Events from August 24 – September 26

Name: CCOE Webinar | The parity rules for mental health and substance use disorder benefits
Start: 2023-10-19T14:00:00-05:00
End: 2023-10-19T15:00:00-05:00

This document is not intended to be taken as advice regarding any individual situation and should not be relied upon as such. Marsh & McLennan Agency LLC shall have no obligation to update this publication and shall have no liability to you or any other party arising out of this publication or any matter contained herein. Any statements concerning actuarial, tax, accounting or legal matters are based solely on our experience as consultants and are not to be relied upon as actuarial, accounting, tax or legal advice, for which you should consult your own professional advisors. Any modeling analytics or projections are subject to inherent uncertainty and the analysis could be materially affected if any underlying assumptions, conditions, information or factors are inaccurate or incomplete or should change. d/b/a in California as Marsh & McLennan Insurance Agency LLC; CA Insurance Lic: 0H18131

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Jim came to Marsh McLennan Agency as part of the 2019 Centurion Group LLC acquisition where he spent 15 years providing asset management and financial planning services to individual and institutional clients. Jim is passionate about continuing his retirement services with Marsh McLennan Agency, saying, “We have the ability to be successful and fulfill a social purpose. Our work impacts generations of families.”

Throughout his professional experience, Jim has received many awards including, 401 Top Retirement Advisors, 2017 DC Industry Leaders, 2017 Top 100 Retirement Plan Advisers, 2017 Top Defined Contributors (DC) Advisor Teams, and Spark Advisor Award in Plan Design and Administration Innovation.

Rob brings his more than 25 years of experience in development and deployment of high-volume state-of-the-art applications to Marsh McLennan Agency clients as the Practice Leader for our Technology Consulting & Administration Practice (TCAS). In this role, he oversees all facets of the division’s operations, management, and services from technology consulting, to outsourced benefits administration solutions, to COBRA, ACA, and Spending Account solutions for clients of all sizes.

Rob is focused on helping clients to assess their technology needs and develop strategies to implement the solutions that are the right fit for their culture, budget, and business objectives.

As the Practice Leader of Voluntary Benefits for Marsh McLennan Agency, Krystie is responsible for overall strategic planning, regional and national carrier partnerships, resource development, and product initiatives. She serves as the lead subject matter expert for Marsh McLennan Agency, advising clients and colleagues voluntary benefits products, marketplace trends, and emerging technologies.

Krystie joined Marsh McLennan Agency in 2021, focused on developing new voluntary benefits strategies and bringing new products to employers to help them enhance the value of their benefits programs. Krystie is a member of the Advisory Board for the Voluntary Benefits Association.

As the National Sales Leader, Pat develops new services and products to address emerging marketplace and client needs, while recruiting and coaching high performance producers and support talent to expand technical expertise and reach new sources of direct and cross sale revenue.

Pat has a wealth of experience in developing new markets and a commitment to growing and empowering employees and promoting diversity through mentorship, training, and active initiatives. In his role, Pat leads the sales and marketing organizations to develop and execute a growth strategy through new and existing segments and distribution channels.

Monica is a dynamic human resources (HR) professional, sharing her more than 15 years of strategic and tactical experience in benefits, recruitment, and HR management with Marsh McLennan Agency. Prior to her current position, Director of Human Resources, Monica spent 3 years working with Marsh McLennan Agency as an HR Generalist.

A business leader focused on the growth and development of our most important resource, our colleagues, Monica uses her deep skills in problem solving, system improvements, and business partnership to help Marsh McLennan Agency achieve its goals. Monica leads a team of more than five HR-dedicated colleagues comprising benefits management, recruiting, and learning and development. Monica completed her undergrad at Indiana University of Pennsylvania studying Business Administration, Marketing, and French.

John P. Whitehead joined Marsh McLennan Agency Group in 2018 as Chief Financial Officer charged with supporting the growth, profitability, and infrastructure of Marsh McLennan Agency. As a business partner to the Marsh McLennan Agency leadership team, John helps develop and execute the long-term strategy of organic growth, coupled with strategic acquisitions and operational initiatives to build upon the foundation of the organization.

John uses his more than 20 years of executive leadership experience to oversee the finance, contract, infrastructure, and operations teams. As a key member of the executive team, John oversees financial reporting and analysis, strategic planning, metrics, forecasting, and internal controls.

https://www.youtube.com/watch?v=2UihF7YkZYs

Gene has been with MMA Centurion since its founding in 2006. He began working in the financial services industry in 2000.

Gene has built and maintained strong partnerships with plan sponsor clients to assure the proper retirement plan solutions are in place. Services provided include plan vendor consulting, expense analysis, investment due diligence, fiduciary governance, developing prudent practices, and employee communication & education. Gene works diligently to assure his clients have the most competitive retirement package that stays up-to-date with best practices and changes in legislation.

Gene is a graduate of Villanova University. He is an Accredited Investment Fiduciary (AIF). He holds FINRA Series 7 and 66 licenses and is insurance licensed in Pennsylvania and New Jersey.

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