The company has hired Mary Legg as a financial educator. In this role, Legg will provide perspective on participant communication and education. She will help redesign all of FIA’s programs and materials in this area, and help enhance FIA’s offering in the participant services space.
Legg comes from Waters Corporation, where she was director of global benefits overseeing defined contribution plans, a cash balance plan, defined benefit plans and numerous health and welfare plans covering more than 5,000 employees internationally. Legg holds a B.A. in mathematics from Assumption College. She is a certified employee benefit specialist (CEBS), received a certificate in financial planning from Bryant University’s Executive Development Center, and received the Certificate of Global Benefits Management from the International Foundation of Employee Benefit Plans.
“We continue to see demand for proactive service and advice for our clients’ retirement plan participants,” says Mike Goss, executive vice president of FIA. “We want to be regarded as an advisory firm that has a deep offering for the participant, in addition to being a market leader in the fiduciary governance and investment area for retirement plan fiduciaries. I have known Mary for many years as a client, and I am confident that she is the right person to take FIA to the next level in this important area.”