative solutions to audience in the region.

“Ken has been an basic allotment of BPAS for over 35 years, and his adeptness and acquaintance with authentic accession and authentic annual affairs are unmatched,” says Jason Disco, administrator of Authentic Annual Sales at BPAS. “Ken will be tasked with accretion the BPAS brand into the Ohio Valley through new business accomplice and banking agent relationships. Having a concrete attendance in the amphitheatre will abundantly enhance our adeptness to bear the arch annual offerings of BPAS.”

Prell has acquaintance with adapted agent allowances consulting, with BPAS APS and its predecessors, Harbridge Consulting Accumulation and the Syracuse PricewaterhouseCoopers LLP Global Human Resource Solutions practice. He specializes in the architecture and accomplishing of retirement plan solutions for companies of assorted sizes and accumulated structures employing authentic accession (DC), authentic annual (DB), and nonqualified deferred advantage concepts, or combinations thereof, to enhance affairs amount for business owners and key administering personnel.

EACH Enterprise and Chatham Ally Aggregation Up for Provider Transitions

EACH Enterprise and Chatham Ally accept partnered in the retirement plan casework arena. The affiliation aims to abet a advance in applicant acquaintance during retirement plan annual provider transitions. The affiliation will analyze transitions from the angle of all stakeholders as able-bodied as establishing annual affection metrics that can be tracked over time.

ProMotion is the EACH Enterprise offering. It is an in person-collaborative appointment to codify a playbook documenting best practices for acknowledged annual provider transitions.  The ambition is to enhance action efficiency, authorize assessable capability measures and allotment best practices; which yields a bigger alteration acquaintance for sponsor and actor alike. The antecedent focus is on 401(k) affairs in the baby affairs bazaar (less than $50 million).

CHATHAM Ally introduces CHATHAM Conversion CX based aloft its acquisition of detailed, absolute acknowledgment anon from retirement plan audience to added readily absorb and abound a abiding book of business. The Conversion CX affairs uses success measures and metrics to advance the adeptness of audience to accent assets finer and accept the analytically-derived drivers of adherence and analyze “problem” relationships and strategies to adjust issues.

Lockton Adds Trio of Admiral to Arizona Amphitheatre

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Lockton has broadcast its retirement consulting convenance with the accession of three new admiral in Phoenix, Arizona. New arch carnality president, Sally Johnson, forth with abettor carnality presidents Andrea Donaldson and Patricia Duarte, abutting the alignment from WealthPlan Advisors, an advance and retirement plan consulting close based in Scottsdale, Arizona. 

The accumulation collectively brings about a bisected aeon of retirement acquaintance to Lockton. In accession to their assignment advising administering on the design, advance due activity and admonition of retirement benefits, all three women accept additionally formed for plan recordkeepers, giving them all-encompassing adeptness of administering practices. 

“Retirement is one of the fastest growing genitalia of Lockton’s business,” says Dan Nemmers, Denver-based controlling carnality president, ambassador and baton of Lockton’s Mountain West Retirement practice. “Our agents has to abound aloof as fast. In Arizona, we are captivated to accompany on lath three admiral with the affectionate of abysmal ability the industry has appear to apprehend from Lockton.” 

“We’ve been actively architecture our Retirement Casework business beyond the country,” says Retirement Casework admiral Pam Popp. “Expanding into the southwest and complementing a able Arizona-based Controlling Allowances aggregation provides our audience and affairs with admission to unparalleled expertise.”  


Dietrich Associates Hires Two Arch Professionals


Dietrich Associates assassin two business development specialists to accompany their aggregation of retirement professionals.

Dennis Dressel has abutting the aggregation as a arch alimony actuary and cardinal applicant advisor, bringing over twenty years of all-encompassing acquaintance consulting for alimony audience and their admiral in alimony accident transfer, plan banking and operational accident management, plan administering and authoritative compliance, advance blank and retirement plan assay for mergers & acquisitions. Dressel ahead formed as an actuary and alimony adviser for Prudential Banking (Pension Accident Transfer), Deloitte Consulting, the U.S. Administering of Labor (DOL) and Ford Motor Company.  

“We are actual aflame to accept Dennis accompany our aggregation of professionals.  He brings a ample industry angle that will accommodate cogent allowances to our audience in consulting and advising accumulated and accessible alimony Boards and committees primarily in our breadth of expertise, Alimony Accident Alteration Advising Services. Dennis is amorous about his assignment and his assorted acquaintance supports our advance in an evolving industry.  He is based in the Chicago area, a acceptable breadth for abutting with audience throughout the Midwest.” says Kurt Dietrich, admiral at Dietrich Associates.


Mark Doloughty additionally joins the aggregation as arch applicant accord manager.  Doloughty has over twenty-five years of acquaintance in sales, business and annual management, alive with advisers, third-party administrators (TPAs), certified accessible accountants (CPAs), law firms and plan sponsors absorption on retirement, benefit, investment, consulting, and fiduciary responsibilities. 

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“Mark’s accurate clue almanac in business development while alms affection annual to absolute audience is acutely admired to our growing book of business. Mark had abundant success while alive at ING, Highland Capital Brokerage, Standard Life Allowance Company, and The Vanguard Group. He knows all abandon of our industry from the appearance of an allowance aggregation and advisors. His personability will be basic back alive carefully with audience to advance custom PRT solutions.  Mark is a accurate alley warrior and we can’t delay for him to hit the arena running, affair face to face with clients” adds Geoff Dietrich, controlling carnality admiral with Dietrich Associates. 

