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.

Products October 25, 2007

Dreyfus Joins DTCC’s Managed Accounts Service

Dreyfus Investments has joined DTCC's Managed Accounts Service (MAS), a centralized platform for the industry, designed to streamline communications associated with opening and maintaining managed accounts.
Reported by

At present, seven investment manager firms are working in the DTCC’s test environment, along with four outsourcers and nine vendors.

Dreyfus is the industry’s 14th largest provider of managed accounts, according to a press release.

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