Benefits industry newsmakers: EBRI, Carillon Tower Advisers, Fulcrum Health, Atlas Health, AMPI

News from Alight Solutions, Commonwealth, EPIC, Modern Hire, The Financial Services Institute, Symetra, Pinnacle Actuarial Resources and more.

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As summer rolls on, we’re seeing more promotions and new hires, as well as some award winners and partnerships. Here’s what’s crossed our desk recently.

Symetra Life Insurance Company announced Lori J. Black is vice president, National Voluntary Practice Lead, a new role for the organization. She reports to Harry Monti, executive VP, Benefits Division. Black will be responsible for growing Symetra’s presence in the group insurance market, driving execution of critical investments and refining the Benefits Division’s ongoing voluntary benefits strategy. Most recently, she was VP, Strategic Development at YouDecide.

Pinnacle Actuarial Resources announced that Erick Mortenson has joined the organization as a consulting actuary. Mortenson joins Pinnacle after a tenure at Willis Towers Watson, where he was a senior vice president.  He is an associate of the Casualty Actuarial Society (ACAS) and is a certified specialist in predictive analytics (CSPA) from the CAS Institute. He also has passed the Uniform Investment Adviser Law (Series 65) and the chartered financial analyst Level 1 examinations.

Modern Hire announced the appointment of Karin Borchert as chief executive officer. Borchert brings more than 25 years of experience in growing and leading data-driven businesses in the SaaS and information services industries. She will be responsible for driving Modern Hire’s science and technology initiatives along with the growth of its data-driven hiring platform. Borchert will also oversee the company’s global operations and strategy, following on its recent acquisition of Sonru.

Fulcrum Health announced it has promoted Renea Stuckey to chief operations officer. Stuckey transitions into the role after consulting with Fulcrum and serving as chief of staff over the past three years. She brings more than 35 years of healthcare industry experience to her new role. Before joining the organization in 2017, she served as principal of her business management consulting practice, Hood & Associates.

EPIC Insurance Brokers and Consultants announced that Nancy Webster has joined the firm as senior principal. In her new position, Webster is responsible for new business development, as well as the design, placement, and management of employee benefits insurance programs and solutions for mid-market and large clients. Webster will report to KJ Wagner, President of the Southwest Region.Webster joins EPIC from Arthur J. Gallagher & Co., where she spent 18 years, mostly recently as area senior vice president.

The Employee Benefit Research Institute (EBRI) has recognized Segal’s Howard Fluhr as this year’s winner of the annual Lillywhite Award. Named after Ray Lillywhite, a pioneer in the pension field, the award honors employee benefits professionals for extraordinary lifetime contributions to Americans’ economic security. A longtime leader on issues pertaining to employee benefits, Howard Fluhr is Chairman Emeritus of Segal’s Board of Directors and served as the company’s President and Chief Executive Officer from 1994 through 2005, after which he served as Chairman of their Board of Directors. He was a member of EBRI’s Board of Trustees for 25 years and also its Chairman from 2001 through 2002.

Commonwealth and JPMorgan Chase announced they are collaborating to address the challenges and opportunities that emerging technologies present to lower- and moderate-income people’s financial lives. As part of the two-year initiative, Commonwealth will conduct research, understand and document the financial landscape for financially vulnerable people, examining usage patterns of emerging technologies.

Carillon Tower Advisers announced that it has hired ESG professional Joy Facos as Head of Responsible Investing. Facos has more than a decade’s experience advising asset managers on how to best integrate ESG (environmental, social, and governance) factors into investment decisions and processes. Facos will lead the firm’s continuing progress towards the six principles of the United Nations-backed Principles for Responsible Investment (PRI), of which Carillon and its affiliates are signatories. She reports to the chairman and president.

Atlas Health announced that it has been selected as a finalist in the Fierce Innovation Awards – Healthcare Edition 2020. Atlas was recognized as a finalist in the category of Financial/Operational Solutions.

The Alliance to Modernize Prescribing Information (AMPI) has been created. The primary goal of the organization — led by members including AbbVie, AmerisourceBergen, Johnson & Johnson, Merck, Mylan, Pfizer, and Teva — is to advance regulatory or legislative reforms to facilitate the dissemination of FDA-approved pharmaceutical labeling information via digital platforms.

Alight Solutions announced that Michael Rogers has been named chief human resources officer. He  brings more than 15 years of HR leadership experience, most recently as chief people officer of NGA Human Resources until the close of Alight’s acquisition of the business in late 2019. He reports to chief executive officer Stephan Scholl and is based in Belgium.

The Financial Services Institute (FSI) announced the first 20 honorees of its inaugural advocacy recognition awards program, encompassing both the FSI Advocacy Circle of Excellence and the Stephen R. Kareta Excellence in Advocacy Award. Three members of the Advocacy Circle of Excellence – Harman Wealth Management Managing Director and CEO Dean Harman, Kusske Financial Management President Mary Kusske and Cetera Advisor Networks Head of Supervision Summer Pretzer – were further recognized with FSI’s first Stephen R. Kareta Excellence in Advocacy Award. In addition to Harman, Kusske and Pretzer, the honorees named to the inaugural Advocacy Circle of Excellence include:

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