Experts List

Actuarial Issues
Subject Expert Office Contact
Asset Liability ModelingIrwin TepperBostonitepper@segalco.com
617-244-6747 Ext. 1
Group Pension Services Bankruptcy & BenefitsThomas D. LevyTorontotlevy@segalco.com
416-969-3968
Pension FundingStewart LawrenceNew Yorkslawrence@segalco.com
212-251-5315
Pension Plan Financing FAS '87 & FAS '88Howard RogNew Yorkhrog@segalco.com
212-251-5429
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Administration & Technology Consulting
Subject Expert Office Contact Info
 Stuart LernerNew Yorkslerner@segalco.com
212-251-5389
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Aging of the Workforce
Subject Expert Office Contact Info
Social SecurityJudith MazoWashington, D.C.jmazo@segalco.com
202-833-6455
Social SecurityHoward FluhrNew Yorkhfluhr@segalco.com
212-251-5013
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Benefit Plan Assets
Subject Expert Office Contact Info
 John DeMairo
Segal Advisors
New Yorkjdemairo@segaladvisors.com
212-251-5262
Asset Allocation FundsAmy Heyel
Segal Advisors
New Yorkaheyel@segaladvisors.com
212-251-5289
Asset Liability InvestingJohn DeMairo
Segal Advisors
New Yorkjdemairo@segaladvisors.com
212-251-5262
Defined Contribution Plans
Investment Performance
John DeMairo
Segal Advisors
New Yorkjdemairo@segaladvisors.com
212-251-5262
Defined Contribution Plans
Selecting & Evaluating Service Providers
Robert Liberto
Segal Advisors
New Yorkrliberto@segaladvisors.com
212-251-5324
Defined Contribution Plans
Selecting & Evaluating Service Providers
Frank Picarelli
Segal Advisors
New Yorkfpicarelli@segaladvisors.com
212-251-5452
Fixed Income InvestingGlenn Ezard
Segal Advisors
Los Angelesgezard@segaladvisors.com
818-956-6715
Hedge FundsJohn DeMairo
Segal Advisors
New Yorkjdemairo@segaladvisors.com
212-251-5262
Infrastructure InvestingGlenn Ezard
Segal Advisors
Los Angelesgezard@segaladvisors.com
310-231-1775
International InvestmentsGino Reina
Segal Advisors
New Yorkgreina@segaladvisors.com
212-251-5910
Investment Management & Asset AllocationJohn DeMairo
Segal Advisors
New Yorkjdemairo@segaladvisors.com
212-251-5262
Investment Management ResearchGino Reina
Segal Advisors
New Yorkgreina@segaladvisors.com
212-251-5910
Performance MeasurementLawrence Marino
Segal Advisors
Bostonlmarino@segaladvisors.com
617-424-7340
Performance MeasurementRichard Ranallo
Segal Advisors
Clevelandrranallo@segaladvisors.com
216-687-4439
Public Sector PlansLarry Marino
Segal Advisors
Bostonlmarino@segaladvisors.com
617-424-7340
Public Sector PlansBrett Hazen
Segal Advisors
Clevelandbhazen@segaladvisors.com
216-687-4411
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Benefit & HR Communications
Subject Expert Office Contact Info
 Nenette KressNew Yorknkress@segalco.com
212-251-5165
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Canadian Employee Benefit Issues
Subject Expert Office Contact Info
 Thomas LevyTorontotlevy@segalco.com
416-969-3968
Asset Liability ModelingPhilippe RivardCalgaryprivard@segalco.com
403-692-2264
Corporate Retirement Issues & OPEBRon OlsenTorontorolsen@sibson.com
416-969-3972
De-Risking Pension PlansRon OlsenTorontorolsen@sibson.com
416-969-3972
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Collective Bargaining
Subject Expert Office Contact Info
 Elliot SusselesWashington, DCesusseles@segalco.com
202-833-6436
