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2016 Silver Sponsors

Aegis Risk LLC | Arch Insurance Group | Benefit Advocates, Inc. | Bolton & Company |
Bolton Partners | ConnectYourCare | Jackson Lewis P.C.



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 consultant and broker focused on medical stop loss, health reinsurance and related risk management strategies. We seek solutions for large employer benefit plans and other risk-bearing health entities. We partner directly with employers and providers, as well as other brokers and consultants.

Our Value:
Our in-depth knowledge of catastrophic medical claimants and their coverage solutions exceeds that of most benefits advisors – who only cover it occasionally. We obtain the greatest value in protection from this unique risk, while your primary broker or consultant remains focused on the rest.

Our Services:
Core services include stop loss plan design, as well as carrier marketing and selection. Our expertise and relationships provide highly competitive renewal quotes, including top-rated carrier options not available to other benefits consultants and brokers.

Upon placement of stop loss, we provide ongoing claims monitoring and reimbursement filing - providing peace of mind in using a carrier external to your claims administrator or health plan.
For larger organizations with multiple divisions and/or profit centers, we can structure an internal risk pool paired with a higher, less costly stop loss deductible - further lowering your total expense.

Our historical perspective as health care benefit consultants uniquely prepares us as relevant advisors to ACO’s and other emerging risk-bearing entities as they consider the potential shift of catastrophic claimants to their liability.

Learn More:
Contact us today to discuss our approach, including a complimentary, no-commitment review of your coverage. We partner with employers as well as other brokers and consultants.

Arch Insurance Group 
Brian Rockwell Haas, CEBS
VP, Accident & Special Risk Underwriting
Arch Insurance Group
300 Plaza Three Fl 3
Jersey City, NJ 07311
(201) 743-4553
The North American underwriting companies of Arch Insurance Group, a division of Arch Capital Group Ltd., provide a wide range of Property, Casualty and Specialty insurance for corporations, professional firms and financial institutions across the United States and Canada. Our professionals bring discipline, expertise and skillful claims management to bear in areas ranging from Corporate Directors and Officers insurance to Healthcare, and from Excess Casualty to large, industry-focused insurance programs.
The Arch team consists of the insurance industry's most experienced underwriting talent. Our underwriting philosophy emphasizes prudent risk selection, consistent underwriting and proper pricing and structure of every risk. We believe that claims handling is an important measure of an insurance company's worth, so we draw on the best internal and external resources available to handle every claim as expeditiously and satisfactorily as possible.
Arch Insurance Group's Accident & Health Division provides comprehensive Accident, Disability and Health solutions for employer groups of all sizes, including Fortune 500 companies, multi-national corporations, mid-size employers and small businesses. In addition, Arch offers Accident programs for schools and members of groups or associations participating in sponsored activities. Our product innovation, underwriting expertise, and superior customer service give Arch the unique ability to provide customized solutions for our clients.
We operate in the United States through the insurance companies of Arch Insurance Group, which include Arch Insurance Company, Arch Specialty Insurance Company and Arch Excess & Surplus Insurance Company and in Canada through a branch of Arch Insurance Company. These insurance companies all hold a financial strength rating of “A+” (Superior) from A.M. Best Company, “A+” (Strong) from Standard & Poor’s, “A1” (Strong) from Moody’s and “A+” (Strong) from Fitch Ratings.
For more information about our company, please visit

Benefit Advocates, Inc.

Mary Kesel, CEBS
Benefit Advocates, Inc.
514 South Stratford Road, Suite 301
Winston-Salem, NC  27103
(336) 721-2029
Fax: (336) 722-5494

Headquartered in Winston-Salem, NC and founded in 2001, Benefit Advocates provides the most cost-competitive health advocacy services to large and small businesses nationwide. Benefit Advocates prides itself on its core value of "real people, real answers." We are experienced healthcare and benefits professionals committed to helping employees and retirees navigate the health care "jungle."   

A live advocate answers every call ready to help!

Every hour spent on benefit problems is an hour human resources professionals could better spend on strategic initiatives. Whether it's driving employees to  lower-cost generic drugs, resolving complex claim problems or negotiating out-of-pocket costs on an employee's behalf Benefit Advocates is a one-stop benefits support solution just a phone call away.  (800) 344-5677


John Garner, CEBS, CLU, CMC, GBA, RPA
Chief Compliance Officer
Bolton & Company
3475 East Foothill Boulevard, Suite 100
Pasadena, CA 91107
(626) 535-1446
Fax: (626) 585-5811

Founded in 1931, Bolton & Company takes pride in remaining one of the few independent and full-service insurance brokerages, dedicated to exemplary service on a personal level. Whether our clients desire employee benefits,  compliance, business insurance, personal insurance, surety bonds, estate planning, risk management services, or even human resources consulting, we have the resources and expertise to deliver Broader perspective. Business solutions.

Our membership and active involvement in local, national and international business organizations, as well as our individual commitment to industry designations and continuing education, exemplifies our dedication to serving our clients' needs in the most professional manner possible.



