DALLAS–ALM First said it has launched a new subsidiary, ALM First Executive Benefits, LLC.
According to the company, client demand drove the expansion of services, which includes unbiased plan design, consulting, plan audits, and “seamless administration and plan servicing.”
“In our discussions with hundreds of depositories nationwide, it became clear that common, cookie-cutter executive benefits plans weren’t meeting the evolving needs and goals of forward-thinking financial institutions,” Mike Ensweiler, president of ALM First Executive Benefits, LLC. and principal of ALM First, said in a statement. “ALM First Executive Benefits was created to fill those gaps and benefit the industry.”
The company said that through a comprehensive review of priorities and “agnostic evaluation” of a wide range of structures, ALM First Executive Benefits strives to reduce risk and provide efficient solutions designed in the best interest of all stakeholders.
In 2023, ALM First said it welcomed Tom Sievewright back as director of Executive Benefits to help expand the firm’s capabilities and prepare for the launch of its new subsidiary.
‘Personalized Experiences’
“At ALM First, we’re focused on building trust and putting the best interests of our clients above all else,” added CEO Emily Hollis. “Our newest subsidiary, ALM First Executive Benefits, is leading with education and transparency to craft personalized experiences that empower our clients to make informed decisions about their executive benefits.”
For info: benefits.almfirst.com
Now With Free Shipping! The CUToday.info Daily News Email Keeps Getting Better!
The biggest, best and freshest news reporting in credit unions remains free, and now has an added bonus---free shipping to your email address! That’s right. Each morning CUToday.info delivers its daily Fresh Today news update offering the latest headlines and breaking news right to your email, with the easy-to-read headlines format allowing you to click on the stories that interest you most in order to learn more. So stop paying those bank-fee-like subscription prices from other so-called “news” publications!
If you haven’t yet signed up for the new email solution on which CUToday.info has partnered with ResponseGenius, you can do so here. Signing up requires less than one minute of your time—and it’s free!
Please note that after signing up you may need to go to your Spam/Junk folder and mark the morning headlines email as safe. CUToday.info does not provide its list of readers and emails to outside parties, and we will not be contacting you to sell you an extended warranty or sending you any links so you may cash in on an inheritance you didn’t know was coming.
And did we mention it’s free?