In Practice December 5, 2008

Perspectives by Matt Smith

The Seven Habits of Highly Ineffective Retirement Plan Advisers
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Matt Smith’s full series of columns:

Seven Habits of Highly Ineffective Retirement Plan Advisers

Don’t Fall For the Experience and Intuition Trap

Do Your Best to Move Beyond “Doing Your Best’

Cast a Broader Net, Catch a lot of Suckerfish

Direct Marketing Often Fails the Viral Test

Don’t Confuse Sales Activities with Verifiable Advances

Avoid Being a Low-Cost-Provider Commodity

Let AUM Guide You at Your Peril

 

 

Matt Smith is managing director of retirement services with Russell Investment Group. He is responsible for DC research and strategic development of Russell’s defined contribution investment management business in the United States. Smith joined Russell in 2001. Over his 20+ year career, Matt’s experience spans the spectrum of the qualified plan business. Prior to joining Russell, Matt held the position of vice president and general manager of ADP’s west coast retirement services operations.

Copyright © Russell Investment Group 2007. All rights reserved. Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide and is a subsidiary of The Northwestern Mutual Life Insurance Company.

Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

Russell Fund Distributors, Inc., member FINRA, part of Russell Investment Group.

RFD 07-7163. First used: November 2007

Deals & People December 4, 2008

Matt Smith Moves from Russell to Aon

Aon Consulting Worldwide, the global human capital consulting organization of Aon Corporation, appointed Matt Smith as senior vice president and leader of the defined contribution practice in the U.S.
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According to a company announcement, Smith will focus on building the practice, which serves clients with design, implementation, and management strategies for defined contribution-based retirement programs.

Smith joins Aon Consulting from Russell Investments where he led the U.S. defined contribution business since 2001.

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He has written and presented extensively on retirement issues, and brings 25 years of defined contribution experience to Aon Consulting, the company said.

Smith is the author of a series of Perspective columns for PLANADVISER.com, titled the Seven Habits of Highly Ineffective Retirement Plan Advisers.

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