Tenn. Firm Appoints VP Retirement Services
A Nashville, Tennessee, service provider has tapped Courtenay Shipley as vice president, Retirement Services.
A news release said Shipley will be responsible for expanding A.D. Vallett & Company’s third-party recordkeeping service and 401(k) platform, and relationship development for its open-architecture 401(k) product.
Shipley has eight years of retirement services experience with a focus in defined contribution plans, participant services and education, and retirement planning.
She most recently served for four years as a Retire Secure employee benefit specialist for Principal Financial Group’s retirement services division. Previously, she was an account administrator at Ward Financial Advisory of Wachovia Securities and a representative for The Horace Mann Companies.
You Might Also Like:
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2023/12/07094831/PA-120723-Pontera-Funding-Round-1206905344-web-432x243.jpg)
401GO Raises $12M Series A Funding Led by Next Frontier Capital
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/03/25120201/PSPA-032523-Judge-Rules-for-Molina-flexPATH-in-ERISA-Case-811927146-web-432x243.jpg)
Judge Rules for Molina, flexPATH in ERISA Case
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/03/01131152/PA-030124-IRA-Rollovers-Boom-1156078938-web-432x243.jpg)