Deals & People March 17, 2015

Pentegra Names Regional Director

Pentegra Retirement Services has named Bob Riebesehl as regional director of the company’s qualified plan sales.
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Riebesehl, with 25 years in financial services, is tasked with leading business development efforts in New York and Connecticut for Pentegra, the provider of retirement plan and fiduciary outsourcing solutions. He will report to Pete Swisher, senior vice president of national sales. Riebesehl maintains strong ties to the adviser community, which Swisher believes will help broaden the company’s reach.

Riebesehl has experience as a financial adviser and wholesaler, serving most recently as a retirement plan wholesaler for Ameritas. He graduated from the State University of New York at Brockport and holds FINRA Series 6, 7, and 63 licenses, and is currently pursuing his Certified Financial Planner (CFP) designation. Riebesehl is based in Hopewell Junction, New York.

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“Bob is an impressive professional and we are very pleased that he has joined our organization,” Swisher says. “His excellent track record of success, deep knowledge of qualified retirement plan solutions, and strong relationships will be instrumental I marketing Pentegra’s qualified retirement plan and fiduciary outsourcing solutions.”

Products March 16, 2015

Calif. TPA Merges with DWC ERISA Consultants

Destel-Bergen Corporation is merging its retirement plan administrative services practice into DWC.
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DWC ERISA Consultants, LLC (DWC) announced that, effective March 4, Destel-Bergen Corporation is merging its retirement plan administrative services practice into DWC. Destel-Bergen Corporation is a third-party administrator based in Petaluma, California, providing a variety of administrative and consulting services for 401(k) and other tax qualified retirement plans.

DWC says each Destel client will continue to work with the same consultant and will have access to a more comprehensive suite of plan administration, consulting and management services. 

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“We are especially pleased that Destel’s Lauri Carlson will be joining our team. With 20 years of experience and several professional credentials, she will be a great addition and will facilitate a smooth transition for her clients,” says Adam Pozek, partner at DWC.

Joost Revis, co-owner of Destel, says, “DWC is a top notch third-party administrative firm with a long history of providing quality service. The added resources they bring to the table will only improve the service our clients receive.” 

More information about Destel is at http://www.destel.com/. More information about DWC is athttp://www.dwcconsultants.com/.

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