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Sponsorship Program

32nd Annual ISCEBS Symposium
September 22-25, 2013
Boston, Massachusetts


2013 Symposium Sponsors

The Society gratefully acknowledges the contributions of these sponsors in support of the Symposium.

  Aegis Risk LLC  | Aon Hewitt | Benefit Outsourcing Solutions  
Buck Consultants | Cigna | ConnectYourCare | Extend Health, Inc.
 Fidelity Investments |  gatewayiQ  | HR Certification Institute 
Humana Pharmacy Solutions | ING | 
Lockton Companies  
 | NAHU | PayFlex Systems USA, Inc. 
 Putnam Investments | QuadMed | SSDC |  UMB Healthcare Services 
VSP Vision Care  | Wells Fargo Insurance


Aegis Risk LLC

Ryan Siemers, CEBS
Aegis Risk LLC
218 North Lee Street, Suite 306
Alexandria, VA 22314
(703) 778-6520
Fax: (703) 548-4399

Aegis Risk is a specialty employee-benefits consulting firm and broker focused on medical stop loss coverage and related risk management issues for large employer benefit plans.

Our in-depth knowledge on this "low frequency but high exposure" benefit exceeds that of most advisors – who only cover it occasionally. We obtain the greatest value for our clients on this unique benefit, while their primary broker or consultant remains focused on the rest.

Core services include stop loss deductible analysis and carrier selection, where our focused expertise often saves clients hundreds of thousands in premium. On stop loss, we provide ongoing claims monitoring and reimbursement filing – providing peace of mind in using a carrier external to your TPA or health plan.  For larger organizations with internal divisions, we can structure an upfront risk pool paired with a higher, less costly stop loss deductible – further lowering your total expense.

We also conduct an annual Medical Stop Loss Premium Survey – the only survey focused exclusively on employer premiums. Visit our Web site for Survey highlights and submission details. All respondents receive a FREE copy of the results.

Contact us today to discuss key coverage issues and our strategic solutions, including those related to health care reform and unlimited lifetime maximums.  We partner with employers, as well as other consultants and brokers.

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Aon Hewitt

John Zern
Health and Benefits Practice Director, Consulting Americas
Aon Hewitt
200 East Randolph Street
Chicago, IL 60601
(312) 381-4800
Fax: (312) 381-0240

Aon Hewitt is the global leader in human resource solutions. The company partners with organizations to solve their most complex benefits, talent and related financial challenges, and improve business performance. Aon Hewitt designs, implements, communicates, and administers a wide range of human capital, retirement, investment management, health care, compensation, and talent management strategies. With more than 29,000 professionals in 90 countries, Aon Hewitt makes the world a better place to work for clients and their employees. For more information on Aon Hewitt, please visit

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Benefit Outsourcing Solutions

Aaron Root
Director of Marketing
Benefit Outsourcing Solutions
3149 Haggerty Highway
Commerce Township, MI 48390
(248) 926-9971

Accurate.  The First Time.  Every Time.  Benefit Outsourcing Solutions (BOS) is a custom provider of health & welfare and defined benefit administration.  We understand that our clients demand and deserve accurate administration managing eligibility, enrollment, life events, premium collection, vendor interfaces, COBRA, court orders, reporting and call center services.  Accurate benefit administration is critical not only to our clients, but to BOS.  Because we set up and implement all the processes, procedures, feeds and systems correctly the first time, we can concentrate our efforts on superior customer service while still keeping our fees low.  Furthermore, our clients gain additional time to perform their own duties and responsibilities instead of dealing with benefit administration issues caused by their own administrator.

Answers don’t grow on (decision) trees.  The majority of our clients have extremely complex benefit plans that are too complicated to be addressed by inexperienced call center staff with decision tree software.  Our calls are handled by a dedicated team of experienced benefit professionals who are experts in every aspect of the service spectrum.  That’s why 99% of our participant needs are fully addressed on the first call.

Less Queue.  More A.  The best technology in the world is useless if it can’t be delivered correctly and in a timely manner.  Thus, BOS has proprietary systems that are easily customized and configured to meet our client’s unique needs.  We also assign a dedicated IT resource to ensure your requests are always top priority and the person doing the work is fully knowledgeable about your plans, vendor feeds and requirements.

