BMO Retirement Services Strengthens Team With Addition of Ben Jones
as Manager, Defined Contribution Investment-Only
CHICAGO, ILLINOIS -- (Marketwire) -- 01/22/13 -- BMO Global Asset
Management today announced the appointment of Ben Jones as Manager,
Defined Contribution Investment-Only (DCIO), BMO Retirement Services.
In this newly created position, Jones reports to Matt Smith, Head of
Sales and Strategy, BMO Retirement Services. Jones is responsible for
overseeing BMO's investment product sales in defined contribution
markets across the country. He is based in Park City, Utah.
Prior to joining BMO, Jones served as Director of Defined
Contribution at Russell Investments, where he was responsible for
managing all aspects of its intermediary retirement plan distribution
across the United States.
"BMO Retirement Services is dedicated to helping individuals reach a
more secure retirement, and one of the ways we do this is by
providing world-class investment products to defined contribution
plans," said Smith.
"Ben's wealth of knowledge in the DCIO space, combined with his
energy and professionalism, will further raise the visibility of our
investment capabilities and provide more plan sponsors with
opportunities to take advantage of our asset management expertise. We
are pleased to welcome Ben to the BMO team."
Smith noted that BMO Retirement Services continues to add to its team
of professionals and is currently seeking professionals who have
experience and a successful track record in selling investment
strategies in the Defined Contribution market.
According to Phil Enochs, Managing Director and Head of Relationship
Management at BMO Asset Management, BMO has initiatives in place to:
-- Increase the visibility of BMO investment products with new and existing
record-keeping clients, while maintaining a firm commitment to open
-- Seek institutional asset management mandates from defined contribution
-- Raise BMO's investment profile with consultants and advisors
"With Ben's insight and leadership, we will continue to capture a
meaningful share of defined contribution assets under management and
build on our record of service," Enochs added.
A Chartered Retirement Plan Specialist (CRPS), Jones is a member of
the DCIO Forum and the Defined Contribution Institutional Investment
Association (DCIIA). He was nominated as one of the 100 Most
Influential People in Defined Contribution in 2010 and 2011.
For more information, please visit
About BMO Retirement Services
BMO Retirement Services is an integral part of Global Asset
Management and a premiere, award-winning provider of retirement,
trust and custody services.
BMO Global Asset Management provides holistic, solution-driven
services to our institutional and high-net-worth clients and the BMO
family of mutual funds. With a nearly 40-year legacy of fiduciary
service - and goal of promoting retirement readiness to our more than
500,000 participants in over 1,500 retirement plans - our clients
include retirement plans, Taft-Hartley funds, government and public
funds, not-for-profit organizations and family offices. BMO Global
Asset Management's commitment to service excellence has led us to be
recognized by Pension & Investments as one of the Top 100 largest
We are a part of BMO Financial Group (NYSE:BMO), a fully diversified
financial services firm with $525 billion total assets and more than
46,000 employees as of October 31, 2012.
BMO Retirement Services is a part of BMO Global Asset Management and
a division of the BMO Harris Bank N.A., offering products and
services through various affiliates of BMO Financial Group.
BMO Global Asset Management is the brand name for various affiliated
entities of BMO Financial Group, that provide trust, custody,
securities lending, investment management, and retirement plan
services. Certain of the products and services offered under the
brand name BMO Global Asset Management are designed specifically for
various categories of investors in a number of different countries
and regions. Those products and services are only offered to such
investors in those countries and regions in accordance with
applicable laws and regulations. BMO Financial Group is a service
mark of Bank of Montreal (BMO). Investment products are: NOT FDIC
INSURED - NO BANK GUARANTEE - MAY LOSE VALUE.
BMO Harris Bank
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