Heather Hooper Joins Loring Ward as Vice President of Retirement Strategies

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Hooper to head up Loring Ward Total Retirement, a provider of retirement plan solutions to independent advisors

Loring Ward Total Retirement represents a real innovation in the retirement plan marketplace.

Loring Ward announced that Heather Hooper has joined the firm as the Vice President of Retirement Strategies, a new position for the company.

Hooper, formerly Chief Operating Officer with NextStep Defined Contribution, Inc., will head up Loring Ward Total Retirement (LWTR) – which works with independent advisors to offer a wide range of retirement plan solutions, including 401k, 403b, 457(b), Profit Sharing, Defined Benefit and 401k/Defined Benefit combos.

“Hiring Heather embodies our commitment to expanding our retirement plan capabilities,” said Alex Potts, President and Chief Executive Officer of Loring Ward. “Heather possesses the exceptional leadership and talent we need to help advisors grow their retirement plan capabilities significantly."

Loring Ward Total Retirement provides an innovative, cost-effective turnkey retirement platform grounded in Loring Ward’s investment philosophy and two decades of experience.

At NextStep, Hooper was responsible for a wide range of services and support, including daily operations, fund management, trading, plan implementation, administration, IT and relationship management.

"Loring Ward Total Retirement represents a real innovation in the retirement plan marketplace," Hooper said. "I am excited about the opportunity to build on its capabilities and continue to expand the number of advisors and plans we serve."

About Loring Ward
Since 1990, Loring Ward (LWI Financial Inc.) has provided Investment & Retirement Plan Management, Business Management and Practice Development to a select group of independent financial advisors and their clients.

Headquartered in the heart of Silicon Valley in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to wealth management, with solutions tailored to the unique requirements of successful individuals, small businesses and institutions. As of 5/11, Loring Ward has almost $7 billion in assets under management. For more information, please visit http://www.loringward.com.


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William Chettle
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