KAI ASSOCIATES

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Principal
John B. Kostmayer

  • Began his career at Copeland Companies, later CitiStreet Retirement Services, currently VOYA Retirement Services. In 1986-1989 was a leader in tax sheltered annuity and mutual fund product sales in the 403(b) and 457 retirement plan niches.
  • Recruited by Mercer Retirement (division of Marsh & McLennan) in 1989 to run its retirement products area. As the youngest officer in the firm and an Operations Principal of Marsh & McLennan Securities Corp, responsible for building a profitable and successful retirement plan brokerage business in the 401(k),403(b),457,  and qualified plans midmarket.
  • Twenty-eight years experience in the retirement services industry, fourteen of which were as a principal of an executive search firm, Kostmayer Associates, a family firm founded in 1972 by John H. Kostmayer and since 2001 a principal of KAI Associates, founded to specialize more intensively on the retirement plan services and institutional sectors of the financial services and insurance industries. 
  • Trained and qualified to administer and interpret a number of leadership, targeted skill, and personality assessment tools including Myers Briggs Type Indicator (MBTI),DISC and DNA,  and Caliper that measure those characteristics indicative of success in specific functions; and the interpersonal fit and dynamics between individuals and a hiring executive’s and organization’s character to ensure a fast start and long-term retention.

 



Kai Associates
 75 Glen Road, Sandy Hook CT 06482
 (203)426-5556
      

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