Deals & People October 20, 2009

First Mercantile Introduces Sales Director for Northwest Region

Marc McDaniels joined First Mercantile's national sales team effective September 14, 2009, as regional sales director for the Northwest region.

Reported by

The Northwest region territory is composed of the states of Alaska, Colorado, Idaho, Montana, Oregon, Utah, Washington, and Wyoming, according to the announcement. McDaniels is responsible for developing new business through bank brokers, consultants, employee benefit brokers, independent broker/dealers, life brokers, registered investment advisers, regional stock brokers, third-party administrators (TPAs), and wirehouses in the region.

McDaniels was previously employed as an external wholesaler for MassMutual Financial Group. Prior to that, he held positions at Genworth, Allianz, and MetLife.

First Mercantile, a member of MassMutual Financial Group, is a collective investment trust (CIT) recordkeeper, and offers investment solutions exclusively for qualified retirement plans.

Products October 20, 2009

Retirement Security Coalition Launches New Web Site

The Retirement Security Coalition has unveiled a Web site designed to serve as a portal to information on the Web about saving for retirement.

Reported by

The Web site features a collection of thinking on retirement security from both the private and public sectors, with links to non-profits that focus on retirement security, as well as to information and services offered by the federal government, according to a press release.

At www.MyRetirementSecurity.org, users can:

  • Estimate how much they need to save to enjoy a comfortable retirement,
  • Learn how to avoid financial pitfalls – or find help in digging out,
  • Learn about some of the big issues facing current and future retirees,
  • Get help in planning to manage retirement income, and
  • Take quizzes to test knowledge about saving for retirement.

The Retirement Security Coalition was created by The Financial Services Roundtable.

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