EBRI names former Mercer executive Barb Marder president and CEO

EBRI names former Mercer executive Barb Marder president and CEO
Marder succeeds Lori Lucas, who retired at the end of 2022 after joining EBRI as president and CEO.
MAR 27, 2023

The Employee Benefit Research Institute Monday announced the appointment of Barb Marder as the nonprofit's president and CEO.

Marder succeeds Lori Lucas, who retired at the end of 2022 after joining EBRI as president and CEO in 2018.

Immediately prior to joining EBRI, Marder served as senior partner and wealth business global product solutions leader at Mercer.

In total, she spent more 15 years at Mercer, holding several roles, including leading Mercer’s innovation hub, global mobility, international consulting and global defined contribution consulting.

“Barb is exactly the kind of candidate we were looking for,” Josh Cohen, chair of EBRI's board, said in a statement. “She’s a solutions-oriented leader who drives innovation, fuels business growth, creates partnerships and is passionate about building highly effective teams — helping them enhance, develop and grow their capabilities to surpass their goals and customers’ needs. When you add all of that to her impressive work experience and her exceptional references, we knew we had the right candidate.”

Marder begins her tenure as CEO in the same year the organization celebrates its 45th anniversary, according to EBRI.

“It’s fitting that Barb joins EBRI in this milestone year,” Sandy McCarthy, vice chair of EBRI's board, said in the statement. “Barb is forward-thinking, ready to take the organization and its remarkable team into the future while still staying true to EBRI’s time-honored history and mission. Her approach is centered on tapping into the incredible work that’s already been done and continuing to amplify and enhance the value EBRI brings to members and the industry.”

The Employee Benefit Research Institute is a not-for-profit source of information about issues relating to employee benefit programs in the United States.

Latest News

Fintech bytes: Envestnet reaffirms $1B RIA commitment with Tamarac tech investment
Fintech bytes: Envestnet reaffirms $1B RIA commitment with Tamarac tech investment

Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.

RIA moves: Maridea acquires multigenerational practice in Pennsylvania debut
RIA moves: Maridea acquires multigenerational practice in Pennsylvania debut

Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.

Private equity eyes 401(k) plans, but fees remain a hurdle
Private equity eyes 401(k) plans, but fees remain a hurdle

Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.

IRS floats proposal ending tax breaks for schools that weigh race
IRS floats proposal ending tax breaks for schools that weigh race

Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.

Trust over tech:  The hidden signal of stock success in the AI era
Trust over tech: The hidden signal of stock success in the AI era

Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income