Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
A former analyst at the Financial Industry Regulatory Authority has filed suit against the regulator, alleging wrongful termination tied to his use of protected medical leave in 2025. The case raises potential compliance and employment practice considerations for firms navigating leave policies and performance management.
Before this role, Kirr was managing director and chief impact officer at private credit firm the Copia Group. She also spent 17 years at Bernstein Private Wealth Management in roles including co CIO and national managing director.