The Governance Gap: A Fiduciary Governance Training for Retirement Plan Leaders
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313-394-1729

mswartz@lovascogroup.com

EDUCATION, CERTIFICATIONS, AND DESIGNATIONS

Marcus Swartz

Senior Financial Consultant

About

Marcus partners with employers to develop employee benefits strategies that align business objectives with the needs of their workforce. Drawing on extensive experience in self-funded health plans, healthcare analytics, and plan financing, he helps organizations navigate an increasingly complex benefits landscape with confidence and clarity.

Marcus takes a consultative approach that moves beyond the traditional broker model, focusing on year-round strategy and long-term outcomes rather than annual renewals and transactional solutions. He works closely with clients to evaluate plan performance, assess risk, and identify opportunities to improve the value and effectiveness of their benefits programs. While responsible cost management remains an important objective, Marcus believes the most successful strategies are those that also deliver meaningful, high-quality benefits that support employees and their families.

As an independent consultant, Marcus is not limited to a single carrier, vendor, or predefined solution, allowing him to provide objective recommendations tailored to each client's unique needs. He continuously evaluates emerging partners, innovative programs, and evolving market solutions to ensure employers have access to the best available options.

In a marketplace where incentives are often tied to increasing healthcare spend, Marcus is passionate about leveling the playing field by advocating for transparency, alignment, and solutions that put employers and employees first.

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