Retirement Industry People Moves

Art by Subin Yang

Mercer Adds Health and Benefits Consultant in California Office

Mercer has named Chris Rogers as senior health and benefits consultant, based in the Irvine, California, office.

His responsibilities include driving revenue growth for Mercer’s Health business, leading client engagements and developing benefits strategies and solutions to address client issues. Rogers will report to Trisha Tyler, partner and west market health business leader.

“Chris is a proven leader with a deep understanding of key issues facing the health care industry and ways to innovate for the future,” Tyler says. “His breadth of experience will help us further provide trusted advice to our clients while strategically growing our business in this important market.”

Rogers has more than 20 years of experience in employee benefits, including client relationship management, health care strategy design and program management. Before joining Mercer, he worked at Anthem as a strategic client adviser. Prior to that, he served as Aon’s Health & Benefits practice leader for Southern California. Rogers holds a bachelor’s degree from Claremont McKenna College and a master’s from University of California, Berkeley.

Ascensus Names Retirement Plan VP for Western Division

Ascensus has appointed Lori Zeman as division vice president of the firm’s retirement plan sales team for the western region.

In this role, Zeman will lead a team of external sales associates alongside Ascensus veteran Anthony Bologna, who will continue to manage the eastern half of the sales organization. She most recently served as a regional vice president for the firm’s Pacific Northwest region, covering Alaska, Washington, Oregon, Nevada, Idaho and Montana.  

Zeman brings more than 15 years of financial services experience in relationship management and business development. She earned her bachelor’s degree from Bemidji State University. She also holds her FINRA Series 6 and 63 designations along with her Certified IRA Professional (CIP) designation.

“Lori’s deep understanding of Ascensus and tireless desire to help those around her excel have earned her the respect of colleagues both within our organization and across the industry,” says Jason Crane, head of retirement sales at Ascensus.