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CUNA Names Bill Riccio as Director of TPA Relationship Management


MADISON, WI, November 28, 2016 -- CUNA Mutual Retirement Solutions has added talent to its growing bench, this time in the third-party administrator market.

Today, Chris Phillips, director of institutional sales for CUNA Mutual Retirement Solutions, announced the addition of Bill Riccio as director of TPA relationship management. CUNA Mutual Retirement Solutions has been preparing internally for a 2017 launch of its TPA channel, and Riccio is the first external hire for this growing channel.

"Presence in the TPA channel is a critical component for the long-term strategy for our retirement services business," Phillips said. "This new position will play a key role in executing this strategy."

Phillips said the position attracted many talented candidates. "We are very excited to have Bill join the team and think his diverse background on both the sales and operations side will resonate well with TPAs across the country."

Riccio joined CUNA Mutual Retirement Solutions earlier this month reporting to Phillips. Riccio has more than 20 years of experience in the financial services industry and will be responsible for growing TPA relationships nationally. He most recently served as vice president of sales with Vertical Management Systems (Retirement Revolution). He also has experience with United Planners, Retirement Alliance, Charles Schwab and Vanguard.

"We have a clear focus on fiduciary regulations, efficiencies and the tools and support needed for our partners, TPAs and advisors, to confidently service the expectations of plan sponsors and their participants," Riccio said. "I've joined a passionate group and look forward to advancing the product and strategic partnerships in the TPA community."

About CUNA Mutual Retirement Solutions

CUNA Mutual Retirement Solutions designs simple and practical retirement programs that help hard-working Americans save for the future. For more than 50 years, it has been a leading provider of qualified and nonqualified retirement solutions delivering service excellence and customer-focused, best-in-class products. With nearly $18 billion in assets under administration and more than 6,700 retirement plans in place, the company is helping more than 330,000 hard-working Americans save for the future. Its products, tools and resources work together to help achieve better employee outcomes measured at the plan and participant levels. More information is available at www.cunamutualrs.com.


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