IRS Program Number: CZTXU-Q-00644-16-O
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Neil Lloyd was appointed Head of Mercer’s US DC & Financial Wellness Unit in late 2015. He is a partner in the firm, and prior to this new role, was a senior consultant in Mercer's investments business in the Vancouver office. Neil uses his actuarial, investment, and international expertise to lead the research activities for the DC and Financial Wellness Unit.
Lindsey Staley, CIPM, is a Research Associate within Mercer’s US Defined Contribution & Financial Wellness unit. She focuses on conducting due diligence on financial wellness vendors and defined contribution-oriented investment products. Lindsey is a Lead Researcher for Target Date Fund, and was previously with Mercer’s Investment Consulting practice.
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