Radish Plan Selects IRALOGIX as Provider, TRA Appoints Internal Plan Consultant
IRALOGIX has been selected as the IRA services provider for Radish Plan, the innovative performance-based incentive solution created by Ted Benna.
“We selected IRALOGIX for their expertise and reliability in IRA administration,” said Ted Benna, creator and co-founder of Radish Plan. “As we continue to expand our offerings to help employees build financial security, we needed a trusted partner for IRA services. IRALOGIX provides the professional platform and quality administration that allows us to deliver comprehensive solutions to the employers and employees we serve.”
Radish helps companies structure performance rewards that build employee financial security while reducing employer costs through IRS-approved tax advantages. The platform allows employers to link goals to automatic savings contributions through a qualified 401(a) plan structure.
“We’re pleased that Radish has chosen IRALOGIX for their IRA services,” said Peter de Silva, CEO of IRALOGIX. “Radish brings an innovative approach to employee incentives and financial security that addresses real marketplace needs. We’re glad to provide industry-leading IRA administration as they continue to help employers improve performance, reduce turnover, and build employee financial security.”
TRA Appoints Plan Consultant
The Retirement Advantage has appointed Dylan Jones as internal plan consultant.
In his new role, Jones will support TRA’s regional plan consultants and financial advisor partners in plan design strategy, proposal development, and ongoing service coordination.
Jones joined TRA in 2022 as a compliance analyst, and has prior experience in client service, account management, and internal training. “Dylan’s background in compliance gives him a valuable perspective as he steps into this role supporting our regional plan consultants,” said Nate Maly, internal plan consultant team lead at TRA. “He understands the details that matter and how they translate into better outcomes for advisors and plan sponsors. That makes him a strong addition to our consultant team.”
As an IPC, Jones will work with TRA’s RPC’s to support financial advisors through plan design, proposal development, and coordination with internal team. “I am excited to step into this role and work alongside such a strong team,” Jones said. “By supporting our RPC’s, we can create a more efficient, seamless process that helps advisors deliver stronger results to their clients.”
Manulife John Hancock Retirement Taps Midwest Sales VP
Manulife John Hancock Retirement has appointed Bridgette Rutter as divisional vice president of Midwest sales, following the retirement of divisional vice president Ray Hestreet.
In this role, Rutter will lead sales and relationship development efforts with financial representatives and plan consultants serving the firm’s core market segment.
Rutter brings more than 20 years of experience at Manulife John Hancock Retirement and will report to Gary Tankersley, head of Core Segment. She began her career with the firm as a sales associate and advanced through progressively senior roles, most recently serving as senior regional vice president in the Greater Chicago area. Tom Lyman, currently serving Manulife John Hancock Retirement in New York City, was promoted to fill Rutter’s regional vice president role in Greater Chicago.
“Bridgette’s leadership, client focus, and results-driven approach have already made a significant impact, and I look forward to seeing her success in this expanded role,” said Tankersley. “We are fortunate to have her leading our Midwest sales organization.”
Rutter succeeds Stephen Davis, who has been appointed divisional vice president, Northeast sales. Davis joined Manulife John Hancock Retirement in 2015 and succeeds Hemstreet, whose retirement was announced last year.
“With these changes, we are confident in our ability to support financial professionals, grow our business and ultimately help more Americans save for retirement,” said Tankersley.
On Hemstreet’s retirement, Tankersly added, “With more than 30 years in our retirement organization, we cannot overstate the impact Ray has had on our business, clients and colleagues and are grateful for his leadership and mentorship and wish him the best in his well-earned retirement.”
Modern Wealth Acquires $1.2B Legacy Wealth Management
Modern Wealth Management has acquired Legacy Wealth Management, a South Florida-based advisory firm managing approximately $1.2 billion in client assets. As part of this transaction, Legacy has transitioned from its broker-dealer affiliation with LPL Financial and is now a part of Modern Wealth’s independent RIA.
Led by Tony DuBose and Joel Palatnik, who join Modern Wealth as managing directors, Legacy marks the firm’s first office in Florida and its 20th acquisition since Modern Wealth’s launch in April 2023. The eight-person team, including seven financial advisors, will leverage Modern Wealth’s platform to deliver financial planning, retirement plan advisory, investment management, estate planning, and other services. Adopting the Modern Wealth brand, the Legacy team will continue serving its client base of more than 1,400 families, composed of business owners, pilots, professional guardians, trustees and other mass affluent through ultra-high-net-worth clients.
