Deals & People January 25, 2008

Mutual of Omaha Names New Retirement Services Marketing Director

Kathy Curtis has been named director of marketing for Mutual of Omaha’s Retirement Services area.
Reported by

In this role, Curtis will oversee the planning, development, and implementation of the marketing strategy for the company’s Retirement Services area, which offers a full range of solutions to defined contribution, defined benefit, and non-qualified plan sponsors, the company said in an announcement.

Prior to joining Mutual of Omaha, Curtis most recently spent three years at Retirement Marketing Services as Vice President of Marketing. She also previously spent two years at Swiss Re as Director of Strategic Communications and five years at Lincoln Financial as Director of Marketing Communications.

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Deals & People January 25, 2008

Smail Retires from Pyramis Post

Peter J. Smail, president of Fidelity Investments’ institutional investment management business, is retiring from his post, the financial services firm announced.
Reported by

A Fidelity news release said Smail would stay in his post at Pyramis Global Advisors through the end of the first quarter while a search for a permanent replacement is conducted.

Fidelity President Rodger A. Lawson said in the announcement that Smail would continue after that as a consultant to the company and a member of the Pyramis Global Advisors Trust Company Board of Directors.

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Smail, 55, joined Fidelity in 1987 as vice president of operations for Fidelity’s 401(k) business and was instrumental in its growth. He became president of that business nine years later, added HR outsourcing to his portfolio in 2000 as head of Fidelity Employer Services Company, and launched Pyramis Global Advisors as its president in 2005, the company said.

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