Ernest Jordan has taken on the newly created role of Head of Sales for Tax-Exempt Retirement Plan Markets. The new role will see Jordan work with 403(b) and 457 plans in the health care, education, government and non-profit sectors.

Jamie Ohl, president of Tax-Exempt Retirement Plan Markets says the role was created to better fit with the shift in retirement and savings plan realities.

“Over the past 10 years, there has been a fundamental shift in responsibility from institutions to individuals when it comes to planning for a secure financial future,” she says.

She adds that the industry has and continues to evolve to provide the help individuals need. “Jordan’s experience in this area – working with both institutional and retail customers – will help ING U.S…I am confident his industry knowledge and sales success will complement the talent and experience of our Tax-Exempt Markets team.”

Jordan’s most recent role was as Managing Director with MetLife Financial Group of the South. He also served over the past decade with AIG-VALIC, most recently as Senior Vice-President for National Markets and Group Relations. There he managed the company’s corporate strategy for growth in core market segments – including education and health care – which he is carrying over into his new role.

Jordan has also done work in the 403(b) and 457 spaces with Peachtree Settlement Funding, Symetra Financial and Symetra Retirement Wealth Management Solutions.

Says Jordan: “I look forward to implementing strategies that deepen the existing relationships ING U.S. has built with its distributors, plan sponsors, and the millions of individual plan customers it serves while also expanding opportunities to guide more Americans on their journey to and through retirement.”

He will be responsible for developing and implementing sales strategy for both new and existing retirement plans and will be based in ING U.S’s Windsor, Connecticut office.

With Jordan and his new role, ING U.S. will be looking more towards working with younger workers to encourage savings and greater planning at an early age as well as offering more effective advice to people as they move towards their retirement – and look for a steady source of income that will last long after retirement.

While the role is new, Ohl says ING’s strategy remains unchanged.

ING U.S. is currently undergoing a rebrand and will be known as Voya Financial. The company services 13 million individual and institutional clients. Ohl and his team are accountable for the strategy and operation of the business that manages and administers $80.7 billion in assets.

Joel Kranc is Director of Kranc Communications, focusing on business communications, content delivery and marketing strategies. He has written and worked in the retirement and institutional investment space for 17 years covering North American markets, large institutional pensions and the adviser community. joel@kranccomm.com.

 

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