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Steven Schwartz is regional vice president for employee benefits firm Corporate Synergies. As the leader of the New York region, he manages a large team of talented benefit consultants and support staff.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

More than 100 equity and fixed-income funds will be integrated directly into the firm’s advisor platform.

The technology provider’s parent is undergoing an overhaul intended to align its subsidiaries, says CEO Eric Clarke.

Chuck Densinger is a technology blogger and the co-founder and chief operating officer at Elicit, a customer science and strategy consultancy that helps clients uncover latent insights about their customers, and apply those insights to business, marketing, product, loyalty, brand and customer experience strategy. Chuck is also co-author of “Geek Nerd Suit: Breaking Down Walls, Unifying Teams and Creating Cutting-Edge Customer Centricity.”

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

Chris Luoma is a senior vice president of market management with GHX. He is an expert in the fields of healthcare technology and supply chain management.

Mark J. Masson is a partner at Axiom Consulting Partners. Prior to joining Axiom, he spent five years as a pilot plant operations leader and chemical engineering R&D scientist for Merck & Co.

Bridget Berg holds the position of principal, industry solutions within the property intelligence group for CoreLogic, where she leads the delivery of fraud risk management solutions to the mortgage industry. With more than 30 years of major financial institution experience, she has focused on all aspects of mortgage fraud, managing investigations and developing fraud risk programs and analytics.

Prior to joining CoreLogic, she was the vice president of fraud strategies at Wells Fargo Home Mortgage. She earned a bachelor’s degree in finance from the University of Saint Thomas.