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Watts is the US Leader for Health Care Reform at Mercer and a Senior Partner in the firm's Washington, DC office. A consultant with Mercer for more than 25 years, Tracy works with employers in the design, evaluation, and ongoing management of health and group benefit plans for active and retired employees, with special expertise in health care cost management. As Mercer’s spokesperson on health care reform as well as the firm’s highly respected National Survey of Employer-Sponsored Health Plans, Tracy has been quoted extensively in major business and news media outlets. She also has authored articles on the impact of health care reform on employer-sponsored health plans, and speaks regularly at conferences and professional events on health benefit issues.

Torelli is area senior vice president at Arthur J. Gallagher & Co.

David Meier is Vice President of Technology Solutions at Newport Credentialing Solutions.

There's value in automating not only the method of investing for employees but also the HR administration for companies inside their 401(k), says Roger Lee, co-founder and CEO of Captain401.

An advisor, along with his 3 partners, creates a new firm but must wait a year without being able to solicit previous clients.

The FBI's fight with Apple over access to a locked iPhone could undermine software security for financial institutions and their technology vendors.

"In the small plan market, we try to bubble wrap the plan sponsor from fiduciary issues," says John Hancock Retirement Plan Services CEO Peter Gordon.

Eaton Vance today will launch the first-ever non- transparent actively-managed ETFs. Is it too late?

The Spokane, Wash.-based credit union will look to CUSO to rebuild its investment program and integrate it into its core offerings and services.

Linda Itskovitz, vice president of marketing for GuideSpark, is responsible for building and overseeing the company’s marketing function. With over 20 years of marketing, product management, and customer insights experience in the high tech industry, Linda leverages her customer, research, and metric-driven background. Linda holds a BA Degree in Mathematics and a Concentration in Computer Science from Haverford College and an MBA from the Stanford Graduate School of Business.