Fundz
Funding, M&A, exec moves and hiring — matched to your market, with the people to call.See plans →

Pension Resource Institute Appoints Annie Messer As President and Haley Erickson As Chief Compliance Officer

PRIVATEJul 28, 202613 days ago

Position

Chief Compliance Officer

Company

Pension Resource Institute

Haley Erickson
San DiegoConsultingLegal

Description

Pension Resource Institute (PRI) has announced the appointments of Annie Messer as President and Haley Erickson as Chief Compliance Officer of Group Plan Systems. These leadership changes aim to expand capabilities and enhance offerings across PRI and its affiliated firms.

Company Information

Company

Pension Resource Institute

Location

San Diego, California, United States

About

Pension Resource Institute (PRI) is an ERISA compliance and practice management firm. It offers a connected way for broker-dealers, RIAs, banks, and independent retirement plan advisors to build retirement plan businesses. PRI combines compliance infrastructure, pooled employer plan administration, legal support, and home office consulting.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Pension Resource Institute's next move

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.