Contact us today to see how a customized solution and dedicated team of benefit professionals can make accurate administration easier and cost effective for you.

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Buck Consultants

Chelsea Sellars
Marketing Manager
Buck Consultants
1851 East First Street, Suite 300
Santa Ana, CA 92705
(657) 622-3671
Fax: (657) 622-3666

Insightful thinking. Real-world solutions.™

Our mission is to help organizations develop, deploy, and manage their workforce through innovation in the areas of employee benefits programs, actuarial consulting, retirement benefits, compensation, and communication. Founded in 1916 to advise clients in establishing and funding some of the nation’s first public and private retirement programs, Buck Consultants, a Xerox company, is a leader in human resource and benefits consulting with more than 1,500 professionals worldwide. Our primary service areas include:

  • Benefits and Actuarial Consulting
  • Compensation Consulting
  • Global Investment Consulting
  • Global Technology and Delivery Solutions
  • Health and Productivity Consulting
  • Strategic Communications Consulting
  • Talent and Human Resource Solutions

News and other information about Buck Consultants is available at

About Xerox

With sales approaching $23 billion, Xerox Corporation (NYSE: XRX) is the world’s leading enterprise for business process and document management. Its technology, expertise and services enable workplaces – from small businesses to large global enterprises – to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Headquartered in Norwalk, Connecticut., Xerox offers business process outsourcing and IT outsourcing services, including data processing, healthcare solutions, HR benefits management, finance support, transportation solutions, and customer relationship management services for commercial and government organizations worldwide.  The company also provides extensive leading-edge document technology, services, software and genuine Xerox supplies for graphic communication and office printing environments of any size. The 140,000 people of Xerox serve clients in more than 160 countries.  For more information, visit, or  For investor information, visit

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Lori Whitaker
Director of Market Operations
Mountain States (CO, NM, UT, WY)
Suite 1100
3900 East Mexico Avenue
Denver, CO 80210
(303) 782-1553

Cigna is a global health service company, dedicated to helping the people we serve improve their health, well-being and sense of security. Cigna helps organizations around the world. Our integrated plans and services combine with proven health and well-being programs to help employees stay healthy and on the job.

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Alicia Main
Vice President, Marketing
307 International Circle, Suite 200
Hunt Valley, MD 21030
(410) 891-1000

ConnectYourCare provides a leading CDH platform for health plans, including Health Reimbursement Arrangements (HRAs), Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs) and Retirement Health Accounts. In addition, the platform also includes a smart healthcare payment card, online account management, best-in-class health education tools, and an advanced claims substantiation system. The ConnectYourCare solution fully integrates to health plans providing a transparent and seamless member experience. Our Stewardship Model utilizes behavioral economics optimizing every member's CDH experience.

For more information please visit

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Extend Health, Inc.

Alane King
Marketing Manager
Extend Health, Inc.
2929 Campus Drive, Suite 400
San Mateo, CA  94403
(650) 288-4789

Extend Health has helped hundreds of thousands of seniors compare and choose private Medicare plans. Extend Health is the only place seniors can compare thousands of plans from more than 75 carriers side by side and find plans that best meet their needs. Licensed benefit advisors are available to help seniors evaluate their Medicare coverage and explore new options quickly and easily. Founded in 2004, Extend Health operates the largest private Medicare exchange in the country. Extend Health is a Towers Watson company.

For more information, visit Extend Health on the web at

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Fidelity Investments

Fidelity Brokerage Services,
900 Salem Street
Smithfield, RI  02917


Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of over $3.7 trillion, including managed assets of $1.6 trillion as of April 30, 2012. Fidelity offers comprehensive services including defined contribution, defined benefit, non-qualified plans, health and welfare, stock plan services, and personal investing to more than 20 million participants, and a wide spectrum of organizations in the United States. Fidelity provides the guidance and solutions to help you and your employees succeed.

To learn more, visit us at

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Norm Steele, CEBS
1575 Bishop Street, Suite One
Cambridge, Ontario  N1R 7J4
(519) 622-3740
Fax: (519) 622-0508

Member engagement solutions that work for your business

gatewayiQ helps organizations take the leap in to web-based engagement solutions, using an innovative system that brings together all aspects of member interaction and communication. With continuous lifetime engagement members never lose touch with core competencies and professional development.