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Domestic Partner & Same-Gender Marriage Benefits
Subject Expert Office Contact Info
 Andrew ShermanBostonasherman@segalco.com
617-424-7337
 Joanne Hustead
Washington, D.C.jhustead@segalco.com
202-833-6451
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Fiduciary Liability Insurance
Subject Expert Office Contact Info
 Brian SmithNew Yorkbsmith@segalco.com
212-251-5333
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The Future of Employee Benefits
Subject Expert Office Contact Info
Health Plan IssuesEdward KaplanNew Yorkekaplan@segalco.com
212-251-5212
Retirement Plan IssuesStewart LawrenceNew Yorkslawrence@segalco.com
212-251-5315
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Health Care Management
Subject Expert Office Contact Info
 Edward KaplanNew Yorkekaplan@segalco.com
212-251-5212
Actuarial Health Issues
Retiree Health Care Costs
Stuart WohlWashington, DCswohl@segalco.com
202-833-6431
Consumer Driven Health Care IssuesChristopher CalvertNew Yorkccalvert@sibson.com
212-251-5310
Disability Benefits & ManagementSteve CyboranChicagoscyboran@sibson.com
312-984-8558
Health Care Claims
Analysis
Edward KaplanNew Yorkekaplan@segalco.com
212-251-5212
Health Care Claims
Audits
MaryAnne WatsonPhoenixmwatson@segalco.com
602-381-4031
Health Care CoalitionsChris MathewsWashington, DCcmathews@segalco.com
202-833-6485
Health Care ComplianceKathryn BakichWashington, DCkbakich@segalco.com
202-833-6494
Health Care ComplianceJoanne HusteadWashington, DCjhustead@segalco.com
202-833-6451
Health Care ComplianceKaye PestainaWashington, DCkpestaina@segalco.com
202-833-6419
Health Care ReformKathryn BakichWashington, DCkbakich@segalco.com
202-833-6494
Health Care ReformKaye PestainaWashington, DCkpestaina@segalco.com
202-833-6419
Health Care Trends and ToolsEileen FlickNew Yorkeflick@segalco.com
212-251-5120
Health EconomicsEdward KaplanNew Yorkekaplan@segalco.com
212-251-5212
Health EconomicsJohn AsencioNew Yorkjasencio@sibson.com
212-251-5085
Health Plan Design and Financing
Underwriting
Ed KaplanNew Yorkekaplan@segalco.com
212-251-5212
Health Plan Design and Financing
Underwriting
Dean HatfieldNew Yorkdhatfield@sibson.com
212-251-5409
Health Plan Design and Financing
Underwriting
Gary PetersonPhoenixgpeterson@segalco.com
602-381-4024
Health Plan Design and Financing
Cost Management Dental Plans
Vincent GrazianoBostonvgraziano@segalco.com
617-424-7378
Health Plan Design and Financing
Pharmacy Benefits Management
Sean BrandleNew Yorksbrandle@segalco.com
212-251-5148
Health Plan Design and Financing
Pharmacy Benefits Management
Hannan AllenNew Yorkhallen@segalco.com
212-251-5934
Health Plan Design and Financing
Pharmacy Benefits Management
Vincent GrazianoBostonvgraziano@segalco.com
617-424-7378
Health Plan Design and Financing
Vision Care
Mitch BramstaedtChicagombramstaedt@segalco.com
312-984-8652
Health Plan Design and Financing
Vision Care
Vincent GrazianoBostonvgraziano@segalco.com
617-424-7378
Health Plan Design and Financing
Wellness Programs
Chris MathewsWashington, D.C.cmathews@segalco.com
202-833-6485
Health Plan Design and Financing
Wellness Programs
Nancy HakesPhoenixnhakes@segalco.com
602-381-4025
Healthy EnterpriseSteve CyboranChicagoscyboran@sibson.com
312-984-8558
Long-Term CareLawrence M. SingerNew Yorklsinger@segalco.com
212-251-5095
Medicare IssuesStuart WohlWashington, DCswohl@segalco.com
