Deals and People

Retirement Industry People Moves

Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive.

By Javier Simon editors@strategic-i.com | August 25, 2017
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Cetera Expands Retirement Business

Cetera Financial Group has hired Adeline Wong as vice president, retirement plan fiduciary programs, and Drew Russell as program manager in the Cetera Retirement Plan Solutions group, which specializes in supporting retirement-focused financial advisers.

In her new role, Wong will focus on managing and expanding Cetera’s plan-focused fiduciary programs in order to accommodate a significant anticipated increase in demand for such programs among retirement plan advisers following initial implementation of the Department of Labor's fiduciary rule. Previously, Wong served in a number of management roles at LPL Financial, including vice president at LPL Financial Retirement Partners. This role allowed her to oversee all retirement plan business including fee-based consulting. 

Within the Cetera Retirement Plan Solutions group, Russell will oversee the execution of Department of Labor compliance policies, as well as the design and management of participant engagement strategies. Prior to joining Cetera, he served in a number of roles at The Standard, including a leadership position with the company's new client conversions group. 

NEXT: Mercer Expands Leadership in Detroit Office