Deals & People March 6, 2015

Prudential Names New Pension Risk Transfer Head

Scott Kaplan has been named head of the pension risk transfer business team at Prudential Retirement, effective immediately.
Reported by

Kaplan, a senior member of the pension risk transfer (PRT) leadership team, will continue to report to Phil Waldeck, the overall group head of pension and structured solutions for Prudential. The rest of the PRT team remains the same, including Amy Kessler, who will continue to lead and grow the longevity reinsurance business in her current role as head of the longevity reinsurance team.

The change comes as Dylan Tyson, who held senior leadership roles in Prudential’s PRT business for the past seven years, takes on a new role on the senior leadership team at Prudential of Korea.

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An 18-year veteran of Prudential, Kaplan previously led risk transfer and risk management strategies for pension plan sponsors as senior vice president and head of global product and market solutions for Prudential’s pension and structured solutions business. Kaplan previously served as the senior finance leader for Prudential’s individual life insurance business and as managing director within Prudential’s treasurer’s department, where he co-headed the corporate finance group and served as Prudential’s liaison with the rating agencies. He is also a former member of the core treasury team which led Prudential’s demutualization.

Kaplan earned a B.A. in economics from Colgate University, and received an M.B.A. in finance from the New York University Leonard N. Stern School of Business. He is a CFA charterholder and a CPA.

Products March 6, 2015

OneAmerica Expands Adviser Value-Add Program

An expanded advisory practice management program from OneAmerica offers strategies in areas such as sales and marketing, branding, human resources (HR), client services and operations.
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OneAmerica says its expanded value-add capabilities for financial advisers can help boost practice value and growth through nearly 60 distinct solutions. These include client education materials, data sheets and a variety of adviser tools.

For example, the branding solution helps an adviser establish and deliver his “brand promise,” OneAmerica says. The client service solution explains how to redefine value and incorporate high-gain strategies into the adviser’s client service model.

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OneAmerica also unveiled a new retirement readiness program for plan sponsors that pulls together a variety of products, services and technology to help improve employees’ retirement outcomes.

“The retirement readiness program offers everything a plan sponsor needs—from innovative plan design features to an exceptional online education toolbox—to drive better participant retirement readiness results,” says Bill Yoerger, president of retirement services for the companies of OneAmerica.

The products of the OneAmerica companies are distributed through a nationwide network of agents, brokers and other distribution sources. More information is at www.OneAmerica.com/companies.

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