Your one stop source: To provide a complete member engagement and communication package gatewayiQ leverages existing company material to present interactive online solutions for training, on-boarding, benefits communication, financial planning, safety education and performance management.

The modular system that grows with your demands: With gatewayiQ's modular design your organization can customize a solution that meets your current needs. As your organization changes and grows, existing modules can be enhanced or new module can be added. gatewayiQ has been designed to organically grow with your organization.

Maximize productivity, manage costs and improve competitiveness: Today's organizations are looking for ways to maximize their productivity, improve their competitiveness and manage costs. Our next-generation communication system combines multiple communication capabilities onto a single platform. The system provides automatic tools that can be set up by management or subgroup team leaders, which reduces the cost of traditional engagement and training solutions while ensuring all target members have access to pertinent information.

Custom fit for any organization: gatewayiQ can be tailored to meet the needs of any organization. It can be customized to be your total online member solution, or simply used as a compliment to an existing organization intranet. From training and safety to on-boarding and performance, gatewayiQ will simplify and streamline your organization's member administrative functions.

Visit: for more information.

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HR Certification Institute

Katie Batten
Marketing Events Specialist
HR Certification Institute
1800 Duke Street
Alexandria, VA 22314
(703) 535-6085
Fax: (703) 535-6474

The HR Certification Institute, established in 1976, is an internationally recognized certifying organization for the human resource profession. Today, more than 115,000 HR professionals worldwide proudly maintain the HR Certification Institute’s credentials as a mark of high professional distinction:

  • Professional in Human Resources (PHR®)
  • Senior Professional in Human Resources (SPHR®)
  • Global Professional in Human Resources (GPHR®)

The HR Certification Institute is a global leader in developing rigorous exams to demonstrate mastery and real-world application of forward-thinking HR practices, policies and principles.

To learn more, please visit


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Humana Pharmacy Solutions

Nick Parrino, MBA
Regional Sales Executive
Humana Pharmacy Solutions
500 West Main Street
Louisville, KY 40202
(502) 963-8894
Fax (502) 508-8286

Humana Pharmacy Solutions, a division of Humana Inc., manages traditional pharmacy benefits with member-focused strategies to yield savings in pharmacy and total health expense.  Providing prescription coverage for both individuals and employer groups, Humana Pharmacy Solutions strives to give members access to the medicine they need while offering guidance on clinically proven, therapeutically equivalent drugs that bring better value to the member and the customer.

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Janet Kendall, CEBS
Consultant & Industry Relations
Wealth Management
One Orange Way
Windsor, CT 06095
(860) 580-1683
Fax: (860) 580-1262

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.

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Lockton Companies

Ross Reda, CEBS
Executive Vice President,
Chief Operating Officer
Lockton Companies, LLC
Suite 900
444 West 47th Street
Kansas City, MO 64112
(816) 960-9673
Fax: (816) 783-9673

As the world's largest privately-owned independent insurance broker and consultant, we focus our attention on our clients, not on shareholders. Lockton has the technical and professional expertise second to none with the entrepreneurial energy and passion that sparked our creation. Experience our passion for service. Let us help you with any of our full line of employee benefits services.

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Anoop Mansukhani
Corporate Account Executive
N66W13755 Crestwood Drive
Menomonee Falls, WI 53051
Phone: (262)-703-4125

As an organization, our core values are driven by a desire to improve human life, achieve scientific excellence, operate with the highest standards of integrity, expand access to our products and employ a diverse workforce that values collaboration.

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Illana Maze
Senior Vice President of Marketing & Development
Suite 450
2000 North 14th Street
Arlington, VA 22201
(703) 276-3810
Fax: (703) 841-7795

America's Benefits Specialists

NAHU represents licensed health insurance agents, brokers, consultants and benefit professionals who serve the health insurance needs of employers as well as individuals seeking health insurance coverage.

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PayFlex Systems USA, Inc. 

Brendan Kerrigan
Senior Vice President, Chief Revenue Officer
Two Enterprise Drive, Suite 303
Shelton, CT 06484
(203) 913-2070

PayFlex® is leading the way in technology and innovation in account-based benefits administration. HealthHub®, powered by PayFlex®, provides solutions that educate, engage and empower employees to improve their health and financial wellbeing. Incentive-based wellness programs integrated with account-based health administration sets PayFlex® apart in the consumer-directed marketplace

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Putnam Investments

Michael Goyer

Putnam is addressing the retirement savings challenge with an innovative approach.