202-833-6431
Pharmacy Benefits and Specialty PharmacyRitu MalhotraNew Yorkrmalhotra@segalco.com
212-251-5990
Retiree HealthStuart WohlWashington, DCswohl@segalco.com
202-833-6431
Retiree Health VEBAsStuart WohlWashington, DCswohl@segalco.com
202-833-6431
Retiree Health VEBAsKathryn BakichWashington, DCkbakich@segalco.com
202-833-6494
Total Health ManagementChris MathewsWashington, DCcmathews@segalco.com
202-833-6485
Voluntary BenefitsLarry SingerNew Yorklsinger@segalco.com
212-251-5095
Voluntary BenefitsHoward GoldsmithNew Yorkhgoldsmith@segalco.com
212-251-5258
Women's Health IssuesSadhna ParalkarNew Yorksparalkar@segalco.com
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Higher Education
Subject Expert Office Contact Info
 Kelly JonesClevelandkjones@sibson.com
216-687-4434
Active & Retiree HealthNorm JacobsonNew Yorknjacobson@sibson.com
212-251-5250
Compensation & Performance ManagementKaren HutchesonNew Yorkkhutcheson@sibson.com
617-424-7346
Healthy CampusSteve CyboranChicagoscyboran@sibson.com
312-984-8558
HR & Benefits IssuesKelly JonesClevelandkjones@sibson.com
216-687-4434
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Hospitals
Subject Expert Office Contact Info
HR & Benefits IssuesGlenn AlonzoHartfordgalonzo@sibson.com
860-678-3013
HR & Benefits IssuesChristopher CalvertNew Yorkccalvert@sibson.com
212-251-5310
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Human Capital Consulting
Subject Expert Office Contact Info
Executive CompensationMyrna HellermanChicagomhellerman@sibson.com
312-456-7914
Executive CompensationRick SmithNew Yorkrsmith@sibson.com
212-251-5444
Executive CompensationDavid InslerLos Angelesdinsler@sibson.com
310-231-1743
Human Capital Consulting
in Asia
Mike NormanLos Angelesmnorman@sibson.com
310-231-1754
Leadership Effectiveness & Strategy ExecutionJim KochanskiRaleighjkochanski@sibson.com
919-233-6656
Organization EffectivenessJim KochanskiRaleighjkochanski@sibson.com
919-233-6656
Professional Services FirmsJim KochanskiRaleighjkochanski@sibson.com
919-233-6656
Rewards of WorkJim KochanskiRaleighjkochanski@sibson.com
919-233-6656
Rewards of WorkAaron SorensenChicagoasorensen@sibson.com
312-456-8325
Sales & Marketing EffectivenessJoe DiMisaAtlantajdimisa@sibson.com
678-306-3111
Strategic Workforce Planning
& Talent Management
Mike NormanLos Angelesmnorman@sibson.com
310-231-1754
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International Benefits
Subject Expert Office Contact Info
 Stewart LawrenceNew Yorkslawrence@segalco.com
212-251-5315
 Richard PolakIBIS Advisorsrpolak@ibisadvisors.com
323-954-7000
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Legislation, Regulations and Compliance
Subject Expert Office Contact Info
 Judith MazoWashington, DCjmazo@segalco.com
202-833-6455
Health PlansKathryn BakichWashington, DCkbakich@segalco.com
202-833-6494
Health PlansKaye PestainaWashington, DCkpestaina@segalco.com
202-833-6419
Health PlansJoanne HusteadWashington, DCjhustead@segalco.com
202-833-6451
Retirement PlansSerena SimonsWashington, DCssimons@segalco.com
202-833-6472
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Multiemployer/Taft-Hartley
Subject Expert Office Contact Info
 David BlumensteinWashington, D.C.dblumenstein@segalco.com
202-833-6459
Asset Liability ModelingIrwin TepperBostonitepper@segalco.com
617-244-6747 Ext. 1
