two women toasting coffee mugs News from New York Life, Movencorp, The MinnesotaHealth Action Group, McDermott Will & Emery, Lively, and more.(Photo: Shutterstock)

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Here's the latest news about promotions, new hires,partnerships, funding, and more for organizations involved in theemployee benefits and retirement industry. Congratulations!

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WillisTowers Watson announced the appointment of Karen K.Delaney as Brokerage and Advisory (B&A) market leaderfor Orange County and San Diego. Delaney will work with regionaland national leadership to support the growth of the B&Abusiness, which serves middle market clients across the fullspectrum of health and group benefit programs. She is based inIrvine.

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TheWagner Law Group announced that Kim ShawElliott has joined the firm in its St. Louis office.Elliott is an ERISA investment lawyer who representsbroker-dealers, investment advisors, insurance companies and otherentities nationwide, with a focus on fiduciary responsibility andbest practices.

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Organizers of The SRI Conference announced the first winners of the"SRI Conference 30 Under 30 Award," created tospotlight and nurture 30 millennial and Gen Z leaders who willguide the SRI/ESG/impact investing industry well into the secondhalf of the 21st century. They will be recognized at the 30th SRIConference taking place November 11-15, 2019 at The BroadmoorResort in Colorado Springs, CO.

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The PlanSponsor Council of America announced WillHansen, chief government affairs officer for the AmericanRetirement Association will take the PSCA reins from current PSCAexecutive director Jack Towarnicky, effective Jan.1, 2020. Towarnicky, having led the PSCA during a critical periodof integration with the ARA, will now help build and expand theorganization's current research capabilities as part of a newinitiative.

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Pentegraannounced its enterprise partnership with ADP Retirement Services to offer 3(16)Fiduciary Solutions to complement ADP's retirement recordkeepingservices. The new solution aims to help businesses of all sizesreduce administrative responsibilities, simplify retirement plancomplexities and minimize risk.

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New YorkLife announced that Alain Karaoglan has joinedthe company as senior vice president with oversight of a portfolioof strategic insurance businesses that includes Group MembershipAssociation Division, Institutional Annuities, Institutional Life,New York Life Direct, and Seguros Monterrey New York Life.Karaoglan joins New York Life after serving as chief operatingofficer for Voya Financial from 2012 to 2018.

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Movencorpannounced that the United States Patent and Trademark Office hasissued its US Patent No. 10,217,162 covering the "Methods andApparatus for Promoting Financial Behavioral Change." The patentprovides coverage for real-time analysis and advice designed toencourage the type of ongoing financial behavior that, over time,leads to financial well-being.

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TheMinnesota Health Action Group has received a Eugene WashingtonPCORI Engagement Award from the Patient-Centered Outcomes ResearchInstitute (PCORI). The award will expand the current initiatives ofThe Action Group's Mental Health Guiding Coalition to includefunding the following:

  • Conducting Mental Health Community Dialogues in threecommunities across the state
  • Conducting community-driven, outcomes-focused research
  • Facilitating ongoing collaboration among stakeholders

McDermott Will& Emery announced that Ted Becker has beeninducted as a fellow of the American College of Employee BenefitsCounsel. ACEBC is a national professional organization oflawyers recognized for their expertise, intellectual excellence,exemplary character, ethical behavior, and significantcontributions to the field of employee benefits. ACEBC membershipis by nomination only and limited to those who have at least 20years of experience in the practice of employee benefits law.

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Livelyannounced a $27 million Series B round led by existing investorCostanoa Ventures, with participation from Ally Ventures, thestrategic investment arm of Ally Financial, Liquid 2 Ventures, PJC,Teamworthy Ventures, Streamlined Ventures, and Y Combinator. Thisbrings the company's total funding to more than $40 million.

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InnovestPortfolio Solutions announced that Jared Martin, CFP,AIF and Sloan Smith. CAIA, CPWA, MBA,have been named partners of the firm, bringing the total number ofpartners to 13.  Jared is a member of Innovest'sRetirement Plan Practice Group and provides consulting services tocommittees, boards and individuals.   Sloan is amember of the Investment Committee and serves as a consultantworking primarily with institutions and families.

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Corestream,a platform for connecting employees with voluntary benefits,announced LLR Partners' investment in the company, which Corestreamwill use to further accelerate its adoption among Fortune 500companies and innovation of its SaaS platform.

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International longevity analytics specialist Club Vita has madeits longevitymodel available in the U.S. Earlier this year,  Mercerannounced it would offer Club Vita's longevity risk reporting toits clients in the United States. As part of the 5-year agreement,Mercer's pension plan clients in the United States will have accessto Club Vita's proprietary longevity assumptions, analytics andreporting.

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AlyfeWellbeing Strategies announced it has expanded its productdevelopment team and advisory board:

  • David Anderson, Ph.D., and Priya Lakhi, JD have been named tothe newly formed Alyfe Advisory Board.
  • Aubrey Olson has been hired as vice president of productmanagement.
  • Erin Rademacher has been hired as vice president of strategyand performance.
  •  Lesley Lesch has joined Alyfe as vice president ofclient success.
  •  Angelee Richards has been named vice president ofpeople and culture.

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C.J. Marwitz

C.J. Marwitz is a writer and editor.