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Promotions, acquisitions, partnerships and more reveal that the employee benefits and retirement industry have been busy despite the chaos of spring 2020. Here are just a few we've learned of.
Vantage Leadership Consulting announced Mary Becker has joined the firm as Client Partner, Business Development where she will work closely with Michael Baker, Head of Talent Development. Becker joins Vantage Leadership Consulting from Lee Hecht Harrison (LHH), where she was most recently the vice president of business development. During her time at LHH, Becker's focus was on building partnerships and strategic alliances, while providing expertise and solutions to meet customers' needs in Career Transition, Employee Engagement, Change Management, and Leadership Development.
Sharecare announced that it has acquired MindSciences, a provider of evidence-based behavior change apps founded by neuroscientist Dr. Jud Brewer. This acquisition builds on Sharecare's existing partnership with MindSciences, through its tobacco cessation program. MindSciences' full suite of app-based digital therapeutics are now available to Sharecare's enterprise partners as well as consumers.
Salary Finance and Equifax announced a new partnership that aims to help companies improve the economic health of their employees. Employers can take advantage of anonymized and aggregated data from Equifax to identify the groups of workers experiencing the most financial stress so that they can help employees with the right financial wellness benefits.
ClariVest Asset Management, an affiliate of Carillon Tower Advisers, announced that Gashi Zengeni, CFA, has been promoted to Assistant Portfolio Manager. Based in ClariVest's San Diego headquarters, Zengeni will continue her work in the area led by David Vaughn, CFA, Chief Investment Officer for Non-U.S. and Global Strategies at ClariVest. Zengeni joined ClariVest in late 2015 from Russell Investments, where she worked as a Research Analyst responsible for the evaluation and selection of emerging and frontier market investment managers.
Cariloop, a caregiver support company announced that it has completed a $6 million Series A round of financing. Dallas-based Patterson Thoma Family Office led the investment round with participation from Revolution's Rise of the Rest Seed Fund, ACAP Health, KCRise Fund, MPK Equity Partners and Patrick McGee, and other existing investors and partners.The investment brings Cariloop's total funding to $8.2 million and will help the Company to accelerate its strategic distribution efforts nationally. Patterson Thoma's Chief Financial Officer, Colin Patrick, will join Cariloop's Board of Directors.
The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced the adoption of new Procedural Rules.The final Procedural Rules consolidate and replace the Disciplinary Rules and Procedures and the Appeal Rules and Procedures and will become effective on June 30, 2020, when CFP Board begins enforcement of the new Code of Ethics and Standards of Conduct (Code and Standards). To help CFP professionals understand the updated enforcement process outlined in the new Procedural Rules, CFP Board has created an Enforcement Process Guide.
The Carlyle Group and T&D Holdings announced they have completed their acquisition of a 76.6% interest in Fortitude Group Holdings, whose group companies include Fortitude Re, from American International Group, Inc.(AIG). Fortitude Re is the reinsurer of approximately $30 billion of reserves from AIG's Legacy Life and Retirement Run-Off Lines and approximately $4 billion of reserves from AIG's Legacy General Insurance Run-Off Lines related to business written by multiple wholly-owned AIG subsidiaries.
BPAS Actuarial & Pension Services (APS) announced that Jason Disco has been promoted to Vice President, Sales. Disco joined BPAS APS in 2015 as Director of Defined Benefit Sales. Disco will oversee the DB plan sales process and work with financial intermediary partners to distribute actuarial and consulting services nationwide. He will also coordinate consulting services for DB/DC (defined contribution) combination plans and more.
Alegeus announced a partnership with HealthPoint Plus, a subscription-based telehealth provider that connects patients to state-licensed, board-certified doctors. Clients will have access to the offering through the Alegeus platform's marketplace page.HealthPoint Plus provides access to virtual urgent care and mental health appointments, coordinates prescriptions for local pickup, and shares visit information with a patient's primary care physician for care continuity.
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