Jessup will be responsible for developing and managing
investor and consultant relationships for Vision Capital’s institutional
Large Cap Growth Portfolio.
According to the announcement, Jessup previously worked
with institutional investors at Rigel Capital, Clover Capital
Management, Atlanta Capital Management, and PNC Equity Advisors.
Vision Capital provides customized investment services to
high net worth individuals and families, and Large Cap Growth and Fixed
Income products to institutional investors.
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Transamerica Retirement Services introduced a new plan
management program to help financial advisers, third party
administrators, and plan sponsors better administer employer-sponsored
retirement plans.
Total Plan Management brings together three aspects
of retirement plan fundamentals—education, fiduciary management, and
annual review— to help sponsors in the small- and mid-sized markets
assess and identify specific plan needs, set goals, and take action to
enhance their plan’s overall success.
According to a press release, Total Plan Management’s
education program provides financial advisers and third party
administrators with solutions for both plan sponsors and participants.
The sponsor element is driven by Transamerica’s Education Planner, which
allows financial advisers, third party administrators, and sponsors to
select education campaigns. Using the Education Planner, sponsors assess
key attributes of their plan—either on their own or with the help of
their adviser or third party administrator—from which a detailed
education policy statement is constructed, along with a customized,
actionable process to help sponsors set goals and deliver the annual
education campaigns.
The participant element is driven by the Transamerica
Institute for Retirement Readiness, a new self-service education Web
site that simplifies retirement planning and meets the diverse needs of
employees. The Institute’s education components are grouped into
categories based on an employee’s current level of investment knowledge
and education needs to help employees increase their financial literacy
at their own pace.
Transamerica’s Due Diligence Investment Review supports
the fiduciary management component of Total Plan Management. The review
allows financial advisers and plan sponsors to establish a customized
investment policy statement. The statement outlines the process for
selecting, monitoring and evaluating the plan’s investment lineup,
enabling plan fiduciaries to select the investment choices that are
appropriate for their plan participants, the announcement said.
The final element of Total Plan Management is supported by
Transamerica’s Annual Retirement Plan Review. The customized Annual
Retirement Plan Review provides financial advisers, third party
administrators, and plan sponsors with an assessment of their plan that
uses industry benchmarks to identify opportunities to help improve the
plan. The Annual Retirement Plan Review also includes a detailed fee and
expense report to help plan sponsors better understand the types of
fees associated with their plan.