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View More Press Releases by American Express Retirement Services

Press release:

WORKPLACE FINANCIAL EDUCATION EXPANDS AT AMERICAN EXPRESS New addition to Financial Education and Planning Services distribution: Kristin Story

Issued by: American Express Retirement Services

Date: June 22, 2004

MINNEAPOLIS, June 21, 2004 — American Express Retirement Services today announced that Kristin Story has joined the firm as vice president, sales in the expanding distribution arm of American Express Retirement Services. Story will office north of Boston serving the Northeastern territory of the United States.

“Kristin adds a wide range of experience in institutional products,” said Steven J. Moen, group vice president and national sales manager, American Express Retirement Services. “As we further establish American Express’ leadership in workplace financial education and retirement benefits, we are very excited to have her play a significant role in our expanded distribution efforts in the Northeast.”

With fourteen years of institutional retirement benefits experience, Story comes to American Express from Wachovia where she was vice president, major markets retirement sales responsible for sales of institutional retirement plans in a 23-state territory. Prior to Wachovia, Story was a regional sales manager with Charles Schwab responsible for defined contribution, non-qualified and ESOP/ESPP plan sales. She also has held positions at Bank One and Fidelity Investments.

American Express Financial Advisors popularized early saving and investing programs for Americans more than 100 years ago, helping give rise to financial planning, mutual funds and retirement plans in the past century. Today, American Express continues its commitment to individuals and corporations with the Financial Education and Planning Services unit of American Express Retirement Services, which delivers comprehensive financial education programs to organizations ranging from small businesses to Fortune 500 corporations. FEPS provides Web, phone, print and face-to-face education, guidance and advice to more than two million workers nationwide. The Financial Education and Planning Services group added a record 658 new corporate and relationships in 2003.

American Express Retirement Services, a service group of American Express Financial Advisors, provides corporations, unions and municipalities, and their more than 1 million workers nationwide with a complete package of financial education, recordkeeping, investments and trustee services for their qualified retirement plans. For more information on American Express Retirement Services, visit

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First use 06/21/2004

Registered investments and financial planning services are offered through American Express Financial Advisors Inc., Member NASD.  American Express Company is separate from American Express Financial Advisors Inc. and is not a broker-dealer.  Retirement plan and trust-related services are offered through American Express Trust Company.

View More Press Releases by American Express Retirement Services

This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

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