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ISCEBS
18700 W. Bluemound Rd
P.O. Box 209
Brookfield, WI 53008-0209
Phone: (262) 786-8771
Fax: (262) 786-8650
iscebs@iscebs.org

More About Symposium

Sponsorship Program

 

27th ISCEBS Annual Symposium
September 21-24, 2008
Orlando, Florida

Symposium sponsorship is an excellent way to showcase your organization's products and services while supporting the educational efforts of the Society. There are a variety of sponsorship opportunities available, including event and specialty items. Sponsorship rewards include placement of promotional literature on display at the Symposium, preconference publicity, one-time use of the post-Symposium attendee mailing list and Product Directory Listing as well as a direct link from the Society Web site to your organization. To take advantage of this exclusive marketing opportunity to promote your organization, call the Society office at (262) 786-8771, or e-mail iscebs@iscebs.org for complete details.


2008 Sponsor Product Directory


The Society gratefully acknowledges the contributions of these sponsors
in support of the 2008 Annual ISCEBS Employee Benefits Symposium.

ABD Insurance and Financial Services | Aegis Risk LLC | Alliant Financial Benefit Solutions
Anthem Blue Cross and Blue Shield
| Aon Consulting | ARMSRx Pharmacy Consultants BeneTemps/HR Placement Group | Black Mountain Management Group, Inc.
Business Insurance | CIGNA International Expatriate Benefits | Deloitte Consulting LLP ExcellerateHRO | Garner Consulting | Generali | HealthTrans | Hewitt Associates
HTH Worldwide
| Humana | ING Employee Benefits | ING Financial Advisers
John Hancock
| Medco | Mercer | MetLife | Milliman | Mosse & Mosse Associates | My Next Phase Payflex Systems USA, Inc. | SunTrust Bank | TransitCenter | UnitedHealthcare
USI Insurance Services
| Wolters Kluwer Law & Business | Zurich North America

ABD Insurance and Financial services

ABD provides insurance brokerage, employee benefits consulting and risk management solutions to business clients across the United States and around the world. An industry leader and innovator, ABD is widely recognized for its collaborative, client focused culture and leading edge customer support. ABD is a subsidiary of Greater Bay Bancorp (NASDAQ: GBBK), a financial service holding company. Currently ranked as the nation's 14 largest retail broker, ABD has more than 830 employees, twenty three offices in strategic regional business centers across the Western United States and annual revenues of approximately $165 million.

ABD provides a unique combination of client support, strategic global market relationships, specialized industry knowledge and a strong focus on results. With both Benefits Consulting and Property & Casualty practices well established in all locations, ABD is uniquely positioned to deliver truly integrated programs and services including Health and Welfare, Workers' Compensation and Integrated Disability Management programs.

Human resource professionals, risk managers and CFOs alike will appreciate the convenience and value ABD's award winning CyberSure.com® Internet initiative - an interactive, on-line client service tool featuring an enormous Human Resource Library and extensive proprietary Benefits benchmarking data for companies of all sizes.

ABD Insurance and Financial Services
Answers. Not Excuses.

A MEMBER OF THE GREATER BAY BANCORP FAMILY

 

Renee H. Polk, CEBS
Senior Vice President
ABD Insurance & Financial Services
305 Walnut Street
Redwood City, CA 94063
(650) 839-6190
Fax: (650) 839-6971
E-mail: rhp@abdi.com
www.cybersure.com

 

 

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Aegis Risk LLC

Aegis Risk is a specialty-consulting firm focused on medical stop loss, critical illness, and accident coverage for large employer benefit plans.

Offering protection against catastrophic losses, these unique benefits require a thoughtful risk management approach - typically unavailable through traditional benefits consultants or brokers.

Visit our Web site to learn more and participate in our 2nd Annual Stop Loss Premium Survey - the only employer-based survey focused on stop loss. All respondents receive a FREE copy of the survey results, released in early fall - just in time for your 2009 renewal.

