Retirement Industry People Moves

Nationwide Taps Stacy LaiFook for Annuity Business Development

Stacy LaiFook

Nationwide Mutual Insurance Co. chose Stacy LaiFook to lead the annuity division’s business development team, effective April 27.

LaiFook has more than 30 years of experience in the financial services industry, and most recently served as a senior principal at Oliver Wyman, where she led the firm’s annuity initiative with a focus on business development and talent.

Earlier in her career, LaiFook served as MassMutual Ascend Life Insurance Co.’s senior vice president of product and pricing, where she was responsible for annuity product strategy, execution and performance. LaiFook served as vice president of Great American Life Insurance Co. before it was acquired by MassMutual in 2021, and she contributed to the launch of the firm’s pension risk transfer business.

Bernstein Picks Kim Mustin to Lead Business Owner Segment

Kim Mustin

Bernstein Private Wealth Management, a unit of AllianceBernstein L.P., appointed Kim Mustin to lead the firm’s business owner segment. Mustin reports to Rick Meyers, head of client service and advisory.

In her expanded role, Mustin will spearhead Bernstein’s strategy for supporting private business owners’ wealth planning. She will also continue to oversee Bernstein’s 401(k) and cash balance offerings and serve as co-senior managing director of the New York region.

Mustin joined Bernstein in 2017 to co-lead its New York office and has more than 25 years of experience in the financial services and civil service sectors. Prior to Bernstein, Mustin held senior roles at several firms on Wall Street and spent nearly one decade at the Department of the Treasury.

Matthew Barbera Appointed Head of 401(k) Advisory Services at Uhlmann Price

Matthew Barbera

Uhlmann Price Securities appointed Matthew Barbera as senior vice president of 401(k) and retirement plan services. In his new role, he will collaborate with the Uhlmann Price wealth management team to provide participants in plans the company advises with access to financial and retirement planning tailored to their financial position.

Barbera brings more than 25 years of experience to the role and has worked with plan sponsors on plan design and compliance, investment management and employee education. He says he can serve as two types of outsourced fiduciaries for plans: a 3(21) investment adviser and a 3(38) investment manager.

Colorado Fire, Police Pension Names Next Executive Director

Adam Franklin

The Fire & Police Pension Association of Colorado named Adam Franklin its next executive director, effective January 1, 2027. Franklin succeeds current Executive Director Kevin Lindahl, who will retire on December 31, 2026. In the meantime, Franklin has been promoted to deputy executive director from general counsel.

Prior to joining FPPA in 2022, Franklin served as general counsel at the Colorado Public Employees’ Retirement Association. He also served on the executive board of the National Association of Public Pension Attorneys from 2014 to 2020.

Steve Holman Joins RCH to Encourage Automatic Portability Adoption

Steve Holman

Retirement Clearinghouse LLC announced that Steve Holman joined the firm as senior vice president of portability services network strategy and development, reporting to Neal Ringquist, RCH’s executive vice president and chief revenue officer. Holman will be responsible for accelerating plan sponsors’ adoption of automatic portability of their participants’ retirement account balances under $7,000.

Holman served as a PSN board member when the network launched in November 2023. Prior to joining RCH, he held several roles during a 21-year career at Vanguard, including principal and head of distribution enablement for the former institutional investor group, as well as head of the client success program office. Additionally, Holman led a suite of retirement plan services for defined contribution plans with less than $20 million in assets.

Nationwide Hires 3 to Group Benefits and Annuities Businesses

Nationwide Mutual Insurance Co. announced several sales leadership hires across its benefits and annuity businesses:

• Amy Mattingly will lead the group benefits distribution team, effective April 13;
• Ann Raible will fill Mattingly’s previous role leading Nationwide’s advisory and annuity distribution channel; and
• Raible and Brad Carrier, who leads brokerage distribution, became joint leaders of annuity distribution, effective April 8. The two succeed Rona Guymon, who left Nationwide in late 2025.

Amy Mattingly

Mattingly, who joined Nationwide in 2007, will be responsible for developing, implementing and leading the sales distribution strategy for the group benefits business, with a focus on stop -loss and program-managed solutions for small and mid-sized businesses.

Ann Raible

Raible, who joined Nationwide in 2006, will be responsible for distributing commission- and fee-based annuities across registered investment advisers, independent marketing organizations and third-party partnerships. She previously led business development and served as the sales director for Nationwide Advisory Solutions. Prior to Nationwide, Raible worked for TIAA-CREF, where she managed the sales desk and helped build the organization’s adviser services distribution channel.