Rosanne G. Calzetta, CEBS
Senior Health and Welfare Consultant
Bolton Partners
100 Light Street, 9th Floor
Baltimore, MD  21202
(443) 573-3916

Bolton Partners is an employee benefits consulting firm that specializes in actuarial pension consulting and health and welfare consulting for corporate, public sector, and multi-employer organizations. Our sister company, Bolton Partners Investment Consulting Group, provides investment consulting services and benchmarking for both defined contribution and defined benefit plans. The firm was founded in 1981 by Robert Bolton and now has over 100 employees with locations in Baltimore, MD, Washington, D.C., Boca Raton, FL, Philadelphia, PA, Denver, CO and Atlanta, GA. Bolton Partners has a national client base, and our sole focus is to provide the best service for our clients.



Nancy Dudman-Cavalier
Vice President
Connect Your Care
307 International Circle, Suite 200
Hunt Valley, MD  21030
Phone:  (301) 440-8865

ConnectYourCare is one of the largest and the most responsive providers of uniquely featured Health Savings Accounts (HSAs), Health Reimbursement Arrangements (HRAs), Flexible Spending Accounts (FSAs) and retirement health benefit account administration. The plans we offer are fundamentally different—providing feature like flexible funding/financing options and better strategies for driving adoption and guiding usage.

Our approach to consumer directed care is rooted in creating better, more efficient connections among: the people who provide benefits (employers, health plans, financial institutions), the people accessing healthcare services (employees/members), and the people who deliver healthcare services (doctors, nurses, technicians, and other providers).

Delivering savings/ROI and efficiencies at every turn; giving individuals tools they can use to make better-informed choices, including our renowned service representatives; simplifying the entire process with brilliant customer-focused solutions—and continually developing new features and options—these are the core competencies that have allowed us to grow a loyal and highly satisfied client base of blue-chip organizations of every size across the country.

We believe there is a unique solution for every company.
And we don’t stop working until we connect you with the perfect one—a solution that simplifies administration, delivers significant ROI, and leaves employees feeling positive about their future.

How can we help ConnectYourCare?


Joy M. Napier-Joyce
Office Managing Principal & Employee Benefits Practice Group Leader
Jackson Lewis P. C.
2800 Quarry Lake Drive, Suite 200
Baltimore, MD 21209
(410) 415-2000
Fax: (410) 415-2001

Jackson Lewis’ Employee Benefits Practice Group handles a full spectrum of benefit law matters for a diverse mix of business clients on a nationwide basis. In keeping with the firm’s overall philosophy, we approach even the most technical and complex benefit law questions with an eye toward preventive strategies—minimizing the likelihood of liabilities associated with benefit claims, litigation and enforcement matters—and practical solutions.

We provide comprehensive legal advice, counseling and representation to plan sponsors, plan fiduciaries and benefit plans relating to:
•    Employee benefits issues arising in the design, administration, and operation of all benefit and compensation arrangements, including compliance with ERISA and the Internal Revenue Code; and
•    The defense of benefit, fiduciary and other claims relating to plan administration, and compliance with the terms of the plan and all applicable laws.

Some of the specific services we offer include:
•    Providing representation for a wide range of private, public and not-for-profit employers in virtually all aspects of tax-qualified defined contribution plans and defined benefit pension plans (including cash balance and other hybrid pension plan formulas);
•    Advising clients regarding all types of executive compensation arrangements;
•    Defending employers, plan sponsors, corporate officers and directors and employee benefit plans in examinations, summons proceedings, and adversary proceedings and appeals initiated under internal agency procedures by federal or state agencies and courts of specialized jurisdiction;
•    Counseling on the employee benefits issues arising in corporate transactions and workforce reorganizations, as well as the range of issues involved in multiemployer pension and welfare plan liabilities;
•    Advising shareholders, public and private/family-held corporations, bank holding corporations, institutional and individual trustees, officers, directors, and other parties and investors (i.e., private equity groups) on designing, implementing and using ESOPs in various types of transactions, including mergers and acquisitions, estate and succession planning, hostile takeover bids, tender offers, shareholder liquidity/Section 1042 of the Internal Revenue Code tax-deferred transactions, stock re-purchases by issuers, redemptions and recapitalizations, management and leveraged buyouts, and the use of ESOPs as an acquisition strategy.

In addition, our experienced benefits litigators represent employers, plans, insurers, plan administrators, institutional and individual trustees, officers and directors, selling shareholders and third-party administrators in ERISA and related benefits litigation in virtually all 50 states. This litigation involves both mainstream ERISA litigation as well as complex benefits litigation and class actions.

The Benefits Group also works closely with the firm's Privacy, e-Communication and Data Security Practice Group on compliance with the HIPAA/HITECH Privacy and Security regulations with regard to group health plans and health care providers, as well as with our Disability, Leave and Health Management Practice Group with respect to benefits-related considerations for Wellness Programs in the workplace.