Retirement Industry People Moves

Andrea L. Masucci has joined Hamilton Capital Management Inc. as director of retirement plan services.

Masucci will be responsible for the design, management and delivery of services within the group, which provides investment management services to employer-sponsored retirement plans, and will be charged with its growth and development.

Masucci has more than 13 years’ experience in the financial services industry, the last five of which being in retirement plan services. She most recently served as regional sales manager for a national retirement plan management firm and previously held several positions at Nationwide Financial.

R. Matthew Hamilton, chairman and chief executive of Hamilton Capital, cites Masucci for her breadth of industry experience and strong ability to innovate.

Masucci holds the Chartered Financial Consultant (ChFC) designation as well as a FINRA Series 6 license. She is a mentor with the Women in Pensions Network.

Hamilton Capital Management, an investment management and financial advisory firm, is headquartered in Columbus, Ohio.

NEXT: SEI names Paul Klauder head of institutional group  

Paul Klauder, formerly head of sales for SEI’s institutional group, has been named as the group’s executive vice president and head. Klauder takes over the position from Edward D. Loughlin, who retired on January 31, after more than 36 years with the company.

Before his appointment, Klauder oversaw business development for the North American institutional investing market. He has been at the forefront of expanding new market opportunities and solutions across SEI’s institutional market segments. Klauder had worked directly for Loughlin since 1999 after previous roles with the company in managing business development for the Midwest and Mid-Atlantic regions and direct institutional selling in the latter. He joined SEI from Arthur Andersen, where he worked as a certified public accountant (CPA) specializing in financial service audits and employee benefit plan reviews and consultations.

Alfred P. West Jr., chairman and chief executive of SEI, expresses great confidence in Klauder’s abilities to lead the business, calling him an integral part of the firm’s institutional group who has played “a major role in turning a new business at SEI in the 1990s into a market-leading asset management and solutions business.”

Brian D. Dillon has joined the Boston office of Fiduciary Investment Advisors(FIA) as a consultant.

Dillon will focus on corporate and tax-exempt defined contribution (DC) retirement plans.

Previously, Dillon was president and founder of Positive Retirement Outcomes LLC, an independent retirement plan consulting firm. He has worked exclusively with institutional clients since 1992, beginning with Fleet Investment Management in Buffalo, New York. In 1997, he moved to Boston to join MFS Retirement Services Inc. as a regional vice president and 401(k) wholesaler. He then was a managing director for John Hancock Funds, helping to launch its defined contribution investment only (DCIO) effort before leaving to start his own firm in 2009.

Michael Goss, executive vice president of FIA, says Dillon is passionate about participant outcomes and Employee Retirement Income Security Act (ERISA) fiduciary governance.

Dillon holds a bachelor’s degree in psychology from Syracuse University, as well as the Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary Analyst (AIFA) designations.

Corrie Oliva has joined independent investment advisory Arnerich Massena Inc. as a consultant in institutional services. She will provide consulting services to corporate, public and nonprofit clients.

Oliva, who has more than 15 years of experience in the investment industry, was previously the vice president of advisory services for Heintzberger Payne Advisors and a principal and consultant for RVK Inc.

Terri Schwartz, managing director of institutional services and business development, cites Oliva for her depth of experience and understanding of the retirement plan landscape and the institutional investment industry.

Oliva holds a bachelor’s degree in business administration with finance and real estate concentrations, cum laude, from the University of San Diego and a master’s degree in financial analysis from Portland State University. She has earned the Chartered Financial Analyst (CFA) designation and is a member of the Portland chapter of the CFA Society, serving as the public awareness chair of the board of directors.

Groom Law Group, a Washington, D.C., law firm that focuses exclusively on employee benefits, health and retirement law, has added two attorneys in the health and welfare practice group.

Before coming to Groom, Lisa Lowenstein was a senior manager at Avalere Health, where she advised health insurers and others on policy and regulatory issues related to Patient Protection and Affordable Care Act (ACA) implementation and developed strategies to engage regulators regarding health reform priorities.

Lowenstein’s previous roles include special assistant/legislative adviser to the deputy director at the Department of Health and Human Services (HHS) Center for Consumer Information and Insurance Oversight (CCIIO). She provided strategic advice to the CCIIO deputy director of policy and regulation regarding the development of policy and regulations related to the ACA. Before that, she was a health insurance specialist at HHS where she drafted regulations, sub-regulatory guidance and policy papers about the act, including the 2014 market rules, rate review and medical loss ratio. Lowenstein joins the firm’s extensive list of attorneys with government experience, including at key federal agencies that regulate health care and retirement plans.

She holds a bachelor’s degree from Princeton University and a juris doctor degree from Georgetown University Law Center.

Joel Wood has years of experience advising clients on planning and compliance issues in employer-sponsored health and welfare arrangements. He was previously of counsel in the nationally recognized health care group at Crowell & Moring LLP. He has counseled clients on the ACA, the Internal Revenue Code (IRC) and the Employee Retirement Income Security Act (ERISA).