Who is on the move in the employee benefits industry? Before we answer that, take a look at these words attributed to Gloria Steinem: "Without leaps of imagination or dreaming, we lose the excitement of possibilities. Dreaming, after all is a form of planning."
The first step to finding that great position is dreaming and imagining. So get going. Here's news of recent hires in the employee benefits industry:
MassMutual appointed Jonathan Matta as regional managing director for the Midwest, responsible for sales and growth of the MassMutual Funds in the defined contribution investment only (DCIO) marketplace. Before joining MassMutual, Matta was a sales director for Janus Capital Group.
Meg Kelleher is now managing director at The Collaborative, involved in business development and delivery of the firm's proprietary services. Kelleher was a regional managing director for Fidelity Clearing & Custody Solutions (FCCS), a unit of Fidelity Investments. With more than 30 years of financial services experience, Meg had national responsibility for FCCS' Core Advisor Solutions group and the Business Development Group, as well as retirement plan advisor clients.
Michael Hall, CFA, has joined global asset manager Russell Investments as managing director, Americas Institutional. Hall will lead a new specialist team helping large plan sponsors with defined contribution, defined benefit and health care sector retirement plans. Before rejoining Russell Investments, Hall was the West Division leader for Towers Watson Investment Services at Willis Towers Watson.
Lori Troutman is now a counsel in the Employee Benefits and Executive Compensation practice of the Houston office of Haynes and Boone, LLP. A former special counsel at Baker Botts LLP, Troutman has advised clients for 24 years on a wide range of matters, including design, implementation and management of qualified DB and DC plans, and health and welfare benefit plans.
Woodbury Financial Services, a broker-dealer representing more than 1,200 advisors across the country, today announced that Wisconsin-based investment advisory firm, Feucht Financial Group, selected to affiliate with Woodbury. This deal marks 74 registered representatives who have joined Woodbury this year and more than 300 for Advisor Group.
Insurance brokerage Assurance has hired Jack Groseclose as an employee benefits advisor, focusing on providing employee benefit solutions to the construction and technology industries, and government contractors. Groseclose will help clients stay compliant while structuring benefit plans and alternative funding arrangements, and advise on funding, Rx carve-outs, cost-saving plan designs, and more.
Retirement planning and fiduciary outsourcing provider Pentegra has appointed Keith Cattaneo as a regional director for qualified retirement plan sales. Cattaneo has more than 20 years of experience in the retirement plan industry. Most recently, he was with NFP as producer and business development lead. Previously, he was with Great West Financial, as well as Lincoln Financial Group.
DWC announced its newest partner, Jennifer Gibbs Swets, ERPA, QPA, QKA. Swets, a former senior manager of retirement plan services at Dixon Hughes Goodman LLP, brings over 15 years of retirement services experience. Swets specializes in creative and innovative plan design. DWC provides 401(k) plan compliance and defined benefit and consulting services.
Linda Delivorias is now a senior defined contribution strategist at T. Rowe Price in its DC plan recordkeeping business. A DC industry thought leader, Delivorias consults on plan governance, plan design and fiduciary policy matters and partners across the business to enhance client engagement. A former ERISA attorney, she was most recently a partner with Mercer in DC plans and financial wellness.
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