New hires support retirement plan sponsors, financial advisors, third party administrators
ENFIELD, Conn. – MassMutual has appointed six new relationship managers (RMs) to boost support for retirement plan sponsors and their financial advisors across the country.
The new additions raise MassMutual’s total number of relationship managers supporting retirement plans to 103, according to Una Morabito, Senior Vice President, Relationship Management for MassMutual Retirement Services. The firm is increasing its number of RMs from the 90s as part of its efforts to support record sales, she said.
“Our relationship managers are a big reason why MassMutual in 2014 enjoyed record retention and plan sponsor satisfaction rates,” Morabito said. “We need to continue building our network of RMs to ensure plan sponsors, financial advisors and third party administrators (TPAs) receive the support they need to help plan participants retire on their own terms.”
The new relationship managers are responsible for helping employers make the most of their 401(k), 457 and 403(b) defined contribution retirement plans for employees. The relationship managers work with employer’s decision-makers, investment advisors and consultants, TPAs, attorneys and accountants to help employers manage their plans as effectively as possible.
The new appointments are as follows:
Gregory Baran was appointed as a relationship manager for unbundled retirement plans in New England and New York. He reports to Jim Keating, Assistant Vice President, Client Relationship Management. Baran has nine years of experience in the retirement plan marketplace, most recently as a MassMutual retirement education specialist. Previously he held other financial services positions at John Hancock and The Hartford. He has a Bachelor of Arts from Hobart and William Smith Colleges.
Joey Biggerstaff was named relationship manager for large retirement plans in California, Colorado, Kansas, Louisiana, Missouri, Oklahoma and Texas. Reporting to Richard Cartier, Assistant Vice President, Client Relationship Management, Biggerstaff has 21 years of experience in the retirement plans marketplace. He previously was a regional director for relationship management with GuideStone Financial Resources. He has a Bachelor of Business Administration from Texas A&M University, is a Chartered Retirement Plan Counselor, and has Series 7, 63 and 26 licenses.
Jesus Herrera was appointed as a relationship manager for retirement plans in Houston, Texas. He reports to Hal Oberg, Assistant Vice President, Client Relationship Management. With 15 years’ experience working with retirement plans, Herrera last worked for Arthur Gallagher & Company as a client relationship consultant. He has an Associates Degree from Houston Community College and Series 7 and 63 licenses.
Douglas Morash was named as a relationship manager for unbundled plans in Georgia, Maryland, North Carolina, South Carolina and Virginia. He reports to Keating. Morash, who most recently served as a communications director at MassMutual, has 21 years’ of Arts from the University of Massachusetts, and a Series 6 license.
Casey Sand was appointed as relationship manager for retirement plans in Arizona, Colorado, New Mexico, Utah and Wyoming. He reports to Craig Haase, Vice President, Relationship Management. Most recently, Sand was a client service manager for MassMutual Retirement Services and has 12 years’ experience serving retirement plans. Bachelor in Science from Arizona State University.
Emily Totty was named a relationship manager for unbundled retirement plans in Alabama, Arkansas, Florida, Kansas, Louisiana and Mississippi. She reports to Phil Maness, Assistant Vice President, Client Relationship Management. Totty previously served as a retirement education specialist for MassMutual and has eight years’ of financial services industry experience. She earned her Masters in Business Administration from the University of Florida and a Bachelor of Science at the University of Central Florida, and has Series 7 and 63 licenses.
For more information about MassMutual’s Retirement Services Division, please contact your financial professional or call MassMutual at 1-800-874-2502, option 4.
Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.