Deals & People June 3, 2010

ING Adds Hart to TPA Team

Steven Hart has joined the Third Party Administrator (TPA) Sales and Support Strategy team for ING U.S. Retirement Services.
Reported by

Effective June 1, Hart serves as manager for the Midwest region, based outside Chicago, according to ING.

Hart comes to ING with over 15 years of relationship management and development experience in the retirement plan business, with a specific focus on the TPA channel.   Recent positions included sales leadership roles with ExpertPlan, John Hancock, and Prudential Retirement. 

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Hart is one of seven TPA regional managers, along with three dedicated TPA support specialists, that report to Ralph DelSesto , head of ING’s TPA Sales and Support Strategy team.

Products June 3, 2010

Gallagher Releases Fiduciary Risk Mitigation Process Manual

Gallagher Retirement Services has released its 2010 editions of its Fiduciary Risk Mitigation Process Manual.
Reported by

The process manual comes in four editions for ERISA plans, ERISA 403(b) plans, non-ERISA 403(b) plans and Non-qualified Plans. Gallagher’s Fiduciary Risk Mitigation Process assists clients in achieving adherence to their plan fiduciary obligations, duties and requirements, the company said.

The FRMP includes educational articles of various topics, checklists, sample documents and notices. The 2010 edition includes additional information on who can and can’t serve on retirement plan committees and new 403(b) checklists.   

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More information is available at www.gallagherretirement.com.

 

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