According to a company announcement, Cox will lead the organization’s work with the retirement plan consultant community to assist in the design and implementation of retirement plans to meet employer needs, develop deeper relationships with the consulting community, and share information about TIAA-CREF’s services and products for retirement plan administrators. He reports to Bertram Scott, executive vice president and chief institutional development & sales officer. Cox is based in the organization’s Atlanta office.
“Tony and his team will strengthen our ability to partner with consultants to help provide their clients with comprehensive retirement plans. This includes striving to deliver consistent investment performance, high quality service and support plan administrators need to meet increased compliance and fiduciary obligations, and effective education tools for employees,” said Scott, in the announcement.
Cox joins TIAA-CREF from Charles Schwab where he was a senior vice president, responsible for all sales in the Corporate and Retirement division, which included the full-service retirement platform for defined contribution, defined benefit and non-qualified plans. In addition he had responsibility for sales of stock plans, corporate brokerage, mutual fund clearing and defined contribution investment only.
Prior to joining Charles Schwab in 2007, Cox served as head of North American Distribution for INVESCO North America. In this role, which he assumed in 2003, he had responsibility for all institutional sales, marketing and relationship management activities. This included the firm’s institutional consultant relations business.