Contact us today to discuss key coverage issues and our strategic solutions, including market preferential stop loss coverage proposals that have saved other employers more than 50% from their renewals. We partner with employers, as well as other consultants and brokers.

Aegis Risk LLC logo

Ryan Siemers, CEBS
Principal
Aegis Risk LLC
Suite 200
1940 Duke Street
Alexandria, VA 22314
(703) 684-4492
Fax: (703) 548-9446
E-mail: info@aegisrisk.com
www.aegisrisk.com

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ALLIANT financial benefit solutions

Alliant Credit Union offers employers of all sizes access to a unique financial benefit program that increases the overall financial wellness of your employees without adding cost to your company. With Financial Benefit Solutions from Alliant Credit Union you can offer your employees …

  • a benefit program that provides an immediate financial benefit at no out-of-pocket cost to them, giving you a competitive, differentiated benefits package
  • a program that improves your employees' cash flow, reduces their financial stress and improves their engagement, without adding cost to your company and with less than an hour a week of your staff time
  • a best-in-class HSA program featuring no fees and industry leading rates. With Alliant as your HSA custodian, we can help your company decrease employee health benefit expenses and help your employees control and manage their health care costs.

Alliant increases the overall financial wellness of your employees by helping them save money on loans and earn a much higher return on their savings:

  • Savings accounts that pay more than 7x higher interest than banks typically provide
  • Loan rates up to 30% lower than banks usually offer

Let us help you give your employees a raise at no cost to you! For more information or to schedule a meeting, contact:

Sherry Thomas Palmer
Director, Business Development
Alliant Credit Union
11545 West Touhy Avenue
Chicago, IL   60666
(800) 328-1935, Ext. 2067
Fax: (773) 462-2083
E-mail: spalmer@alliantcreditunion.org
www.alliantcreditunion.org/hr

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ANTHEM BLUE CROSS AND BLUE SHIELD

Our mission is to improve the health of the people we serve. At Anthem, we believe the best health care coverage can actually help people stay healthy. That's why we go beyond simply providing coverage. We help encourage members' wellness by:

  • Reminding members to have important preventive screenings.

  • Offering extensive networks with access to more than 80 percent of hospitals and nearly 90 percent of doctors in the U.S. plus access to physicians in 200 countries worldwide

  • Providing programs and information to help manage chronic health conditions.

  • Offering related services including prescription, dental, vision, life and disability benefits.

We work with physicians, hospitals and other providers to help ensure that care is accessible, coordinated, timely and provided in a manner and setting that promotes positive patient-provider relationships.

For more information about Anthem, its products and services, visit www.anthem.com.

Anthem Blue Cross and Blue Shield Logo

 

Ben L. Pauley, CEBS
Director, National Accounts
Anthem Blue Cross and Blue Shield
IN23C-450
220 Virginia Avenue
Indianapolis, IN 46204-3632
(317) 287-8392
Fax: (317) 287-5744
E-mail: ben.pauley@anthem.com
www.anthem.com

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AON CONSULTING

Aon Consulting is shaping the workplace of the future through benefits, talent management, and rewards strategies and solutions. We leverage our global network of offices, unmatched talent, innovation, thought leadership, and operational excellence to deliver distinctive value to our clients.

AON Consulting Logo

Rick Wellner, CEBS
Senior Vice President
Aon Consulting Inc.
Suite 2550
101 South Tryon Street
Charlotte, NC 28280
(704) 347-4085
Fax: (704) 347-2373
E-mail: rick_wellner@aon.com
www.aon.com/hcc

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BENETEMPS/HR placement group

BENETEMPS
Employee Benefit and Human Resource contract staffing experts

HR Placement Group
Specialists in permanent Human Resource and Employee Benefit recruiting and placement.

Make BeneTemps and HR Placement Group your partner in acquiring highly qualified, experienced Employee Benefit and Human Resource professionals.

