Deals & People January 13, 2010
Archimedes Systems Names Retirement Planning Solutions Director
Archimedes Systems has announced the appointment of Stephen Daniels as director of Retirement Planning Solutions.
Reported by Nevin E. Adams
In the new role, Daniels will have direct responsibility for Archimedes’ Retirement Planning Solutions business, including product innovation, marketing, and client relationships. For the past decade, Daniels played what was described as “pivotal roles” at Fidelity Investments Institutional Services Company, including seven years as director of Retirement Sales Training—Advisor & Institutional Distribution Groups, according to an announcement.
He has also had management positions at New England Funds, Scudder, Stevens & Clark, and Boston Financial Data Services, according to the announcement.
Archimedes is a provider of Web-based college and retirement planning tools and personalized communications that the firm said “inform, educate, and motivate employees, participants, advisers, and individuals.”
He has also had management positions at New England Funds, Scudder, Stevens & Clark, and Boston Financial Data Services, according to the announcement.
Archimedes is a provider of Web-based college and retirement planning tools and personalized communications that the firm said “inform, educate, and motivate employees, participants, advisers, and individuals.”
You Might Also Like:
2023 PLANADVISER Adviser Choice Awards
PLANADVISER announces winners of its annual Adviser Choice Awards, to be handed out at the 2023 PLANADVISER Industry Leader Awards...
What Plan Sponsors Should Expect From a Retirement Plan Adviser
As plan sponsors look to evaluate their relationship with their financial advisers, experts say it is critical that advisers understand...
Lori Lucas to Depart EBRI CEO Role After 5 Years at the Helm
Lucas will continue in her current role through the end of 2022 and will help the research organization search for and transition to a new leader.