News from American Portfolios Financial Services, Benefitexpress, CFB Board, Figo Pet Insurance, MetLife, OneDigital and more. (Photo: Shutterstock)
People are on the move in the employee benefits and retirement industry, and company names are changing, deals and awards are being won, and more. Here's the latest:
Applications are soon to close for the second annual 401(k) Champions Award, honoring individuals who advocate for the importance of retirement saving and help others optimize their 401(k) plans. Sponsored by Jackson, Grant Investment Advisers, Inc. and its founder, Julie Jason, three $1,000 prizes will be awarded to 401(k) participants who complete an application and essay about their 401(k) experiences.
American Portfolios Financial Services announced that Tim O'Grady has officially assumed the role of president. O'Grady began his tenure at AP as a consultant. He initially refused payment for his services to prove that his method of recruiting new talent was the right direction in which the firm should move. He helped AP grow to more than $30 billion in AUM. His leadership has also contributed to one of the firm's proudest recognitions—being named Broker-Dealer of the Year by Investment Advisor magazine for five consecutive years.
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