At Putnam, we’ve reframed the conventional retirement mindset — from a focus on accumulating assets to a clear view of how well employees are doing in terms of generating the right monthly income in retirement. Our unique approach has a track record of improving savings behavior.  We’re delivering service, tools and resources designed to give retirement plan sponsors the best return on dollars spent on their retirement benefit.  

Find out more.  To get a demonstration of the tools Putnam can offer you or to calculate how well your retirement plan will generate income in retirement, please visit us at the conference or contact Mike Goyer ( or Putnam Retirement Services at (800)719-9914.

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Blake Wilkerson
Vice President, Business Development
W227N6103 Sussex Road
Sussex, WI 53089
(414) 566-8059

QuadMed is a nationally recognized leader in innovative healthcare solutions, and offers comprehensive healthcare services tailored to your company’s healthcare goals and employee health needs. QuadMed specializes in staffing, managing and operating employer sponsored primary care centers that offer services spanning the care continuum to ensure a model that best meets our clients’ needs.  This includes onsite, near-site, multi-employer/shared sites and telehealth options.

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Carole Porambo
Director of Business Development
28125 Cabot Drive, Suite 201
Novi, MI  48377
(248) 277-9258
Fax: (248) 344-1623

SSDC is a leading provider of cost reduction solutions for employers who provide health care to early retirees. Our solutions focus on optimizing the processes and strategies at every point where Medicare, Social Security and the employer health plan intersect. Our Medicare and Social Security expertise serves as the foundation for our comprehensive suite of services that help to control and manage retiree health care costs.

SSDC provides services to some of the largest employers and their 3 million beneficiaries in both the private and public sectors, reducing their costs by over a billion dollars within the last three years alone.

SSDC uses a data driven, highly technical process in identifying and perfecting medical and pension offsets and recoveries while utilizing a high touch, supportive approach during all interactions with retirees. Our tools include data exchanges, analytic tools, focused surveys, professional Social Security Disability representation and in house experts to provide maximum value to both the employer and their retirees.

SSDC can help you reduce retiree liability and costs at every point where Medicare intersects with your large group health plan.  Contact SSDC today to learn more.

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UMB Healthcare Services

Dennis Triplett
CEO UMB Healthcare Services
UMB Bank
1010 Grand Boulevard
Kansas City, MO  64106
(816) 860-8230

UMB Healthcare Services, a division of UMB Financial Corporation, has been a leader in the administration of healthcare accounts and multipurpose debit card solutions for more than 15 years. Today, UMB Healthcare Services provides solutions for nearly 2.5 million healthcare accounts (HSA/FSA/HRA), including nearly 220,000 HSAs, with more than $400 million in HSA deposits. UMB Healthcare Service’s tools support and enhance your benefit strategy.

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VSP Vision Care

Jeff Everson
Vice President Sales
VSP Vision Care
3333 Quality Drive
Rancho Cordova, CA  95670
(877) 393-2273

VSP logo 2012.jpg

Smarter Vision Care™ from VSP® helps keep your employees healthy and productive, which leads to significant healthcare savings. Your employees win, too, with the industry’s lowest out-of-pocket costs on eyewear they’ll love. No wonder VSP has the highest member satisfaction. As the only not-for-profit vision care company VSP is a partner you can trust, always improving with your best interest at heart. Visit our website and see vision from a new perspective.

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Wells Fargo Insurance

Wells Fargo Insurance Services USA, Inc.
10940 White Rock Road, 2nd Floor
Rancho Cordova, CA  95670
(916) 589-8000

Wells Fargo Insurance is the fifth largest insurance brokerage firm in the world, according to Business Insurance magazine. We provide insurance brokerage services, as well as a wide range of financial and consulting services.

With Wells Fargo Insurance, you get the experience of a large broker with the personal attention and service of a local broker. We offer a remarkable selection of products and services combined with exceptional knowledge in a variety of industries; including property, casualty, employee benefits, international, personal lines, and life products, to provide coverage that satisfy your needs today and in the future.

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Sponsorship Helps You Be Seen!

2013 Sponsorship Opportunity Brochure/Reservation form

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 for complete details.