Rocaton Adds 403(b) Expertise to Consulting Team

In her new role, Improta joins the investment advisory consulting firm’s current DC leadership team of Chris Lyon, partner and head of defined contribution, and Jeri Savage, managing director, defined contribution research.

Improta was most recently a partner at Hewitt EnnisKnupp, where she was the 403(b) client practice leader and a member of the defined contribution leadership team. She worked there from 1998 through June 2014. Prior to that, she served as a consultant at both Segal Advisors and Evaluation Associates.

“Diane’s reputation and knowledge of the 403(b) market, combined with her broader experience across plan types, make her an excellent complement to our team,” says the Norwalk, Connecticut-based Lyon. “We are particularly excited about the additional perspective she will bring to our current and future defined contribution clients.”

Rocaton offers investment advisory services to institutional investors, including defined benefit and defined contribution plan sponsors, health care and insurance companies, financial intermediaries, endowments and foundations, and private wealth clients.