  • Every member of our staffing team has worked as an HR or Employee Benefits professional. This is the key to our unique understanding of clients' needs and candidates' skills.
  • We  only place HR and Benefits professionals which means our staffing team is strictly focused in this specialized area offering a very high level of subject matter expertise.
  • With more than 30 years of experience in this highly specialized field, we offer an extensive network of both clients and candidates who rely on us for support.

We are dedicated to professional and honest relationships and work closely with our candidates and clients to ensure maximum satisfaction and value.

Sam Gruenbaum, CEBS
Managing Partner
BeneTemps/HR Placement Group
35 Highland Circle
Needham, MA 02494
(781) 726-6070
Fax: (781) 726-6071
E-mail: sam@benetemps.com
www.benetemps.com

 

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Black Mountain
management Group, Inc.

Black Mountain is a global leader in employee benefit and human resources consulting. We offer an adaptable and a scaleable array of services to fit most clients' needs, whether it be - brokerage, employee benefit consulting, online enrollment, benefit administration, employee call center, or human resource consulting - our experienced professionals will develop creative, cutting edge, cost effective solutions for your organization.

Offices located in Chicago, New York, Louisville, Hong Kong and Singapore.

Mark J. Matuscak
Benefitdecisions Holdings, Inc.
Suite 2075
125 South Wacker Drive
Chicago, IL   60606
(312) 606-4800
Fax: (312) 606-8101
E-mail: mmatuscak@benefitdecisions.com
www.benefitdecisions.com
www.blackmountaingroup.com

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BUSINESS INSURANCE

Business Insurance is the trusted voice of the commercial insurance marketplace. BI's editorial leadership, in print and online, sets the agenda for our industry by covering more employee benefits management and risk management news for corporate executives and purchasing decision-makers than any other news source serving the market.

Business Insurance weekly newsmagazine along with our monthly Benefits Management Sections, BusinessInsurance.com, and BI's e-mail products - Daily News Alert, This Week in BI, Benefits Management and Risk Management News Alerts - are edited for corporate and institutional executives who purchase insurance and self-insurance services, manage employee benefits, risk management, risk financing and safety programs, and who are responsible for the conservation of corporate assets.

Visit BusinessInsurance.com to find out about our services, events and our benefits portal and custom tools for benefits management executives as well as exclusive online departments.


Martin J. Ross
Publisher/Corporate Vice President
Business Insurance
711 Third Avenue
New York, NY 10017
(212) 210-0228
Fax: (212) 210-0704
E-mail: mross@BusinessInsurance.com
www.BusinessInsurance.com

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CIGNA INTERNATIONAL
EXPATRIATE BENEFITS

CIGNA International Expatriate Benefits is a leading provider of life, AD&D, medical, dental, vision, short- and long-term disability coverages for multinational employer groups, as well as primary medical benefits for international business travelers.

Our service philosophy is to provide exceptional customer service for international employees while they are on assignment.

Cigna International Expatriate Benefits Logo

Allen Koski, CEBS
Director of International Sales
CIGNA International Expatriate Benefits
590 Naamans Road
Claymont, DE 19703
(302) 797-3300
Fax: (302) 797-3004
E-mail: allen.koski@cigna.com
www.cigna.com/expatriates

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It is our mission to enhance an organization's value through people. How are we doing this? By redefining human capital and how it is managed and measured. By assembling a highly talented and integrated global team of broad-based business consultants and deep technical specialists. By fostering an environment of innovation. By investing aggressively in leading-edge metrics, methodologies, and tools. And, simply, by being more than your typical human resources consulting practice. We're the second largest HR consultancy in the world with more than 7,500 practitioners in 55 major offices globally.

About Deloitte

Deloitte refers to one or more of Deloitte Touche Tohmatsu, a Swiss Verein, its member firms, and their respective subsidiaries and affiliates. As a Swiss Verein (association), neither Deloitte Touche Tohmatsu nor any of its member firms has any liability for each other's acts or omissions. Each of the member firms is a separate and independent legal entity operating under the names "Deloitte," "Deloitte & Touche," "Deloitte Touche Tohmatsu," or other related names. Services are provided by the member firms or their subsidiaries or affiliates and not by the Deloitte Touche Tohmatsu Verein.