“If you had asked me three years ago about merging or selling the firm, it would have been a hard no,” said DuBose. “But that all changed when we met the leadership team at Modern Wealth. From the start, they treated this not as a transaction, but as the next phase of growth for our firm, our clients, and our team. Their high level of execution, shared values and commitment to a long-term vision made them the perfect fit—especially as they expand their footprint here in Florida.”
In addition, Legacy’s retirement plan advisory business, Legacy Retirement Plan Advisors—which manages approximately $300 million in retirement plan assets and is led by Val Ortega—will integrate into Modern Wealth’s retirement plan consulting team, led by Michelle Cannan.
“Joining Modern Wealth gives us the ability to scale without losing the culture that defines our firm, and to pursue growth without compromising the client relationships we’ve built over decades,” said Palatnik. “With the right infrastructure in place, we see a meaningful opportunity to expand both our wealth and retirement businesses while continuing to deliver the personalized advice our clients expect.”
DWC — The 401(k) Experts Names Head of TPA Sales
DWC — The 401(k) Experts, a third-party administrator (TPA) of retirement plans and a subsidiary of Fiduciary Services Group (FSG), has appointed Pete Schroedle as head of TPA Sales. Schroedle will report to Kristin McCarthy, head of TPA Services, and will lead DWC’s sales strategy and business development efforts.
Schroedle joins DWC with more than 30 years of experience leading retirement plan sales organizations across multiple distribution channels. Most recently, he served as vice president of National Sales at OneAmerica Financial. Prior to OneAmerica, he completed a 22-years tenure at Principal Financial Group, where he developed deep expertise in retirement plan sales, advisor engagement, and long-term relationship management.
In his new role, Schroedle will be responsible for advancing DWC’s go-to-market strategy, building scalable sales infrastructure, and leading and mentoring the sales organization. He will focus on strengthening relationships with financial advisors, plan sponsors, and strategic partners.
“Pete brings a strong combination of industry knowledge, leadership experience, and trusted relationships,” said Kristin McCarthy, Head of TPA Services at DWC. “We are excited to welcome Pete as we continue to scale the business and strengthen our advisor partnerships.”
Fiduciary Firm Joins Apella Wealth
Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced that Financial Connections Group, Inc., headquartered in Larkspur, California, has joined Apella. This partnership is said to broaden Apella’s West Coast footprint.
Founded in 1994, Financial Connections is a fee-only, fiduciary firm with over 30 years of experience offering financial planning, retirement planning and investment management services to individuals and families through a team-based approach. Guided by its mission to “Aspire. Empower. Achieve.,” the firm is committed to integrating clients’ visions for the future with their financial resources. The firm operates offices in Larkspur, Berkeley and San Francisco, CA. Financial Connections Partners Jill Hollander, Brian Pon and Kai Bogdanovich will join Apella alongside the entire Financial Connections team.
“It is a privilege to welcome the Financial Connections team to Apella,” said Jim Scanlan, president of Apella. “Their deep financial planning expertise, strong commitment to client relationships and collaborative culture seamlessly align with Apella’s values. Apella looks forward to continuing to grow the firm’s West Coast presence as a result of this partnership.”
“We decided to merge with a larger firm to expand and enhance the services we offer to our employees and clients,” said Jill Hollander, founder of Financial Connections Group. “We identified Apella Wealth as a company with philosophies and practices closely aligned with our own, and we are pleased to join their team.”
“Financial Connections represents the type of firm that Apella is proud to partner with – one built on professional excellence and the belief in doing what is best for its clients,” said Pat Sweeny, CEO of Apella. “Apella is pleased to have their team join the firm and help Apella to continue to grow in a thoughtful, strategic way.”
This marks Apella’s 27 partnership overall, and 16 with Wealth Partners Capital Group (WPCG), a financial services holding company that invested in Apella in September 2021.
“Financial Connections is a natural fit for Apella – both firms share a commitment to providing holistic advice, enduring client relationships and preserving advisor autonomy,” said Madison Snider, director at WPCG. “This acquisition further strengthens Apella’s West Coast presence while staying true to the culture and philosophy that has driven the firm’s growth.”
The deal closed on April 1, 2026. As of closing, Apella has approximately $10.5 billion in assets under management (AUM).