Pension Resource Institute Announces Leadership Appointments
Pension Resource Institute (PRI) has announced leadership appointments across its affiliated firms—Group Plan Systems (GPS) and Fiduciary Law Center. Annie Messer was named President of PRI, while Haley Erickson became Chief Compliance Officer at GPS. These promotions are part of a two-year strategy to strengthen the retirement plan ecosystem by integrating legal and operational fiduciary expertise. Messer brings experience from her previous role in retirement initiatives at Cambridge Investment Research and will focus on helping member firms build compliant, scalable retirement businesses amid growing demand driven by state mandates and evolving advisor models. Erickson joins GPS with 15 years of third-party administrator experience and is tasked with harmonizing the client experience across its pooled employer plan (PEP) platform as it transitions to a more integrated service model. The leadership changes aim to support broker-dealers, RIAs, banks, trust companies, and independent advisors by providing compliance infrastructure, legal resources, and administrative tools for retirement plans. The appointments are seen as pivotal in enhancing the firms' ability to meet increasing market demands.
Topics: appointments leadership retirement plans