Products October 8, 2014

OneAmerica Opens Honolulu Retirement Services Branch

The companies of OneAmerica have opened a new regional office for retirement services in Honolulu.
Reported by

The branch office will give the companies of OneAmerica an important presence on Oahu and throughout Hawaii, the company said in a statement. OneAmerica recently expanded its retirement services sales region to obtain better market penetration.

Ilan Amir has been named client services manager for the branch. He has been active in the Hawaii business community for more than 10 years, working with executives of local businesses on retention, talent, marketing and sales strategies. He regularly speaks to graduating seniors at the University of Hawaii on business ethics and sits on the board of Book Trust Oahu, a nonprofit organization that supports literacy in local public schools.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

“Our new regional office in Honolulu represents the only nationally recognized retirement services provider with a physical and permanent location in the state,” said Bill Yoerger, president of retirement services for the companies of OneAmerica.

Deals & People October 8, 2014

SageView Hires New Associates and Midwest Region Lead

SageView Advisory Group added three staffers to the firm’s regional office in Chicago.
Reported by

New hires include Chris Reagan, Mark Dzierzak and Kevin Kaiser. 

Reagan joins SageView as managing director, overseeing the service and client development responsibilities for SageView Advisory Group’s Midwest region. He will oversee client and team responsibilities for SageView’s main Midwest offices in Chicago, Kansas City and Milwaukee. Prior to joining the firm, Reagan provided specialized retirement plan advisory services for more than 24 years while at Mesirow Financial.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

Mark Dzierzak comes to SageView as a retirement plan consultant and director of advisory services. He brings 20 years of hands-on experience in plan design, provider search engagements, fee analysis benchmarking and overall management of client relationships. Dzierzak was previously with Mesirow and Deloitte Consulting.

Kevin Kaiser joins SageView as a senior investment adviser. Previously, Kaiser worked at Mesirow Financial for 15 years, focusing on implementation and management of investment strategies for qualified and nonqualified corporate retirement plans.

Randy Long, SageView’s founder, says the firm hopes the new hires will help drive growth in the Midwest region. “Strengthening our presence in Chicago has been a priority,” he adds. “This is a step in our long-term plan for growth, providing the best talent and expertise to our clients in the Midwest.”

SageView also announced that, as of October 6, David Stofer, former leader of SageView’s Midwest region, is no longer with the firm.

«