Retirement Industry People Moves

IRI Announces 2 Board Members

Dan Moorman

Alison Reed

The Insured Retirement Institute announced the election of two members to its board of directors: Alison Reed, executive vice president and head of distribution at Jackson National Life Distributors LLC, and Dan Moorman, managing director and head of annuities, insurance, client and financial adviser-directed advisory programs in the investment products group at Wells Fargo & Co.

“[Reed and Moorman] are accomplished leaders who bring deep industry knowledge and valuable experience to the board, said Wayne Chopus, the IRI’s president and CEO, in a statement. “I look forward to working with them as we continue advancing IRI’s mission and helping ensure that more Americans achieve a secure and dignified retirement.”

Anthony Provenzano Joins Wagner Law Group

The Wagner Law Group hired Anthony Provenzano as a partner in the firm’s Washington, D.C. office.

Provenzano’s practice focuses on tax, the Employee Retirement Income Security Act and other laws impacting executive compensation and employee benefits. He advises clients on rules regarding nonqualified, equity and tax-qualified arrangements, as well as associated employment tax and deduction issues.

In addition, Provenzano focuses on transactions and controversy matters involving examinations and disputes with the Department of Labor, Internal Revenue Service and Pension Benefit Guaranty Corporation.

July Business Services Makes 2 Senior Leadership Appointments

Retirement plan administration and recordkeeping technology provider July Business Services LLC announced two senior leadership appointments. Blake Willis was promoted to president of retirement services from chief operating officer of retirement services, and Josh Bulgin joined the company as chief commercial officer, a newly created role.

As president, Willis will oversee July’s core plan operations, ERISA and technical standards and adviser relationships.

In the chief commercial officer role, Bulgin will lead July’s growth, transformation and commercial strategy, with responsibility for marketing, sales and the firm’s go-to-market approach. He joins July from Concentrix, where he served as senior vice president of customer experience technology. Earlier in his career, Bulgin held senior leadership roles at Asurion LLC, Voltati Corp. (formerly Motricity), and Zoove Corp.