Deals and People July 10, 2006

Callan Names New Leader of DC Practice

July 10, 2006 (PLANSPONSOR.com) - Callan Associates Inc., an institutional investment consulting firm, has appointed Lori Lucas as senior vice president and defined contribution (DC) practice leader.
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According to the announcement, Lucas will focus on new research initiatives, product development and client consultation in the DC area. She will also serve as a member of Callan’s management committee.

Lucas comes to Callan from Hewitt Associates, where she is director of retirement research. Previously Lucas was a vice president at Ibbotson Associates in Chicago, Illinois, where she formed Ibbotson/2020 LLC, a company that provided plan analytics and participant education products to 401(k) investment advisors.

Callan president and CEO Ronald Peyton said in the announcement, “Lori has an outstanding track record and is widely-recognized as an expert in 401(k) plan structure and design. Callan has made a significant commitment to the DC business and Lori will enhance Callan’s existing expertise and knowledge in this vital and growing area of responsibility.”

Lucas’ appointment is effective July 31.

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