Health PlansAndrew ShermanBostonasherman@segalco.com
617-424-7337
PPA '06Phillip RomelloWashington, D.C.promello@segalco.com
202-833-6441
PPA '06Eli GreenblumWashington, D.C.egreenblum@segalco.com
202-833-6480
RetirementPhillip RomelloWashington, D.C.promello@segalco.com
202-833-6441
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Pension & other Retirement Plan Issues
Subject Expert Office Contact Info
 Stewart LawrenceNew Yorkslawrence@segalco.com
212-251-5315
Corporate Plan AdministrationRichard DeFrehnNew Yorkrdefrehn@sibson.com
212-251-5189
DC Plan AssessmentRichard DeFrehnNew Yorkrdefrehn@sibson.com
212-251-5189
Defined Contribution Plan OperationsAnn GineoHartfordagineo@sibson.com
860-678-3034
Merger and Acquisition IssuesJoel RichNew Yorkjrich@sibson.com
212-251-5261
Multiemployer Retirement Plan IssuesPhillip RomelloWashington, D.C.promello@segalco.com
202-833-6441
PPA '06Joel RichNew Yorkjrich@sibson.com
212-251-5261
PPA '06Andre LatiaChicagoalatia@sibson.com
312-984-8519
PPA '06Phillip RomelloWashington, D.C.promello@segalco.com
202-833-6441
Retirement Plan Design and FundingStewart LawrenceNew Yorkslawrence@segalco.com
212-251-5315
Retirement Plan Design and FundingSteve RabinowitzNew Yorksrabinowitz@segalco.com
212-879-6971
Retirement Plan Design and FundingJoel RichNew Yorkjrich@sibson.com
212-251-5261
Retirement Plan Design and FundingRobert McAreeNew Yorkrmcaree@sibson.com
212-251-5368
Retirement Plans for Law and Other Professional Service FirmsJim ClarkNew Yorkjclark@sibson.com
212-251-5175
Social SecurityHoward FluhrNew Yorkhfluhr@segalco.com
212-251-5013
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Public Employer Plans
Subject Expert Office Contact Info
 Cathie EitelbergWashington, DCceitelberg@segalco.com
202-833-6437
Compensation StudiesElliot SusselesWashington, D.C.esusseles@segalco.com
202-833-6436
DROP PlansRocky JoynerAtlantarjoyner@segalco.com
678-306-3119
GASB OPEBCathie EitelbergWashington, DCceitelberg@segalco.com
202-833-6437
GASB OPEBRick JohnsonWashington, DCrjohnson@segalco.com
202-833-6470
Health Plan IssuesRick JohnsonWashington, DCrjohnson@segalco.com
202-833-6470
Health Plan IssuesJohn CoylePhoenixjcoyle@segalco.com
602-381-4019
Investment IssuesLawrence MarinoSegal Advisors
Boston
lmarino@segaladvisors.com
617-424-7340
Investment IssuesBrett HazenSegal Advisors
Cleveland
bhazen@segaladvisors.com
216-687-4411
Market Value of Liabilities (MVL)Paul AngeloSan Franciscopangelo@segalco.com
415-263-8273
Medicare Part D (and Communications)Kathryn BakichWashington, DCkbakich@segalco.com
202-833-6494
Medicare Part D (and Communications)Marge KrayChicagomkray@segalco.com
312-984-8545
Pension Plan DesignHoward RogNew Yorkhrog@segalco.com
212-251-5429
Pension Plan DesignPaul AngeloSan Franciscopangelo@segalco.com
415-263-8273
Retirement ComplianceMelanie WalkerDenvermwalker@segalco.com
303-714-9942
Retiree Health - GASBEric FredenAtlantaefreden@segalco.com
678-306-3121
Retiree Health - GASB RetirementHoward RogNew Yorkhrog@segalco.com
212-251-542
Retirement Issues/Strategic PlanningCathie EitelbergWashington, DCceitelberg@segalco.com
202-833-6437
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Other/If Experts Cannot Be Reached
Subject Expert Office Contact Info
 Mary FeldmanNew Yorkmfeldman@segalco.com
212-251-5029
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