Deals & People October 25, 2007

Lincoln Employer Markets Expands Distribution Team

Lincoln National Corporation has expanded its Defined Contribution Intermediary Sales distribution team, bringing the number of external wholesalers for its wirehouse and independent adviser channels to 20 per channel.
Reported by

The Defined Contribution Intermediary Sales distribution team falls under the company’s Employer Markets division, which is headed by Don Roberson, Senior Vice President of Distribution for Employer Markets.

“With only 42 percent of companies with fewer than 500 employees having defined contribution plans, the growth for the Employer Markets Intermediary sales team is especially relevant given that the Intermediary channel gives us access to the micro-small plan market, a key strategic focus for our business,” said Roberson, Senior Vice President of Distribution for Employer Markets, in a press release.

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For more information, visit www.lincolnfinancial.com.

Deals & People October 25, 2007

Longfellow Benefits Gets New Retirement Plan Account Executive

Adam Miloro has joined Boston-based benefits consulting firm Longfellow Benefits as an account executive, focusing on retirement-plans.
Reported by

The firm says Miloro will help retirement-plan sponsors run their plans efficiently and cost-effectively and educate plan participants on making wise choices. He is an expert in defined-contribution plan design, investment monitoring, plan conversions, and fiduciary management.

Previously, Miloro was a senior account executive and client-relationship manager with Great West Retirement Services, serving both mid-sized and national plan sponsors for eight years.

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Longfellow Benefits provides retirement plans and employee and executive benefits.

For more information, visit www.longfellowbenefits.com.

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