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People in Motion

Orszag to Depart OMB Director Post

Wed, Jun 30, 2010

“Basically, the OMB Director is a brutal job and subject to quick burnout," commented one political blogger.

Thomas M. Marra to Lead Symetra Financial

Wed, Jun 09, 2010

Symetra Financial is the parent of Symetra Life Insurance Company, a life and annuity company that raised about $365 million in a January IPO and was listed on the New York Stock Exchange.

Management Changes at New York Life and Aviva

Wed, May 26, 2010

Dan Guilbert is now Chief Risk Officer at Aviva North America and Allyson McDonald is senior vice president, Retirement Income Security, at New York Life.

Mike Treske To Run Annuity Sales and Distribution at John Hancock

Wed, Jan 20, 2010

He succeeds Robert T. Cassato, who will assume a new role as a senior advisor to Manulife Chief Operating Officer John D. DesPrez III on global distribution strategy.

New Executive Hires at AVIVA USA, ING

Wed, Dec 23, 2009

Jeff Frazee goes to Aviva USA, Lynne Ford to ING.

New Retirement Team at BoA Merrill Lynch

Wed, Dec 09, 2009

Andy Sieg's Retirement & Philanthropic Services division is responsible for over $450 billion in client assets.

Tom Johnson Joins New York Life

Tom Johnson Joins New York Life

Tue, Nov 24, 2009

Johnson is a board member of the Profit Sharing/401(k) Council of America and the Retirement Income Industry Association and a trustee for the Employee Benefit Research Institute.

Richards To Leave SEC Compliance Post

Wed, Jul 15, 2009

Lori A. Richards will depart as director of the SEC's Office of Compliance Inspections and Examinations. Associate Director-Chief Counsel John Walsh will serve as Acting Director.

Eight Join Advisory Board at American College’s New York Life Center for Retirement Income

Wed, Jul 08, 2009

The Center, directed by Kenn Beam Tacchino, JD, offers technical knowledge to financial advisors and agents in matters related to the retirement decisions facing clients.

Laurence J. Kotlikoff Wins RIIA’s Top Award

Laurence J. Kotlikoff Wins RIIA’s Top Award

Tue, Jun 30, 2009

Kotlikoff will receive the award at RIIA's annual meeting and awards dinner, October 5-6, 2009, at the Hyatt Harborside Hotel in Boston.

Roger W. Crandall to Succeed Stuart H. Reese as MassMutual CEO

Roger W. Crandall to Succeed Stuart H. Reese as MassMutual CEO

Tue, Jun 23, 2009

Roger W. Crandall will succeed Stuart H. Reese as CEO of MassMutual, effective Jan. 1, 2010.

Quincy Krosby Joins Prudential Annuities as Chief Market Strategist

Mon, Jun 15, 2009

Quincy Krosby, a former Assistant Secretary of Commerce and U.S. representative to the International Monetary Fund, has joined Prudential Annuities in the newly created position of chief market strategist.

Deschenes Goes To Sun Life from MassMutual

Deschenes Goes To Sun Life from MassMutual

Wed, Jun 10, 2009

Former MassMutual retirement income executive Stephen L. Deschenes will manage the annuities division at the U.S. division of Sun Life Financial.

Without Golden, Will MassMutual’s RMA Lose Its Glow?

Thu, May 21, 2009

Jerry Golden has retired from Mass Mutual, leaving uncertainty over the future of the Retirement Management Account. MassMutual says the RMA, a tool for building income annuity ladders, "remains available."