Deals & People January 4, 2010
Diversified Names 403(b) Market Leader
Diversified Investment Advisors, Inc., has announced that Brodie Wood
has been promoted to vice president and 403(b) market leader of the
firm’s not-for-profit (NFP) practice.
Reported by Rebecca Moore
In this role, Wood will assume leadership of Diversified’s NFP sales and product development efforts as well as its western sales region, the announcement said. He will report to Joe Masterson, senior vice president and chief sales and marketing officer, and he replaces David Ray, who left the firm.
Wood previously served as vice president of Diversified’s Participant Counseling Organization, a group dedicated to delivering employee education, as well as assisting with asset consolidation and retirement planning. Prior to joining Diversified in 2008, Wood worked for Fidelity Investments in several capacities for more than 10 years.
You Might Also Like:
New PEP for Head Start Programs Launches With Oregon-Based Plan Sponsor
The pooled employer plan focused on 403(b) nonprofit educational programs is sponsored by GPS, with investment fiduciary services from the...
Treasury, IRS Issue Part-Time Eligibility Guidelines for ERISA 403(b) Plans
The guidance clarifies exclusions that prevent certain part-time employees from contributing to a plan.
CITs in 403(b)s, Roth Rollovers, Among Priorities for Government Plans
NAGDCA laid out these and other 2024 legislative priorities.