According to the announcement, the two new San Francisco-based consultants, Kay M. Fahlstrom and Tracey Hall, took up their roles at New York Life Retirement Plan Services in September and report to Katie Blake in the firm’s Westwood, Massachusetts headquarters. Fahlstrom and Hall work with James Watts, executive relationship manager at New York Life Retirement Plan Services, who relocated to San Francisco in March to lead the new West Coast client service effort.
Fahlstrom was previously an education consultant and senior marketing manager at Schwab Corporate Services in San Francisco, and Hall served as a communications manager with Wells Capital Management, San Francisco, and a director of plan sponsor marketing communications with Fidelity Investments, the announcement said.
In addition, the firm announced it has now extended its participant call center hours from 8:00 a.m. ET to 10:00 p.m. ET. (5 a.m. PT to 7 p.m. PT) to better support the needs of participants on the West coast.