Deloitte & Touche USA LLP is the U.S. member firm of Deloitte Touche Tohmatsu. In the United States, services are provided by the subsidiaries of Deloitte & Touche USA LLP (Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP, Deloitte Tax LLP, and their subsidiaries), and not by Deloitte & Touche USA LLP.

Member of Deloitte Touche Tohmatsu

Copyright ©2007 Deloitte Development LLC. All rights reserved.


Deloitte Consulting LLP Logo

Richard A. Kleinert, CEBS
Principal
Deloitte Consulting LLP
Suite 200
350 South Grand Avenue
Los Angeles, CA 90071
(213) 688-3368
Fax: (213) 996-5617
E-mail: rkleinert@deloitte.com
www.deloitte.com/us

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ExcellerateHRO is a global, full-service human resources outsourcing company offering a flexible portfolio of services to mid-size and large employer organizations. The company provides HR Outsourcing, Benefits Administration, and Relocation and Assignment services to more than 400 clients in North America, EMEA, Latin America and Asia Pacific, serving more than 34 million participants from its client organizations.

ExcellerateHRO is the jointly owned HR outsourcing business of EDS and Towers Perrin, combining the technology and business process outsourcing expertise of EDS with Towers Perrin's HR domain expertise.


ExcellerateHRO
5400 Legacy Drive
Plano, TX 75024-1399
(866) 458-0613
E-mail: info@excelleratehro.com
www.excelleratehro.com


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GARNER CONSULTING

Garner Consulting assists plan sponsors in developing and managing benefit programs. We work in the most cost-effective manner consistent with employee relations objectives and overall operating philosophy. We provide innovative solutions to real problems.

Focusing on health, life, disability and voluntary plans. Garner Consulting and its insurance brokerage division, Garner Insurance Services, work with plan sponsors on plan design, financing, vendor selection and administration issues. Garner Consulting has special expertise in compliance, including HIPAA, COBRA and ERISA. We are nationally recognized as a leader in claim auditing, as well as in claim administration and managed care consulting services. Garner Consulting offers claim administrators these services: operational review, contract administration, internal audit procedures, expert testimony, claim appeals and claim system selection.


Garner Consulting Logo

John C. Garner, CEBS
CEO
Garner Consulting
Suite 300
630 North Rosemead Boulevard
Pasadena, CA 91107
(626) 351-2300
Fax: (626) 371-0447
Email: john@garnerconsulting.com
www.garnerconsulting.com

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GENERALI EMPLOYEE BENEFITS NETWORK

The Generali Group is among the leading insurance and financial companies in the world. Founded in 1831, the Group consists of more than 500 companies directly or indirectly controlled by the Trieste-based Parent Company, and carries on worldwide insurance operations in more than 70 international markets.

Generali currently ranks within the top five insurers in the world by global premium volume, and is number 30 on Fortune's Global 500 list (July 2007).

As one of the Group's primary business units, the Generali Employee Benefits (GEB) Network is one of the oldest, largest and most experienced networks and has been coordinating international employee benefits programs for multinationals for more than 40 years.

Located in Brussels, the GEB head office is supported by six regional coordination offices: Brussels, London, Frankfurt, Vienna, Parsippany, NJ (USA) and Hong Kong. With more than 100 local insurers, the network operates in more than 70 countries.

In addition to the financial advantages pooling or captive programs offer, GEB provides competitive local solutions, centralized global employee benefits management, risk evaluation, technical support, and increased control over information to more than 1,350 multinational corporations.

Based entirely on reinsurance, GEB is able to centralize and control global risks, and offer great flexibility with local underwriting, terms and conditions.

Rated AA by S&P, Aa3 by Moody's, A+ by AM Best, and AA by Fitch Ibca, the solidity of the Generali Group provides multinational companies with the peace of mind they expect and require when dealing with a global insurance group.

