It may seem odd to start a roundup of employee benefits peopleand organizations on the move by quoting a former senator andpro-basketball player.

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However, Bill Bradley's quote applies not just to careers, butto the current season of open enrollment, as well as thefast-changing insurance and financial fields: "Ambition is the pathto success. Persistence is the vehicle you arrive in."

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The Plan Sponsor Council of America (PSCA) willjoin the American Retirement Association (ARA)effective Dec. 29, 2017. PSCA will join the four other premierretirement organizations that currently comprise the AmericanRetirement Association: the American Society of PensionProfessionals & Actuaries (ASPPA), the ASPPA College of PensionActuaries (ACOPA), the National Association of Plan Advisors (NAPA)and the National Tax-deferred Savings Association (NTSA).

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Eric Wolfrey is now a risk managementconsultant at insurance brokerage, Assurance.Wolfrey will provide business insurance and riskmanagement solutions to a variety of industries with aconcentration on the construction industry.

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Joe Connell, a partner in the retirement planservices practice at Sikich LLP, was named to theFinancial Times’ 2017 list of top retirement advisers in the U.S.Connell, who has more than 15 years of retirement programexperience, has been included on the FT 401 list since its creationthree years ago.

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Royal Alliance Associates, a financial servicesfirm representing more than 1,800 advisors across the country,announced that Kansas-based advisory firm, StrategicPartners, Inc., has chosen to affiliate with RoyalAlliance. Since the start of 2017, more than 150 registeredrepresentatives have joined Royal Alliance and nearly 500 advisorshave joined Advisor Group firms.

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Jeffrey Schwantz has joined eMoneyAdvisor as SVP, Head of Enterprise Sales, andShannon Porro has joined as VP, StrategicPartnerships. Schwantz joins eMoney from Morningstar where he wasHead of Client Solutions focused on the advisor, asset managementand wealth management segments. Porro joins eMoney from FidelityCustody and Clearing Solutions, where she was VP, PracticeManagement and Consulting with an emphasis on technologysolutions.

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The American Fraternal Alliance welcomed twonew fraternal executives to its Board of Directors: Matthew E. Ellis, Executive Vice President,Secretary and General Counsel, WoodmenLife; and JoeAlvarez, Vice President of Operations and InformationTechnology, FaithLife Financial. The Alliance supports the missionsof not-for-profit fraternal benefit societies, a different kind oflife insurance provider that secures members’ futures throughreliable financial service offerings.

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EQIS Capital Management has appointedJoseph F. Hunter as its President and ChiefExecutive Officer. Hunter has over 25 years of experience inexecutive management, having held C-level positions at numerousfinancial firms. EQIS also announced the addition of KariFranz, Senior Vice President of Marketing. Franz has 29years of industry experience. She most recently led Mutual Fund andETF Marketing at Charles Schwab.

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The Alliance of Community Health Plans (ACHP)announced that Health Alliance Plan (HAP), asubsidiary of Henry Ford Health System, has joined ACHP. ACHP is anational leadership organization bringing together innovativehealth plans and provider groups delivering affordable,high-quality coverage and care. HAP is a Michigan-based nonprofithealth plan that provides coverage to more than 650,000 members andcompanies.

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LIMRA and LOMA announced theelection of Michael J. Doughty, president and CEO,Manulife Canada, as chair of the LL Global board of directors for2018. Doughty succeeds Rino D’Onofrio, president and CEO, RBC LifeInsurance Company.

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People's United Bank announced the appointmentof Phil Boyle as Director, Life and EmployeeBenefits Division. Boyle brings more than 20 years’ experience inthe Insurance and Employee Benefits arena. Most recently he wasDirector, Strategic Accounts at Connecture.

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RxTE Health, which specializes in pharmacy costreduction programs for employers, announced that its president,David Henka, has been promoted to Chief ExecutiveOfficer. Henka will continue to also serve as the company’spresident, a position he has held since joining the company in May2017.

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SEC registered investment advisor, VestwellAdvisors, announced the creation of a new advisory boardto provide guidance and advice as the firm experiences significantgrowth. The board includes six industry leaders:

  • Josh Brown, CEO of RitholtzWealth Management

  • Lori Hardwick, Founder &President at AI Labs, former Co-Founder & Group President atEnvestnet, Inc. and Chief Operating Officer of BNY Mellon'sPershing

  • Aaron Schildkrout, GlobalHead of Growth & Driver Product at Uber

  • Lowell Putnam, Co-Founderand CEO of Quovo

  • Jamie Bernardin, Former CTOat Integral Ad Science & Founder/President of DataSynapse(acquired by TIBCO Software)

  • Peter Kennedy, Former ChiefOperating Officer TIAA Individual & Institutional Services,LLC. and former Chief Administrative Officer for the ManagedAccount Business at UBS Financial

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