Products July 17, 2012

MetLife Releases Fiduciary Assessment Quiz

MetLife Resources unveiled an online fiduciary assessment quiz.
Reported by

The quiz was created to help Employment Retirement Income Act (ERISA) plan sponsors understand and properly execute their fiduciary responsibilities.

It guides users through a series of 14 statements focusing on areas such as investment policy statements and potential conflicts of interest. Users are also offered resources throughout the quiz to assist them in understanding their role as a plan fiduciary.

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“At MetLife, we’re committed to delivering timely educational programs and resources to help plan sponsors make informed decisions,” said Derrick Kelson, vice president, MetLife. “This assessment quiz is designed to be a helpful tool for ERISA plan sponsors in managing their plans.”

To take the quiz, click here.  

 

Deals & People July 17, 2012

Franklin Templeton Expands IO Distribution Team

 

Brian Schweitzer became strategic account manager, Craig Miller was promoted to key account manager, and Tina White was promoted to IO sales desk supervisor.


 

 

Reported by

 As part of the newly created dedicated strategic accounts team in the investments-only (IO) division, Schweitzer will focus on defined contribution (DC) home office platform relationships. He transferred from Franklin Templeton’s consultant relations team and he reports to Yaqub Ahmed, senior vice president and head of the U.S. IO division.
Formerly an IO internal wholesaler, Miller’s focus will be DC platform and broker/dealer relationships. He reports to Schweitzer.

Franklin Templeton has strengthened its resources to support internal sales with the addition of three internal sales staffers, and White’s supervisory promotion. White will oversee IO internal sales for DC as well as variable annuities (VA). She reports to Peter Conneely, sales manager/key account manager for the IO division.

Conneely oversees an additional IO sales team of six focused on VA providers as well as providing DC value-added support to financial advisers. Conneely reports to Ahmed.

Franklin Templeton has also expanded its team of senior DCIO specialists, which serves intermediaries who have a deep focus on the retirement plan space and strategic DC providers. An additional four staff members in the Central and Southern regions of the country bring the total to seven senior DCIO specialists. The company has realigned territories to allow for enhanced client coverage and internal partnerships with other U.S. sales channels.

 

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