IRI Announces Staff Additions

Integrated Retirement Initiatives, LLC, (IRI) has announced the addition of John Paul Ruiz and Gordy Lusian to its staff.

Ruiz has joined IRI as Vice President—Professional Development Services. Ruiz will be focusing on the design and delivery of training and professional development services for retirement professionals, according to the announcement.

Lusian has joined IRI as a senior consultant in IRI’s Business Development Call Center. He will be providing Employee Retirement Income Security Act (ERISA) technical guidance and business development support to financial advisers and in-house compliance personnel, the announcement said.

Prior to joining IRI, Ruiz served as the director of Resource Development for the Retirement Products & Solutions division of Ascensus (formerly BISYS Retirement Services).  Prior to Ascensus, he served as a relationship manager for several key alliance partners in the recordkeeping division of Universal Pension, Inc. (UPI).

Prior to joining IRI, Lusian was a senior consultant with Ascensus where he was responsible for providing advanced sales call center support and training to advisers and other retirement professionals.  

USI Provides Form 5500 Electronic Filing Solution

USI Consulting Group has introduced a new EFAST2 Solution to assist its Direct Solutions clients in meeting Department of Labor-mandated Form 5500 electronic filing requirements.

The new solution is part of the suite of defined contribution plan services provided through USI’s Direct Solutions bundled service program. According to a press release, the Direct Solutions program includes institutional investment advisory services, enrollment and education services, recordkeeping and administration, and compliance services.

USI said it will be conducting Webcasts to explain the new filing requirements and the effect they have on plan sponsors and auditors, and to demonstrate the new Form 5500 Web Portal, on February 26 at 10 a.m. ET and March 2 at 2 p.m. ET.


For more information about the EFAST2 Solution or Webcast, contact Chris Martin at 860.368.2935 or chris.martin@usicg.com.

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