Senior Data Analyst (Healthcare / Pharmaceutical)
for 11199SEIU Benefit and Pension Funds in NY

Retirement Plan Consultant
for Bethesda, MD based financial services firm in MD

Director, Retirement Key Account Management (Southeast)
for Prudential in CT

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401(k) Rekon Advisor Symposium- Costa Mesa in California on November 8, 2011 presented by 401(k) Rekon

Best Practices to Prevent 401(k) Litigation in California on October 20, 2011 presented by Western Pension & Benefits Conference - Orange County Chapter

Determination Letter Issues Regarding Employee Stock Ownership Plans Phone Forum Nationwide on October 28, 2011 presented by Internal Revenue Service (IRS)

2nd Annual Executive Forum on Creating a Culture of Health [Advert.]

Employee Benefits professionals clearly recognize the benefits of health and wellness programs. Learn how to obtain the maximum value from these initiatives by shifting organizational norms and behaviors to a Culture of Health .

Lawsuit Challenges Health Care Reform Employer Mandate
"Whereas other suits hinged mostly on a challenge to the law's 'individual mandate'—the requirement that most Americans obtain health insurance coverage—the Liberty University case also challenged similar requirements on employers to extend coverage to workers." (FOX News Network, LLC)

Essential Health Benefits: Affordability Is Key Criteria
"Recall that the ACA asks HHS to consider benefit packages offered by a 'typical employer' when designing the EHB. The IOM report narrows that approach by suggesting that packages of typical 'small' employers be the focus." (Wolters Kluwer Law & Business / CCH)

Lawyers Get Creative to Circumvent HIPAA's Lack of a 'Private Right'
"Patients may not have the right to sue covered entities for violations of HIPAA, but their attorneys are finding other laws, mostly at the state level, that allow patients to seek retribution after data breaches or other issues. And many of them have been successful." (Atlantic Information Services, Inc.; free registration required)

Don't Blame Doctors for High Health Care Costs
"The Kaiser Family Foundation released recently its latest estimate of what health insurance will cost in the future. By 2021, average family premiums are set to double, to more than $32,000. This year alone the premium is $15,073, up 9% from 2010." (USA TODAY)

Do Programs That Pay People to Lose Weight Really Work?
"The best programs are carefully calculated to exploit human nature: our love of a windfall, the risk of losing a small but significant financial stake, the camaraderie of a team effort, the heat of competition. All in the hope it may push us to do something difficult and unpleasant: shed pounds." (The Washington Post; free registration required)

Should Employers Require Employees To Have Flu Vaccinations?
"[The legal headaches from mandating the vaccination might be more painful than the aches and chills of the flu itself]. Forcing employees to get flu shots brings up issues with the U.S. Equal Employment Opportunity Commission, Title VII of the Civil Rights Act and the Americans with Disabilities Act Amendments Act . . . ." (Constangy, Brooks & Smith, LLP)

NCQA Releases Rankings of Health Plans by State
"National Committee for Quality Assurance rankings of health plans compare plans based on customer satisfaction, coverage of treatments for common conditions and provision of preventive services." (Mercer LLC)

Administration Wants To Work with Employers To Minimize Burdens under PPACA
"In describing several regulatory proposals which attempt to streamline the massive information swap between employers, exchanges, and the federal government, Yvette Fontenot, Deputy Director of the Office of Health Reform at HHS, noted that large multi-state employers simply 'may not have the capacity to deal with that many reporting requirements.'" (HR Policy Association)

New Health Care Developments Promote Patient/Consumer Involvement in Care (PDF)
"The federal government recently proposed two initiatives that have the potential to increase patient engagement and awareness of their own health care. First, [a Personal Health Record (PHR) Model Privacy Notice] will give patients/consumers an increased awareness of PHR vendors' privacy, security and data sharing practices. Second, [proposed rules] would allow patients direct access to laboratory test results." (Drinker Biddle & Reath LLP)

Bank of America Equalizes Health Costs for G.ay Employees
"Starting next year, the nation's largest bank will begin reimbursing its employees with same-s.ex partners for the extra taxes they pay for health insurance—something that their married heterosexual co-workers don't have to worry about because the federal government recognizes them as an economic unit." (The New York Times; free registration required)

Institutional Shareholder Services Reports Pay and Governance Policy Survey Results
"[The new report] summarizes survey feedback on the proxy adviser's 2011 executive pay and governance policies. . . . Key US pay practices and board issues covered in this year's survey include pay for performance, say on pay, approval of equity plans, leadership structure and director elections." (Mercer LLC)

Milliman's Monthly Benefit News and Developments, October 2011 (PDF)
"The newsletter provides a summary of the previous month's legislative, regulatory, and judicial information on employee benefits and upcoming key dates." (Milliman, Inc.)

Despite Economy and Increase in Required Contributions Private Pension System Stable (Society of Actuaries)

Newport Puts Retirement Readiness Front and Center (Newport Group, The)

Benefit Advisors Network Joins the LexisNexis Insurance Exchange (Benefit Advisors Network)

More People Using Free Preventive Benefits Provided by Affordable Care Act (U.S. Department of Health & Human Services)

Fidelity Investments Launches New Retirement Distributions Center for IRA Investors (Fidelity Investments)

National Poll Finds Retirement Security Concerns on the Rise (Americans for Secure Retirement (ASR))

Benefit Informatics Introduces Aggregate Reporting (Benefit Informatics)

US Pension Plan Deficit at End-September Reaches a Post-World War II High (Mercer)