Transamerica Names Regional Retirement Plan Sales Leader

July 9, 2014 (PLANSPONSOR.com) – Transamerica Retirement Solutions has named Bill Feldmaier as division vice president for the company’s central region retirement plan sales.

Feldmaier will lead Transamerica’s team of central regional vice presidents for all retirement plan sales activities in the small-plan market. He will report to Jason Crane, executive vice president and managing director of retirement plan sales.

“Bill is a valued team player who will support our sales force in offering expert guidance to financial professionals and retirement plan sponsors,” says Crane, who is based in Harrison, New York. “We are delighted to have a proven sales leader of his caliber join the Transamerica team. We are confident that his experience, leadership and ability to establish successful business partnerships will help Transamerica to increase retirement readiness for more U.S. employees.”

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Feldmaier has 14 years in the retirement services industry, and has worked both as a successful wholesaler and in national sales leadership roles. Most recently, he served as national sales director of intermediary sales for CUNA Mutual Retirement Solutions.

Feldmaier will replace Dan Long, who will now serve as regional vice president for midwest institutional retirement plan sales, reporting to Michael Wannell, division vice president for institutional markets in the western region.

Transamerica Retirement Solutions is a provider of customized retirement plan solutions for small to large organizations. More information about the firm is available at http://www.trsretire.com.

IRS Reschedules Same-Gender Benefits Discussion

July 9, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has moved back the date of a phone forum on same-gender couples and retirement plans to July 17.

The forum, “Retirement Plans After Windsor,” was originally scheduled for June 26. The forum will cover implications of the U.S. Supreme Court’s decision in United States vs. Windsor, as well as Revenue Ruling 2013-17 and Notice 2014-19 on qualified retirement plans. IRS officials will also address frequently asked questions posted on the IRS website that relate to the Windsor decision and qualified retirement plans (see “IRS to Discuss Retirement Plans and Same-Gender Marriages”).

The one-hour forum will take place at 2 p.m. Eastern Time on July 17. Those interested in participating can register for the forum here. A 25-page handout of material related to the forum can be downloaded here.

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