The Fort Worth Press - Inspira Financial Enters 2026 With New Leadership and AI-Powered Benefits Platform to Better Connect Americans with Their Health and Retirement Assets

Behind each of those decisions sits a complex system of benefits, savings, providers, and financial institutions that must work together for people to move forward with confidence. For more than 20 years, Inspira Financial® has been building that infrastructure, one that now supports more than 150,000 employers and institutional partners, including relationships with the majority of the ten largest U.S. retirement plan recordkeepers, and more than 8 million individual and institutional clients with over $62 billion in traditional and alternative assets under custody.

A new chapter begins

In March 2026, Matt Marek was named Chief Executive Officer of Inspira Financial, stepping into a role he had been building toward since joining as President in September 2024 and continuing the momentum built by his predecessor, Dan Laszlo. Marek brings more than two decades of health care and financial services leadership, and a firsthand understanding of what happens when systems that are meant to help people fall short.

"We have an extraordinary opportunity in front of us," said Marek. "The people on this team have spent their careers working toward exactly this kind of moment - where the technology, talent, and the demand all point in the same direction. I'm proud of what we're building. Working people deserve a benefits experience that actually works for them. That's what we're here to deliver."

Why this work matters now

More than $14 trillion sits in U.S. employer-based retirement plans. The challenge is not that Americans are not saving. It is that too many people lose the connection to what they have already saved when life changes. The average employee spends as little as 30 minutes picking their benefits each year and more than half later wish they had made different choices. Reconnecting people to what they have already earned is one of the most important things the benefits industry can do. That is the work Inspira is built for.

Innovation in motion

When someone changes jobs, their retirement savings should not just survive the transition. They should keep working. New investing tools are making it easier for individuals to put their retirement assets back to work quickly, embedding investing directly into the account claiming experience so that getting back on track takes minutes, not months. By presenting an age-aligned target date fund when someone claims their automatic rollover IRA, Inspira makes it simple for individuals to re-invest their retirement funds with just a few clicks. The result is fewer stranded accounts, less retirement leakage, and more people building toward the retirement they have been working for.

On the health and benefits side, a modern, configurable platform is giving employers more flexibility to design programs that fit their workforce while giving employees clearer, more personalized guidance throughout the year. Using AI, the platform integrates point solutions, connects claims data, and delivers personalized benefits education based on each person's real situation rather than a generic enrollment template. Through this work, Inspira has already helped reconnect more than 7.9 million individuals to savings and benefits they had previously lost track of.

A Vision with Purpose: New Leadership Joins Inspira Financial

Inspira's story did not begin with a single founding moment. It was built over two decades through strategic growth, making Inspira one of the nation's largest providers of automatic rollover and health savings account custody services.

Marek also added two executives whose backgrounds signal exactly the kind of move Inspira is making. Chris Herman joined as Executive Vice President, Head of Retirement & Wealth, bringing more than two decades of experience at institutions that helped shape the modern U.S. retirement system, including Bank of America Merrill Lynch, Fidelity Investments, and Mercer. Debby Moorman joined as Executive Vice President, Head of Health and Benefits, following nearly 30 years in the industry including more than 20 at Aetna and a role as Health & Benefits North America Leader at WTW. Both have augmented their management teams with industry alum across all operational functions. Inspira's investment in talent has been recognized externally as well, with the company named to Built In's 2025 Best Places to Work and Crain's Chicago Business Fast 50 for seven consecutive years.

For the working parent, the new employee, the family asking if they are going to be okay: the answer Inspira is building toward is yes. And the work is just beginning.

About Inspira Financial

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 8 million individual and institutional clients holding over $62 billion in assets under custody, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners, helping the people they care about plan, save, and invest for a brighter future. For over 20 years, Inspira has continued to pursue better outcomes for all with our automatic rollover services, health savings accounts, custody services, and more.

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Contact Information

Inspira and Inspira Financial are registered trademarks of Inspira Financial Trust, LLC.

SOURCE: Inspira Financial