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Deals & People March 26, 2015
American Century Names Head of Retirement Strategy
American Century Investments named Adam Sokolic as senior vice president, retirement strategy and services.
Reported by PLANADVISER staff
In this newly established role, Sokolic will work across the firm to evaluate and optimize investing approaches to meet the needs of the evolving retirement market. He will be a member of the senior distribution leadership team reporting to American Century Chief Client Officer Peter Cieszko.
Cieszko says Sokolic will “play a key role as we continue establishing American Century as a retirement destination, a company priority for 2015 and beyond.”
Sokolic brings a background of both strategic and tactical experience in sales, marketing and operations related to the retirement market. “He will use that collective experience to develop expanded retirement offerings for clients looking for innovative retirement solutions,” Cieszko notes.
Sokolic joined American Century from LPL Financial, where he most recently served as senior vice president of LPL Retirement Partners. He was a senior member of the retirement plan division responsible for the creation, maintenance and support of all retirement plan adviser-facing products and services. Specifically, he led the development of LPL’s Worksite Financial Solutions program. He also led the creation of a rollover platform to assist advisers in facilitating rollovers with employers and the creation of a new team that works with small balance end investor accounts.
Sokolic earned a bachelor’s of science degree in accounting from Pennsylvania State University.
For more information on the firm, visit www.americancentury.com.