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Retirement Plan Relationship Manager

ERISA Services Inc.
(Remote / Knoxville TN)

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3(16) Fiduciary Analyst

Anchor 3(16) Fiduciary Solutions LLC
(Remote / Wexford PA)

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Executive Assistant / Sales Support

M2B Retirement Consulting LLC
(Remote / Wexford PA)

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Actuarial Support

CalcAir
(Remote)

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Retirement Compliance Consultant

Navia Benefit Solutions
(Remote / Fresno CA)

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Retirement Plan Consultant

July Business Services
(Remote)

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Retirement Plan Consultant

Sentinel Group
(Remote / Wakefield MA / Hybrid)

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Relationship Manager for Defined Contributions

Daybright Financial
(Remote)

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DC Plan Administrator

Heller Pension Associates, Inc.
(Remote / Hyde Park NY / Miami FL)

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ERISA Team Leader

July Business Services
(Remote)

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Relationship Manager/ Actuary

Daybright Financial
(Remote)

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Senior 401k Plan Administrator

FM International Services
(Huntington NY)

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Retirement Plan Installation & Document Manager

Fringe Benefit Group
(Remote / Austin TX)

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Senior ERISA Compliance Analyst

Employee Fiduciary, LLC
(Remote)

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Retirement Plan Distribution Specialist

ERISA Services Inc.
(Remote)

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Compliance Specialist III

EPIC RPS
(Remote / Norwich NY)

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Relationship Manager

EPIC RPS
(Remote)

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Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

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Recordkeeping and TPA Relationship Manager

Daybright Financial
(Remote)

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Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

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EBRI [Employee Benefit Research Institute]
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Date Headline
Dec. 22, 2025 Greenwald Research’s Mathew Greenwald and American Benefits Council’s James Klein Recognized With The Employee Benefit Research Institute’s 2025 Lifetime Achievement Award
Dec. 4, 2024 Benefits Industry Leaders Phyllis Borzi, Mark Iwry and David Kasiarz Recipients of the Employee Benefit Research Institute’s 2024 Lifetime Achievement Award
Feb. 14, 2024 Employee Benefit Research Institute Makes New Appointments to Board of Trustees, Executive and Research Committees
Oct. 24, 2023 Principal Financial Group® Chairman, President & CEO Dan Houston Recognized with the 2023 Ray Lillywhite Award by EBRI at the Defined Contribution West Conference in San Diego, CA
Mar. 27, 2023 Employee Benefit Research Institute Announces Appointment of Barb Marder as President and CEO
Dec. 12, 2022 U.S. Senators Ben Cardin and Rob Portman Receive the Ray Lillywhite Award for Their Dedicated Work on Strengthening Retirement Security for Workers and Retirees
Oct. 17, 2022 Employee Benefit Research Institute Releases Re-Envisioned Ballpark E$timate® Online Retirement Calculator Allowing Users To See Their Retirement Future Today
Sept. 15, 2022 EBRI Announces Upcoming Retirement of President and CEO Lori Lucas
Apr. 20, 2022 Naomi Fink Appointed as Chairperson and Kelly Hahn as Vice-Chairperson of EBRI's Retirement Security Research Center
Jan. 6, 2022 EBRI Announces Volunteer Leadership Changes
Oct. 27, 2021 Anne Lester Named 2020 EBRI Lillywhite Award Recipient
Sept. 30, 2021 EBRI Welcomes New Retirement Vice Chair, Jason Jagatic