Deals & People January 23, 2013

Great-West Names N.C. Sales Director

Bill Whittington was appointed regional sales director for the North Carolina market of Great-West Retirement Services.
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In his new position, Whittington will work with brokers, financial advisers, consultants, wire houses and third-party administrators (TPAs) to expand Great-West’s 401(k) plans and services business throughout North Carolina. Based in Charlotte, he reports to Gary Gould, vice president of the South Central region.

Whittington most recently served as sales director for The Principal Financial Group’s eastern North Carolina territory. Previously, he was a regional vice president at American Funds—covering Florida, Georgia and South Carolina—and regional sales director of Wachovia Retirement Services’ (now Wells Fargo’s) mid-Atlantic region.

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Whittington holds a bachelor’s degree in communications and political science from Shepherd University. He holds NASD Series 7, 26 and 63 securities registrations, as well as life insurance and variable life and annuity licenses in North Carolina.

“Advisers and plan sponsors who are seeking help with their retirement plans will benefit from Bill’s industry expertise and straightforward consultative approach,” said Bill Harmon, senior vice president of 401(k) corporate markets. “I’m confident Bill will be an immediate asset to intermediaries who are counting on GWRS to help them bring some of the best retirement plan solutions to North Carolina clients.”

Products January 23, 2013

BNY Mellon Releases Interactive Reporting Tool

The Interactive Analytics Report (IAR) has been added to BNY Mellon’s Workbench Web platform. 
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The tool allows clients of BNY Mellon asset servicing to view and customize their investment analytics results with click-through online screens and to convert their data into interactive graphics organized by country, asset type, quality ratings or equity ratios.

Results are shown in graphs and charts that display historical and projected analyses of client investment plans, with the option to access underlying asset data. The program is available to more than 50,000 BNY Mellon clients and replaces individual reports run by users. 

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“Our Interactive Analytics Report brings a new capability that can serve as a foundation for improved risk management,” said John Gruber, managing director, global product strategy for BNY Mellon’s performance and risk analytics group. “It helps our clients open a window into their investments, which can lead to greater insight, stronger analysis and more informed decisionmaking.”

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