Deals & People April 7, 2009

Roland|Criss Adds Higher Education, Non-Profit Industry Veteran

Roland|Criss Fiduciary Services, a provider of fiduciary protection and certification programs to retirement plan sponsors and endowments, announced the addition of Brian Cressey to its staff.
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Cressey will serve in the role of director of the West Region, according to a news release. He has more than 25 years of experience delivering retirement plan solutions to plan sponsors in the educational, research, governmental, and non-profit sectors.

In his new role, Cressey will focus on serving plan fiduciaries in the corporate, public, and non-profit sectors to mitigate fiduciary risk by utilizing Roland|Criss’ proprietary training, rating, and certification programs, the company said.

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Prior to joining Roland|Criss, Cressey served as the director of Institutional Relationships at the SageView Advisory Group, a registered investment adviser located in Irvine, California. Cressey joined SageView last summer (see “SageView Advisory Group Adds Non-Profit Specialist from TIAA-CREF“).

Before going to SageView, he served as a regional vice president responsible for middle market institutions in the West for TIAA-CREF. He also played a key role in developing and managing TIAA-CREF’s Washington, D.C., and Newport Beach, California, branch offices, according to the release.


Products April 6, 2009

Transamerica Launches Special Needs Trusts Strategy Center

Transamerica Insurance&Investment Group (TIIG) launched a resource for financial planners and life insurance professionals to help clients who have children or relatives with special needs.
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TransAbility Special Needs Trusts Strategy Center is dedicated to supporting special needs trusts (SNTs), according to a press release. TIIG has also established a strategic alliance with Knights Administration, a national online third-party trust administration company that provides automated secure administrative support systems.

TIIG said its service connects financial professionals to specific legal, trust, and investment resources for all stages of an individual or pooled SNT set-up and maintenance.

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Additionally, the center gives producers and advisers access to resources and support, including TransACT, a Web site that provides brochures, guides, presentations, continuing education, and other marketing materials and tools. SNT-specific resources are also available via a special SNT division of TIIG’s open-access Legacy Planning Resource Center. Individual personalized support can be obtained from dedicated specialists in TIIG’s Advanced Marketing Department, according to the release.

SNTs (also known as supplemental care trusts) are individual or pooled trusts created for disabled individuals to supplement, but not replace, any public benefits to which the disabled individual may be entitled. TIIG said the goal of funding an SNT is to provide a pool of funds from which the disabled individual can maintain the quality of his or her life, while still remaining eligible for public assistance.

 

More information is available by contacting the TransAbility Special Needs Trusts Strategy Center at 877.238.6758 from 8 a.m. to 5 p.m. Pacific Time or via e-mail at specialneeds@transamerica.com.

 

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