For multinationals headquartered in the Americas, the Parsippany, NJ office serves as a single point of contact and gateway to our worldwide network.


Marc Reinhardt
Vice President
Generali Employee Benefits
The Americas
Morris Corporate Center I
Building C, 3rd Floor
300 Interpace Parkway
Parsippany, NJ 07054
(973) 658-1024
Fax: (973) 402-5121
mreinhardt@gebusa.com
www.geb.generali.com

 

 

 

 

 

 

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healthtranS

HealthTrans is a pharmacy benefits administrator, providing employers, managed care organizations (MCOs), third party administrators (TPAs), union groups, workers' compensation plans, and government-sponsored plans with cost-effective pharmacy benefits services.  HealthTrans is a forerunner in the transparent pharmacy benefit model, providing clients with total visibility into, and control of, all aspects of their pharmacy benefit plan. Our full-disclosure model yields substantial, measurable, and sustained savings, enabling clients to realize long-term savings by reducing their total net drug costs via value-based formularies and flexible plan design.

HealthTrans processes over 100 million claims annually for our clients, representing 15.1 million lives and over $4 billion in annual prescription drug spend. HealthTrans' service offering includes claims processing and management services, clinical services, formulary and rebate management, pharmacy network administration, mail order and specialty services, reporting, member/provider services, and consulting.

HealthTrans also offers a full line of TPA services and a comprehensive solution for discounted health services providing a continuum of care with access to almost 400,000 professionals and facilities throughout the U.S. offering the highest quality products and services for prescriptions, healthcare, dental, vision and alternative care therapies.

HealthTrans' flexible systems allow us to build custom plans to meet the business and healthcare needs of each client.  Our pharmacy network options allow for broad national coverage or customized networks that take advantage of more aggressive discounts.



HealthTrans
8300 East Maplewood Avenue
Suite 100
Greenwood Village, CO 80111
(800) 950-9120
(720) 493-8360
Fax: (303) 221-7775
www.healthtrans.com

 

 

 

 

 

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Hewitt associates

For more than 65 years, Hewitt Associates (NYSE: HEW) has provided clients with best-in-class human resources consulting and outsourcing services. Hewitt consults with more than 3,000 large and mid-size companies around the globe to develop and implement HR business strategies covering retirement, financial and health management; compensation and total rewards; and performance, talent and change management. As a market leader in benefits administration, Hewitt delivers health care and retirement programs to millions of participants and retirees, on behalf of more than 300 organizations worldwide. In addition, more than 30 clients rely on Hewitt to provide a broader range of human resources business process outsourcing services to nearly a million client employees. Located in 33 countries, Hewitt employs approximately 23,000 associates.

For more information, please visit www.hewitt.com.

Michael Sean Murphy
North America Mid-Market Leader
Hewitt Associates
230 Third Avenue
Waltham, MA 02451
(781) 891-8600
Fax: (781) 891-0935
E-mail: michael.murphy@hewitt.com
www.hewitt.com

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hth worldwide

HTH Worldwide combines global medical knowledge, Internet expertise and practical health insurance know-how to provide innovative international health plans for short-term business travelers and long-term expatriates. The HTH international provider community gives members convenient access to carefully selected doctors and hospitals in over 178 countries.


Rob Howard
Director of Corporate Sales
HTH Worldwide
Suite 100
One Radnor Corporate Center
Radnor, PA 19087
(610) 254-8708
Fax: (610) 293-3529
E-mail: rhoward@hthworldwide.com
www.hthworldwide.com

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humana

Humana Inc., headquartered in Louisville, Kentucky, is one of the nation's largest publicly traded health benefits companies, with approximately 11.3 million medical members. Humana offers a diversified portfolio of health insurance products and related services - through traditional and consumer-choice plans - to employer groups, government-sponsored plans, and individuals.

Over its 46-year history, Humana has consistently seized opportunities to meet changing customer needs. Today, the company is a leader in consumer engagement, providing guidance that leads to lower costs and a better health plan experience throughout its diversified customer portfolio.


