James M. Kais

EVP, Retirement Plans at Ameritas

Kais' accomplishments at Ameritas have included revamping the retirement plans distribution system and attracting seasoned industry experts to his team. He also recently led the successful acquisition by Ameritas of BlueStar Retirement Services, Inc. He has more than two decades of experience in retirement plans. Prior to joining Ameritas in 2018, he held several roles with increasing responsibility culminating as senior vice president, retirement practice leader at Transamerica. Prior to Transamerica, he held various roles at ADP TotalSource, Prudential and Merrill Lynch.

Kais earned his Bachelor of Arts degree in economics and business administration from Ursinus College, Collegeville, Penn., and he holds the FINRA Series 6, 63 and 26 securities registrations.

Timeline

  • EVP, Retirement Plans

    March, 2022 - present

  • SVP, Retirement Plans Division

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