Products February 17, 2012

Institute Offers Program for Growing 401(k) Business

The National Institute of Pension Administrators (NIPA) is expanding its TPA Business Owner Resources to include the 401(k) Sales Champion Workshop.
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The program is an online 401(k) sales and service training program that will allow third-party administration (TPA) firms to grow referrals and improve client services by providing financial advisers with professional development.

As a result, NIPA members can obtain a license that provides exclusive or select geographic territory, allowing for unlimited access to the workshop for financial advisers during the license period. The workshop is offered in partnership with Chris Barlow, managing director of KnowHow401(k), and Ron Bush, principal at Retirement Research Inc. 

The 401(k) Sales Champion Workshop is composed of 14 video segments that describe a seven-step process for financial advisers to follow to optimize their 401(k) sales opportunity. Additionally, the workshop provides access to a variety of E-Tools to aid financial advisers in improving their 401(k) sales and service efforts.

For more information on this NIPA program and other NIPA TPA Business Owner Services, visit www.nipa.org.
Deals & People February 16, 2012

Mutual of Omaha Appoints VP

Mutual of Omaha appointed John Corrieri as vice president of the company’s 401(k) product and distribution.
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Corrieri will differentiate Mutual of Omaha’s retirement product offerings to 401(k) advisers and plan sponsors in the small to mid-size markets.  

Corrieri most recently served as the Institutional Retirement Group Marketing Leader for Genworth Financial in Richmond, Virginia. His Financial Services career includes varied leadership positions in call center management, service strategy, education and enrollment and defined contribution strategic marketing at both Fidelity Investments and Prudential Financial.  

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Corrieri earned his bachelor’s degree from the University of Massachusetts and his MBA from Babson College – F.W. Olin Graduate School of Business.  He holds Series 7, 24 and 63 designations.

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