Wadida Murib-Holmes
Director, National and Major Accounts
Humana
500 West Main Street
Louisville, KY 40202
(502) 580-3465
Fax (502) 580-1288
wmuribholmes@humana.com
www.humana.com

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ING Employee benefits

ING Employee Benefits offers a broad array of traditional group insurance products, voluntary benefits and value-added services to meet the varied financial needs of our customers and their employees. We also have the right technology and tools to ensure ease in product delivery. Just as important is our tradition of providing exceptional localized services and building long-term relationships. It is this foundation of "making connections", whether efficiently through technology or personally through relationships that our organization was built on more than 80 years ago; and one that continues today as we set our sights on the future.

We offer a variety of employee benefit products and services, including:

  • Group insurance products such as Life, Disability Income, Personal Accident and Stop Loss coverage.
  • Voluntary payroll deduction products, such as Universal Life, Whole Life, Critical Illness, Accident and Disability Income insurance.
  • Retirement programs for the Corporate, Health, Education and Government markets.


David Kath
Regional Vice President and General Manager
ING U.S. Financial Services - Employee Benefits
4 Park Plaza, Suite 350
Irvine, CA 92614
(949) 221-2229
Fax: (949) 622-1417
david.kath@us.ing.com
www.ing-usa.com

 

 

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ING financial advisers

ING is a global financial institution with a broad spectrum of businesses including banking, insurance, and asset management. ING has over 150 years of experience, $1.6 trillion in assets, and 60 million customers spread over more than 50 countries. ING employs more than 119,000 employees. In 2006, ING was ranked #11 on the Forbes Global 2000 list.

 


Janet Kendall, ChFC
Vice President, Consultant Relations
ING Financial Advisers
151 Farmington Avenue, TNA1
Hartford, CT 06156
(860) 723-3235
Fax: (860) 723-3360
E-mail: janet.kendall@us.ing.com
www.ing.com

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JOHN HANCOCK

John Hancock is a market leader in long term care insurance (LTCI). Since entering the market in 1987, John Hancock has installed long term care insurance plans with numerous benefits leaders across the country, including a number of the nation's largest industrial, technological, and service employers. We have also been selected as the LTCI carrier for some of the most prestigious colleges and universities in America, and are one of only two carriers chosen to introduce and administer the Federal Long Term Care Insurance Program. John Hancock offers a variety of LTCI plans to suit the needs of every employer.

Victoria Bravo
Sales Support Consultant
John Hancock
200 Berkeley Street, B-6
Boston, MA 02116
(617) 572-4017
Fax: (617) 572-5244
E-mail:  vbravo@jhancock.com
www.gltc.jhancock.com

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mercer

Mercer is a leading global provider of consulting, outsourcing and investment services, with more than 25,000 clients worldwide. Mercer consultants help clients design and manage health, retirement and other benefits and optimize human capital. The firm also provides customized administration, technology and total benefit outsourcing solutions. Mercer's investment services include global leadership in investment consulting and multi-manager investment management.

Mercer's global network of more than 18,000 employees, based in over 40 countries, ensures integrated, worldwide solutions. Our consultants work with clients to develop solutions that address global and country-specific challenges and opportunities. Mercer is experienced in assisting both major and growing, mid-size companies.

Dino Catozzo
Market Sales Leader
Mercer
Suite 300
1560 Sawgrass Corporate Parkway
Sunrise, FL 33323-2855
(954) 838-3418
Fax: (954) 838-3800
E-mail: dino.catozzo@mercer.com
www.mercer.com

 

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METLIFE

MetLife, Inc. is a leading provider of insurance and other financial services to millions of individual and institutional customers throughout the United States. Through its subsidiaries and affiliates, MetLife, Inc. offers life insurance, annuities, automobile and homeowner's insurance and retail banking services to individuals, as well as group insurance, reinsurance and retirement and savings products and services to corporations and other institutions. Outside the U.S., the MetLife companies have direct insurance operations in Asia Pacific, Latin America and Europe.


