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Fallon Benefits Group
Names Dr. Katie Stone
President

PRESS RELEASE

Fallon Benefits Group, a world-class client service organization focused on the health and well-being of those it serves, announced today it is elevating current EVP of Strategy and Development Dr. Katie Stone to President effective January 1, 2020.

Current President & CEO Steve Fallon will continue to lead the firm as Founder & CEO. Fallon Benefits Group is based in Atlanta, Georgia.

Dr. Stone has been part of the Fallon Benefits Group team since 2008. During her tenure with the firm, she previously served as SVP of HR Consulting and EVP of Strategy and Development. She received her Doctorate of Business Administration from Georgia State University and holds the SPHR, SHRM-SCP and CEBS designations.

“I am humbled and honored to lead Fallon Benefits Group and our team of exceptional, compassionate employees,” said Stone. “At FBG, we care deeply about the lives of our clients, and the meaningful bond we form with them will always guide our thinking as a company.

“As President, I could not be more excited to combine the wisdom I’ve gained under Steve Fallon with my experience and education in this field. I look forward to leading our team and creating more value for clients in the years to come. Our culture is meaningful to me because it is strong. I cannot wait to collaborate with Steve and the talented employees at Fallon Benefits Group in this role.”

Steve Fallon founded Fallon Benefits Group in 2007. Over the past 12 years, the employee-owned firm has experienced significant growth while broadening the ownership among employees. FBG’s expansive client service offering includes consulting in the following areas: employee benefits, human resources, wellness, compensation and executive coaching.

Said Fallon, “Our firm’s future is extremely bright, and with Katie’s leadership, I am confident we will accelerate this momentum. I look forward to partnering with Katie, remaining focused on exceeding client expectations and continuing to provide an incredible workplace for our employees.”

Health Benefits Conference & Expo
Clearwater, Florida |
January 2020

Dr. Katie Stone, President, and Jenna Igoe, VP, Employee Benefits Consulting Practice Leader, gave a presentation titled ‘Reimagining Open Enrollment: Strategies for Innovative Employee Communication’ and shared FBG’s journey to improving employer strategies with an emphasis on going green.

Fallon Benefits Group Named 2019 Best Practices Agency

Fallon Benefits Group has been selected to be part of an elite group of independent insurance agencies around the United States participating in the Independent Insurance Agents & Brokers of America “Best Practices” Study Group.

Only 267 independent agencies throughout the U.S. qualified for inclusion in the 2019 Best Practices Study. An IIABA affiliated state association or an insurance company must first nominate the agency which then must qualify based on outstanding customer retention, growth, stability and financial management. More than 1,300 agencies were nominated this year.

Our firm is honored to be recognized as a Best Practices Agency in 2019.

SHRM Talent Conference
Nashville, TN  |  April 2019

FBG spoke at the SHRM Talent Conference in Nashville, TN on April 9, 2019. Dr. Katie Stone and Danielle Compton led a session on preventing harassment and promoting respect in the workplace.

Georgia Chapter of ISCEBS
Atlanta, GA  |  April 2019

FBG’s Chloe Ruzick, VP, Employee Benefits Consultant spoke about “Flexing Your Benefits Package for the Modern Employee” at the Georgia Chapter of ISCEBS April program.