Deals and People

NY Life Benefit CEO Disend Retires

December 8, 2000 (PLANSPONSOR.com) - Recordkeeping pioneer Joel Disend, chairman and chief executive officer of New York Life Benefit Services, has announced his retirement, effective December 31, 2000.

SHRM Names Drinan President/CEO

November 17, 2000 (PLANSPONSOR.com) - The Society for Human Resource Management (SHRM) has named Helen G. Drinan, SPHR, as its incoming President and Chief Executive Officer. She will replace Michael R. Losey, SPHR, CAE, who is retiring at the end of this year.

AFP Pinnacle Winners Announced

November 13, 2000 (PLANSPONSOR.com) - Pharmaceutical manufacturer Eli Lilly received the 2000 Association for Financial Professionals (AFP) Pinnacle Award, recognizing its success in establishing Treasury as a strategic partner. Also recognized were the Ohio Treasurer's Office and Dell Computer.

Fidelity Exec To Head Dreyfus, Buck Units

October 31, 2000 (PLANSPONSOR.com) - Jude Metcalfe has been named President and CEO of Dreyfus Retirement Services, and will also manage Mellon subsidiary Buck Consultant's Administrative Services Group. Metcalfe had been head of retirement plan services at Fidelity.

A Conversation with new Calstrs CIO Christopher Ailman

October 10, 2000 (PLANSPONSOR.com) - Today Christopher J. Ailman will take the helm as Chief Investment Officer of the $116 billion California State Teachers Retirement System. As he does, PLANSPONSOR.com begins a four-part series sharing Ailman's thoughts as he transitions to run one of the nation's largest pension funds.

Chicago Treasurer Pleads Guilty, Quits

October 27, 2000 (PLANSPONSOR.com) - Chicago City Treasurer Miriam Santos abruptly resigned from her office today, just two weeks before her scheduled retrial on charges of mail fraud and attempted extortion in threatening to cut off city business from a brokerage firm.

A Conversation with CalSTRS CIO Christopher Ailman

October 10, 2000 (PLANSPONSOR.com) - Today Christopher J. Ailman will take the helm as Chief Investment Officer of the $116 billion California State Teachers Retirement System. As he does, PLANSPONSOR.com begins a four-part series sharing Ailman's thoughts as he transitions to run one of the nation's largest pension funds.

Ailman Named New CalSTRS CIO

September 19, 2000 (PLANSPONSOR.com) - Christopher Ailman, chief investment officer at the Washington State Investment Board, has been named chief investment officer of the nation's third largest pension fund - the $116-billion California State Teachers' Retirement System portfolio - effective October 10.

SHIFTING SALES – Delaware, Nationwide, GE Make Moves

August 21, 2000 (PLANSPONSOR.com) - A series of promotions and new hires could be putting a new "spin" on provider sales pitches to institutional buyers in the future, as Delaware, Nationwide and GE Asset Management all announced key sales-related moves today.

FLEET-FOOTED – FleetBoston Consolidates Asset Management Group

August 3, 2000 (PLANSPONSOR.com) - FleetBoston Financial has named Keith Banks as Chief Investment Officer and Chief Executive Officer of the newly formed Fleet Asset Management, which combines Fleet Investment Advisors, Columbia Management Company, Large Institutional Sales, Galaxy Funds and Retirement Plan Services.

Institutional Money Management Legend Tony Gray Retires

June 2, 2000 (PLANSPONSOR.com) - After more than three decades, an institutional money management legend, SunTrust's Anthony (Tony) Gray has announced a surprise decision to retire at the end of July. The move precedes a planned integration of investment management subsidiaries at SunTrust.

CalPERS Names Daniel Szente New CIO

May 25, 2000 (PLANSPONSOR.com) - CalPERS Thursday announced that Daniel Szente will become its new Chief Investment Officer, replacing Sheryl Pressler, who left for the private sector in January.

State Street Names Spina CEO, Logue COO

May 18, 2000 - (PLANSPONSOR.com) - State Street Chairman and CEO Marshall N. Carter, 60, today announced his plans to retire on January 1, 2001. Carter will remain chairman until his retirement, but current president David A. Spina, 57, will become CEO effective immediately, assuming the post of chairman upon Carter's retirement.

Boeing CFO Moves to Lucent

April 24, 2000 (PLANSPONSOR.com) - Lucent Technologies announced Monday that Deborah Hopkins, chief financial officer at Boeing, will become its CFO, effective immediately. Hopkins will be responsible for executive management and oversight of all of Lucent's financial operations.