Mark Pherson, Cfa Email & Phone Number

Baltimore, Maryland, United States

• Manage the team responsible for the ideation, planning, design and implementation of new products and product enhancements for the Workplace Solutions division• Responsible for the lifecycle management of Employee Benefit, Retirement and Stable Value products, including the management of each business line’s product roadmap• Chair the Stable Value Solutions Working Group Governance Committee, which is responsible for the oversight of the synthetic GIC business• Ensure Workplace Solution’s products adhere to Pricing, Product Development Policy, which includes the presentation of product proposals throughout the company’s governance process• Represent the company at industry conferences and client meetings as the organizations product SME for the SVS, RP and EB businesses

Baltimore, Maryland Area

• Serves as the stable value product subject matter expert within the organization.• Responsible for first-line risk oversight of investment manager requests to change existing product features (specifically, responsible for oversight of contract and investment guideline updates in the synthetic GIC business)• Leads a cross-functional team to design and price stable value products• Monitor and understand competitors' fixed/stable value offerings to incorporate key insights into ongoing proprietary solutions.• Concept test ideas with consultants and clients to ensure customer needs are understood and incorporated into the product design.• Assess current and future business processes required to support product and service solutions.• Research and develop product design requirements. Implement and launch products, including the development of contract documents and provisions with legal resources, sales ideas, and related literature.• Accountable for the lifecycle management of stable value solutions.• Primary point of contact to assist with training, knowledge sharing and/or problem resolution associated with stable value solutions. Train peers and team members on stable value solutions to increase expertise within the team.• Manage personal resources to achieve Transamerica’s stable value product goals

Washington D.C. Metro Area

• Managed Defined Contribution Plan relationships • Advised on the plan investment line-up options available to plan sponsors and provided investment performance overviews and analysis on an ongoing basis• Presented updates on regulatory and investment changes impacting plan sponsor clients• Assisted on all standard plan filings, including informational reports to the IRS and Department of Labor (DOL), such as Form 5500• Helped Plan Sponsors determine the parameters for their plans, including distribution options, vesting schedules and application of fees. • Subject Matter Expert on Defined Contribution Plan industry and issues