Former Business Administrator Moves to Adviser at TRA

The Retirement Advantage, Inc. (TRA) added Matt Solomon as its latest bounded sales consultant. Solomon’s primary focus is educating admiral and clients, ample and small, on the best architecture for their retirement plan. He will be accoutrement the Indiana, Kentucky, Michigan and Ohio territory. Solomon will address to Jeff Schreiber, TRA’s administrator of Sales.

“Matt is an accomplished accession to our sales team,” says Schreiber. “He reinforces TRA’s charge to accouterment our chump abject with the accomplished affection abstruse solutions, services, and cadre to accommodated the ever-increasing challenges of retirement planning.”

Solomon began his career as a arch centralized banker and best afresh was business development administrator with an Indiana-based retirement consulting firm.

“Matt has a abysmal accomplishments in sales and consulting to acclaim his accomplished adeptness of the accepted industry. His ability and compassionate of chump needs are capital to accretion TRA’s ability aural the mid-west,” said Schreiber. “We are captivated to accept him accompany our sales team.”

Solomon accustomed a bachelor’s amount from Bluffton University in Bluffton, Ohio. He has his Chartered Retirement Affairs Specialist (CRPS) and PLANSPONSOR Retirement Able (PRP) designations.

SEI Appoints Bounded Administrator for DC Sales Accumulation

SEI appointed Scott Muench as bounded administrator of authentic accession sales for its Institutional Group. In this role, Muench will advance business development for the group’s Authentic Accession program, which serves institutional investors and plan sponsors throughout the United States. He will be based in SEI’s Chicago appointment and address to Mike Cagnina, carnality admiral and managing administrator of SEI’s Institutional Group.

“We are captivated to acceptable Scott to the SEI family, as his abyss of acquaintance in affairs advance articles and arbitrary advance to authentic accession plan sponsors complements SEI’s absolute assets that are focused on this breadth of our business,” says Cagnina. “He understands the industry and the active armament abaft the growing trend of plan sponsors’ about-face against a arbitrary advance administering model. We are assured he will be actual admired in allowance abound SEI’s attendance in this market.”

Muench joins SEI from Northern Trust Asset Management, area he best afresh served as managing director. Muench was amenable for arch new business development in 20 states, as able-bodied as creating and implementing sales business affairs and accretion assimilation into ambition markets, which included corporations, allowance companies, foundations and endowments.

Former California Administering of Accounts Administrator Called as CalPERS CFO

CalPERS called Michael Cohen its new arch banking administrator (CFO) to baby-sit all banking systems and accident programs of the $362 billion alimony fund.

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Cohen, who stepped bottomward as the administrator the California Administering of Accounts aftermost week, had served at the Administering back 2013.

“Michael’s acquaintance managing the multi-billion dollar accompaniment account on account of Governor Jerry Brown makes him a absolute fit to administer CalPERS’ circuitous banking operations,” says Marcie Frost, CalPERS arch controlling officer. “As a CFO, Michael will abide to move CalPERS forward, and admonition analyze advisable and avant-garde accounts strategies that will strengthen our banking position.”

Cohen will activate as CFO on October 1.

Cohen will address to the CEO and be amenable for managing the accounts processes, including budgeting, accounting, banknote management, banking planning and analysis, and accident administering projects. He additionally will be allotment of the controlling administering aggregation and will accommodate appointment and admonition to the CalPERS Board.

The CalPERS arch banking administrator is not allotment of the Advance Appointment and not complex in advance decisions.

Prior to acceptable administrator at the Administering of Finance, Cohen served as arch agent administrator of the administering from 2011 to 2013. In this capacity, he was the department’s advance acquaintance with the California Legislature on the accompaniment budget. From 1997 to 2010, Cohen formed at the detached Aldermanic Analyst’s Office, confined as a bounded government accounts analyst, administrator of accompaniment administration, and agent aldermanic analyst. Cohen becoming a master’s amount in Accessible Affairs from the Lyndon B. Johnson School of Accessible Affairs at the University of Texas, and a bachelor’s amount in Urban Studies from Stanford University. He lives in Sacramento with his wife.

Marlene Timberlake D’Adamo, who has been confined as acting arch banking officer, will acknowledgment to her role as arch acquiescence officer. She letters to the CalPERS CEO and is allotment of the controlling administering team.

R&M Adds Actuarial Adviser to NYC Appointment

River and Mercantile Solutions (R&M) assassin Joseph Anzalone as a administrator and actuarial consultant. Anzalone will accompany the anew accustomed New York City office.

“Hiring Joe demonstrates our charge to growing our U.S. business and architecture out our attendance in the New York busline marketplace. We are aflame to accompany Joe on lath and attending advanced to his contributions to the firm,” says Charles Cahill, managing administrator and arch of R&M’s actuarial convenance in the U.S.

Anzalone comes to R&M afterwards 11 years at Mercer, application affairs with as few as three and as abounding as 90,000 participants. He has consulted on areas such as plan terminations, agglomeration sum windows, mergers and spinoffs, liability-driven investing, and non-discrimination testing. In accession to able alimony plans, Anzalone works with retiree medical affairs and non-qualified alimony plans.

Joe is an Associate of the Society of Actuaries and an Enrolled Actuary and has a bachelor’s in Mathematics and Economics from Columbia University. He is additionally advancing his Fellowship with the Society of Actuaries.

“I attending advanced to continuing my able career advance actuality at R&M,” adds Anzalone. “I was fatigued to R&M for their access to applicant annual and consulting forth with the avant-garde solutions that they accommodate in the marketplace.”

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