MetLife Logo

Michael J. Malouf
Senior Vice President
MetLife
Suite 500
1900 East Golf Road
Schaumburg, IL  60173
(847) 285-2453
www.metlife.com

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MILLIMAN

Milliman health and welfare consultants bring you in-depth knowledge, supported by the most current research and innovative proprietary tools and products. We offer unparalleled technical capabilities and unrivaled data resources, coupled with broad-based business expertise, to provide creative solutions customized for your organization's needs.

Milliman has the extensive understanding of the constantly changing markets to provide services to the full spectrum of clients—whether insured or self-funded—that sponsor health and welfare benefits.

Milliman
Suite 3800
1301 Fifth Avenue
Seattle, WA   98101
(206) 624-7940
Fax: (206) 340-1380
www.milliman.com

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Mosse & mosse associates

Mosse & Mosse Associates is an established, national benefits consulting firm headquartered in Lynnfield, MA with offices in Dublin, NH and Ft. Myers, FL. They service regional, national and international clientele by providing innovative benefit solutions, industry relevant analytics and superior customer service in the areas of health and welfare corporate benefits and qualified retirement plans. They also offer ancillary products in conjunction with NFP partners such as voluntary benefits, executive benefits, individual insurance, financial planning, wealth management and human resource consulting.

Mosse & Mosse Associates is a wholly owned subsidiary of National Financial Partners (NFP). NFP is publicly traded on the New York Stock Exchange (NYSE: NFP). Mosse & Mosse Associates retains its operational autonomy, yet possesses the strengths, resources, and purchasing power of a large national corporation.

George E. Mosse
Director of Business Development
Mosse & Mosse Associates
Building B
50 Salem Street
Lynnfield, MA 01940
(781) 224-1709, Ext. 126
Fax: (781) 224-1724
E-mail: gem@mosseandmosse.com
www.mosseandmosse.com

 

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my next phase

Rated “A” by BusinessWeek, My Next Phase is the leader in non-financial retirement planning. From its web-based suite of personal planning tools, to “Retire Your Way” seminars and workshops tailored to companies of any size, My Next Phase helps people gain the personality-based insights – and an understanding of the disruptive nature of retirement -- central to preparing for a fulfilling “next phase.”

Benefits professionals tap My Next Phase to retain highly-valued staff -- keeping critical knowledge and talent in house -- and to recruit executives attracted by robust benefits offerings. Features and end benefits include:

  • Full suite of products and services to meet any company's non-financial retirement planning needs
  • Powerful complement to financial retirement benefits
  • High-value benefit with very low overhead
  • Tangible, meaningful help in an environment of pension setbacks and benefit cutbacks
  • A way to stem the “brain drain” caused by baby boomer retirement. (My Next Phase creates a platform for establishing alternative work arrangements.)
  • Help in recruiting seasoned professionals
  • Compatibility with early retirement and outplacement programs
  • Full scalability for any workforce — local or international, small or large

Available one-to-one guidance by My Next Phase-trained experts.

Michael Burnham
CEO
My Next Phase
353 Colonial Road
Memphis, TN 38117
(901) 763-0416
Fax: (901) 347-0399
E-mail:
mburnham@MyNextPhase.com
www.MyNextPhase.com

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PAYFLEX SYSTEMS USA, INC.

PayFlex Systems USA, Inc. is a Third Party Administrator specializing in Flexible Spending Account, Health Reimbursement Arrangement, Health Savings Account, COBRA/HIPAA and Retiree Billing services.  Our
technological innovations, such as Internet access to account balances, e-Notify and leadership in debit card payment programs keeps us well ahead of our competitors.  At PayFlex Systems USA, Inc. our narrow focus allows us to be extremely effective in providing our clients with some of the best benefit programs and our service is second to none!  See for yourself!

Call us today at (800) 284-4885.  Why not work with a company that supports the Society.  Ask for one of the following individuals!

