Deals & People March 14, 2011

Conner Joins USCA as Benefits Consulting Exec

U.S. Capital Advisors (USCA) has hired Lea Conner as a corporate retirement and benefits plan consultant.
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As USCA’s Executive Director for Corporate Retirement and Benefit Plans, Conner will bring 35 years of industry experience, including 21 years at Exxon and ExxonMobil, in design, implementation, administration and education of corporate pension, 401(k), and benefit plans.

Conner is expected to work with USCA’s Houston Wealth Management Group, which includes Christian C. Bauman, Matthew B. West, James (Doug) Hall and Scott M. Selzer.  

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“Beyond the customized wealth management solutions we provide retirees, we also found a need for assistance in understanding the intricacies of and maximizing the distributions of individual retirement plans,” said Patrick Mendenhall, CEO and Managing Partner.

Deals & People March 14, 2011

PLANSPONSOR Announces 2011 Plan Sponsors of the Year

PLANSPONSOR  today proudly announces the 2011 winners of its annual Plan Sponsor of the Year awards across five distinct workplace segments:

 

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The 2011 Plan Sponsors of the Year are:

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California Savings Plus Program – Public Sector/457 
Heritage Valley Health Systems – Nonprofit/403(b)  
The Public School and Education Employee Retirement Systems of Missouri – Defined Benefit 
Ernst & Young – Corporate 
The Tapemark Company – Small Corporate 

“With demonstrable results, each of these plan sponsors has distinguished itself by making a consistent and thoughtful commitment to its workers and their retirement security,” said Nevin E. Adams, Editor-in-Chief of PLANSPONSOR magazine.

The Plan Sponsors of the Year will be recognized at PLANSPONSOR’s annual Awards for Excellence dinner in New York City on March 24, and also will be featured in the March issue of PLANSPONSOR magazine.  In addition to recognizing best-in-class standouts in a variety of categories, on that night, PLANSPONSOR also will announce the winners of its annual Retirement Plan Adviser and Retirement Plan Adviser Team of the Year awards.

Coverage of the winners – and finalists – for this year’s awards is available at http://www.plansponsor.com/MagazineArticle.aspx?id=6442477913

About the Award

Each year, the editors of PLANSPONSOR magazine, the nation’s leading information resource on workplace retirement plans, honors those employers that demonstrate leadership in providing a more secure retirement for workers.  Strong investment performance, rigorous corporate governance, and an enduring commitment to participant education are the hallmarks of distinction of PLANSPONSOR’s Plan Sponsor of the Year awards.

Last year’s winners included NV Energy, Inc., Legacy Health Systems, Texas Municipal Retirement System, and the Ohio Public Employees Deferred Compensation Program.    

Previous recipients have included Nationwide Mutual Insurance Company, WellSpan Health, the West Virginia Teachers’ Retirement System, and the City of Los Angeles M. A. Mortenson Company; the YMCA Retirement Fund; the Missouri State Employees’ Retirement System; the State of Hawaii; Oregon Public Employees’ Retirement System; American Airlines; IBM; the United Methodist Church; Gary Amelio, Executive Director of the Federal Retirement Thrift Investment Board; David Bronner, Head of the Retirement Systems of Alabama; the FDNY Pension Fund; and General Motors Asset Management’s Allen Reed.

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