Deals and People June 10, 2016

Retirement Industry People Moves

Kravitz opens Atlanta office, and TIAA leader elected to NBOA board.
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Cash balance plan provider Kravitz has opened a regional headquarters in Atlanta to serve the demand for cash balance plans throughout the South and Southeast.

Kravitz tapped Atlanta resident and retirement plan sales expert Shannon Hayes to lead the new office.

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Hayes brings more than a decade of retirement industry experience to Kravitz, including experience at The Hartford, Edward Jones and Mass Mutual. Most recently, she doubled sales in the Atlanta region for a national third-party administration (TPA) firm.

“I really look forward to growing relationships with the Kravitz network of financial advisers, CPAs and partner TPA firms across the Southeast,” Hayes says. That network includes more than 300 retirement professionals in the local area who have completed the Kravitz Cash Balance Coach Certification program.

NEXT: TIAA leader elected to NBOA board

Ben Lewis, senior managing director at TIAA, has been elected to serve on the National Business Officer’s Association (NBOA) Board of Directors starting July 1.

Lewis, who leads TIAA’s retirement plan business dedicated to independent schools, was selected to the board due to his deep understanding of the challenges facing independent school business officers and leadership in the small- to mid-size retirement plan field. During the three-year term, Lewis and his fellow board members will focus on helping independent schools address strategic needs, including securing financial well-being for their employees.

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