Cathy Lorenz, CEBS - April, 1999

Linda Fisher, CEBS - May, 2005

PayFlex Systems USA, Inc Logo

Jane Levin
Director, Sales Operations
PayFlex Systems USA, Inc.
Suite 700
302 South 36th Street
Omaha, NE 68131
(402) 231-8713
E-mail: jlevin@payflex.com
www.payflex.com

 

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Suntrust baNk

SunTrust Banks, Inc., with total assets of $182.2 billion on December 31, 2006, is one of the nation's largest and strongest financial holding companies. Through its banking subsidiaries, the company provides deposit, credit, trust and investment services to a broad range of retail, business and institutional clients. Atlanta-based SunTrust enjoys leading market positions in some of the highest growth markets in the United States and also serves clients in selected markets nationally.

One of SunTrust's five key lines of business is Wealth and Investment Management. The focus is on providing a full array of wealth management products and professional services to both individual and institutional clients. Within this line of business, our Retirement Services division is integral in providing 401(k) solutions to our corporate clients.

Our mission is to help people and institutions prosper by providing financial services that meet the needs, exceed the expectations and enhance the lives of our clients and their employees. This mission statement is seen in the retirement plan relationships which have been built with both plan sponsors and participants located in offices and facilities across the country. At SunTrust, it's more than just helping a company administer their retirement plan...it's about exerting extraordinary efforts into assisting employees change behavior and take full opportunity of their benefits.

Ann Williams
Group Vice President
SunTrust Bank
Center 210
25 Park Place
Atlanta, GA 30303
(404) 588-8607
Fax: (404) 724-3849
E-mail: Ann.Williams@SunTrust.com

www.suntrust.com


 

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TransitCenter, Inc.

TransitCenter, Inc. is the provider of TransitChek commuter benefits which offer employees tax-free savings on their commute. Employers also save through reduced payroll taxes. TransitChek programs are easy to administer and offers products that are fully compliant with IRS regulations.

 


Paul Spreer
Event Coordinator
TransitCenter, Inc.
1065 Ave of the Americas, 16th Floor
New York, NY 10018
(646) 746-0267
Fax (646) 746-0252
E-mail: pspreer@transitcenter.com
www.transitcenter.com

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unitedhealthcare

At UnitedHealthcare, we are committed to improving the health care system.

UnitedHealthcare is an operating division of UnitedHealth Group, the largest single health carrier in the United States.

As a recognized leader in the health and well-being industry, we strive to:

  • Improve the quality and effectiveness of health care for all Americans
  • Enhance access to health benefits
  • Create products and services that make health care more affordable
  • Use technology to make the health care system easier to navigate

Our family of companies delivers innovative products and services to approximately 70 million Americans. UnitedHealthcare's nationwide network includes 560,000 physicians (and other care professionals), 80,000 dentists and 4,800 hospitals. Our pharmaceutical management programs provide more affordable access to drugs for 13 million people.

We're committed to the delivery of quality care and its continual improvement. In fact, UnitedHealth Group made significant investments in research and development, technology and business process improvements – nearly $3 billion in the past five years. These investments led to changes that are improving the way care is delivered and administered across the entire industry.


www.uhc.com

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Wolters KluwEr Law & business

Wolters Kluwer Law & Business is a leading provider of research products and software solutions in key specialty areas for legal and business professionals, as well as casebooks and study aids for law students. Its major product lines include Aspen Publishers, CCH, Kluwer Law International and Loislaw. Its markets include health care organizations, law firms, law schools, corporate counsel and professionals requiring legal and compliance information. Wolters Kluwer Law & Business, a unit of Wolters Kluwer, is based in New York City and Riverwoods, Illinois.


Brian Hodge
Product Manager
Wolters Kluwer Law & Business
2700 Lake Cook Road
Riverwoods, IL 60015
(847) 267-7218
Fax: (847) 267-2444
E-mail:
brian.hodge@wolterskluwer.com
www.hr.cch.com

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