Experts List

Actuarial Issues
Subject Expert Office Contact
Asset Liability ModelingDan WesterheideBostondwesterheide@segalrc.com
617-244-6747 Ext. 3
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 SecurityHoward FluhrNew Yorkhfluhr@segalco.com
212-251-5013
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Benefit Plan Assets
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Benefit & HR Communications
Subject Expert Office Contact Info
 Joanne T. BurnsNew Yorkjburns@segalco.com
212-251-5264
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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
Solvency FundingPhilippe RivardTorontoprivard@segalco.com
403-692-2264
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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@segalsi.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 ReformKathryn BakichWashington, DCkbakich@segalco.com
202-833-6494
Health Care ReformJoanne HusteadWashington, DCjhustead@segalco.com
202-833-6451
Health Care Trends and ToolsEileen FlickNew Yorkeflick@segalco.com
212-251-5120
Health EconomicsEdward KaplanNew Yorkekaplan@segalco.com
212-251-5212
Health Plan Design and Financing
Cost Management Dental Plans
Vincent GrazianoBostonvgraziano@segalco.com
617-424-7378
Health Plan Design and Financing
On-Site Medical Clinics
Dr. Sadhna ParalkarNew Yorksparalkar@segalco.com
Health Plan Design and Financing
Pharmacy Benefits Management and Rx Issues
Ritu Malhotra, Pharm. D.
Chicagormalhotra@segalco.com
312-456-7919
George BognarWashington, D.C.gbognar@segalco.com
202-833-6487
Daljit JohlSan Franciscodjohl@segalco.com
415-263-8258
Health Plan Design and Financing
Underwriting
Ed KaplanNew Yorkekaplan@segalco.com
212-251-5212
Health Plan Design and Financing
Underwriting
Dean HatfieldNew Yorkdhatfield@segalco.com
212-251-5409
Health Plan Design and Financing
Underwriting
Gary PetersenPhoenixgpetersen@segalco.com
602-381-4024
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 MalhotraChicagormalhotra@segalco.com
312-456-7919
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 BenefitsLawrence SingerNew Yorklsinger@segalco.com
212-251-5095
Voluntary BenefitsHoward GoldsmithNew Yorkhgoldsmith@segalco.com
212-251-5258
Women's Health IssuesDr. Sadhna ParalkarNew Yorksparalkar@segalco.com
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Health Care Reform
Subject Expert Office Contact Info
 Edward KaplanNew Yorkekaplan@segalco.com
212-251-5212
ComplianceKathryn BakichWashington, DCkbakich@segalco.com
202-833-6494
ComplianceJoanne HusteadWashington, DCjhustead@segalco.com
202-833-6451
Corporate PlansChristopher CalvertNew Yorkccalvert@sibson.com
212-251-5310
Multiemployer PlansAndrew ShermanBostonasherman@segalco.com
617-424-7337
Public Sector PlansRick JohnsonWashington, DCrjohnson@segalco.com
202-833-6470
Retire Health IssuesStuart WohlWashington, DCswohl@segalco.com
202-833-6431
Retire Health IssuesMary KirbyNew Yorkmkirby@sibson.com
212-251-5489
Rx IssuesRitu Malhotra, Pharm. D.
Chicagormalhotra@segalco.com
312-456-7919
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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 ManagementMichael O’MalleyNew Yorkmomalley@sibson.com
212-251-5444
DC Retirement PlansFrank Picarelli
Segal Rogerscasey
New Yorkfpicarelli@segalrc.com
212-251-5452
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
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Human Capital Consulting
Subject Expert Office Contact Info
Executive CompensationMyrna HellermanChicagomhellerman@sibson.com
312-456-7914
Executive CompensationDavid InslerLos Angelesdinsler@sibson.com
310-231-1743
Leadership Effectiveness & Strategy ExecutionJim KochanskiRaleighjkochanski@sibson.com
919-233-6656
Leadership Effectiveness & Strategy ExecutionMichael O’MalleyNew Yorkmomally@sibson.com
212-251-5444
Organization EffectivenessJim KochanskiRaleighjkochanski@sibson.com
919-233-6656
Professional Services FirmsJim KochanskiRaleighjkochanski@sibson.com
919-233-6656
Rewards of WorkDavid InslerLos Angelesdinsler@sibson.com
310-231-1743
Sales Force 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
Investment Soultions
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Legislation, Regulations and Compliance
Subject Expert Office Contact Info
DC Retirement PlansJohn Kent GrahamPrincetonjgraham@sibson.com
609-520-2714
Health PlansKathryn BakichWashington, DCkbakich@segalco.com
202-833-6494
Health PlansJoanne HusteadWashington, DCjhustead@segalco.com
202-833-6451
Retirement PlansSerena SimonsWashington, DCssimons@segalco.com
202-833-6472
Retirement PlansStuart SirkinWashington, DCssirkin@segalco.com
202-833-6433
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Multiemployer/Taft-Hartley
Subject Expert Office Contact Info
 David BlumensteinWashington, D.C.dblumenstein@segalco.com
202-833-6459
Asset Liability ModelingDan WesterheideBostondwesterheide@segalrc.com
617-244-6747 Ext. 3
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 DeFrehnPrincetonrdefrehn@sibson.com
609-482-2362
DC Plan AssessmentRichard DeFrehnPrincetonrdefrehn@sibson.com
609-482-2362
Defined Contribution Plan OperationsAnn GineoHartfordagineo@sibson.com
860-678-3034
LDIStewart LawrenceNew Yorkslawrence@segalco.com
212-251-5315
LDIRon OlsenTorontorolsen@sibson.com
416-969-3972
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
GASB Funding IssuesPaul AngeloSan Franciscopangelo@segalco.com
415-263-8273
Health Plan IssuesRick JohnsonWashington, DCrjohnson@segalco.com
202-833-6470
Health Plan IssuesJohn CoylePhoenixjcoyle@segalco.com
602-381-4019
Health Plan IssuesKenneth VieiraAltantakvieira@segalco.com
678-306-3154
Investment IssuesLawrence MarinoSegal Rogerscasey
Boston
lmarino@segalrc.com
617-424-7340
Market Value of Liabilities (MVL)Paul AngeloSan Franciscopangelo@segalco.com
415-263-8273
Medicare IssuesKenneth VieiraAtlantakvieira@segalco.com
678-306-3154
Medicare IssuesRichard WardAtlantarward@segalco.com
678-306-3153
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 DesignKim NichollChicagoknicholl@segalco.com
312-984-8527
Pension Plan DesignHoward RogNew Yorkhrog@segalco.com
212-251-5429
Pension Plan DesignPaul AngeloSan Franciscopangelo@segalco.com
415-263-8273
Retirement Plan ComplianceMelanie WalkerDenvermwalker@segalco.com
303-714-9942
Retiree Health - GASBEric FredenAtlantaefreden@segalco.com
678-306-3121
Retirement Issues/Strategic PlanningCathie EitelbergWashington, DCceitelberg@segalco.com
202-833-6437
Retirement Issues/Strategic PlanningKim NichollChicagoknicholl@segalco.com
312-984-8527
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Other/If Experts Cannot Be Reached
Subject Expert Office Contact Info
 Mary FeldmanNew Yorkmfeldman@segalco.com
212-251-5029
 Chelsea NantzNew Yorkcnantz@segalco.com
212-251-5267
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