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People On The Move

New partner at MMA

Shannon Bachara Salinas has been promoted to partner at Mathieson, Moyski, Austin & Co. of Lisle.
“We are thrilled to welcome Shannon to the leadership team,” said Ron. ....

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Creative Planning Buys Mesirow's $13 Billion Corporate Retirement Unit

Creative Planning Buys Mesirow's $13 Billion Corporate Retirement Unit
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Be Prepared: When a Cybersecurity Issue Occurs, Plan Sponsors Can Spring Into Action

Those with experience say ‘clear, concise communications’ and coordination with partners are vital in crafting an effective response. ....

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Employers Use SDBAs to Give Employees Choice

Self-directed brokerage accounts can also help keep participants in the plan and be an avenue for offering not-so-standard investment options, but they’re not right for every plan. ....

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Marsh & McLennan Agency Acquires Compass Financial Partners

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Marsh & McLennan Agency LLC (MMA), the middle market subsidiary of Marsh, today announced the acquisition of Compass Financial Partners, a Greensboro, North Carolina-based retirement consulting and investment advisory firm. Terms of the acquisition were not disclosed.
A nationally recognized leader in the sector, Compass Financial Partners provides institutional retirement plan consulting and fiduciary services to clients across the US; its combined plan assets exceed $14 billion. Additionally, the company provides private wealth management and financial planning services to select individuals and families.
Compass colleagues will continue to work under the leadership of founders and Managing Partners Kathleen Kelly and George Hoyle. Ms. Kelly also will join MMA’s National Retirement Strategy Team and lead the Retirement Services Practice for the Mid-Atlantic region. ....

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