Deals & People March 20, 2012

Great-West Appoints Regional Sales Director

Great-West Retirement Services appointed Carey Lindsey as regional sales director for Houston. 
Reported by

Lindsey will work with brokers, financial advisers, consultants, wirehouses and third-party administrators (TPAs) to offer Great-West 401(k) plans and services to Houston-area businesses. He is based in Sugar Land, Texas, and reports to Joe Smolen, West Region vice president.

Before joining Great-West, Lindsey served as regional vice president with Transamerica Retirement Services from 2007 to 2012. In this role, he was responsible for growing Transamerica’s corporate pension plan business.

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From 1996 to 2006, Lindsey was primarily employed at Loren D. Stark Company Inc., a TPA based in Houston. His most recent role was serving as president and director of business development from 2002 to 2006. He briefly left Loren D. Stark from 2001 to 2002 to serve as project manager, implementation, mergers and acquisitions, with Fidelity Institutional Retirement Services Company.

Lindsey earned a bachelor’s degree in finance from the University of New Orleans. He holds NASD Series 6 and 63 licenses. He also holds life, accident and health insurance licenses in Texas. Lindsey earned a Qualified 401(k) Administrator from the American Society of Pension Professionals & Actuaries and an Accredited Investment Fiduciary designation through fi360.

Products March 20, 2012

Judy Diamond Associates Launches TPA Directory

Judy Diamond Associates launched a Directory of Retirement TPAs.
Reported by

Judy Diamond Associates obtains the information from the third-party administrators (TPAs) annually and verifies the firms before including them.

The Directory of Retirement TPAs, formerly available only in print as the Directory of Third-Party Retirement Plan Administrators, is a searchable, online database of contact and business information for third-party retirement plan administrators. It provides financial institutions that sell retirement products with a single source for selecting TPAs to administer their retirement offerings based on information provided by the administrators themselves.

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Information available to subscribers includes:

•  Types of plans the TPAs set up or administer;

•  Investment products they offer;

•  Custodians they use for their assets; and

•  Contact information for the CEO/president, sales manager, operations manager and the investment manager.

 

To learn more about The Directory of Retirement TPAs, visit www.judydiamond.com or call 800-231-0669.

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