Jeff is a Senior Vice President, Senior Consultant and Administration and Technology Consulting Practice Leader, based in the Chicago office. In his role as Practice Leader, Jeff is responsible for helping the ATC practice provide a wide variety of services to public sector and multiemployer clients. These services help clients create operational efficiencies, improve member services, reduce administrative costs and compliance, and increase internal controls.
Jeff has nearly 30 years of experience in providing operational and technology consulting to retirement, benefits and health and welfare organizations. Over the course of his career, he has consulted to over 30 public pension and benefit plans at both the state and local levels, and as a result, he is highly knowledgeable in benefits administration process and technology best practices.
Jeff has guided organizations through major pension administration system implementations. Most engagements have included assessing an organization’s technology needs, followed by the selection, evaluation and implementation of benefits administration systems and supporting technology. Roles during implementation have included Project Manager, Project Oversight or Independent Verification and Validation, Risk Manager or Quality Assurance Director. He has worked from project initiation to project closure on numerous multi-year benefit system implementations, with five different benefit administration software providers.
He is experienced in assessing and analyzing situations and developing approaches – and delivering meaningful recommendations that are understandable and actionable by technical, operational and executive staff.
Before joining Segal, Jeff was the Managing Director of LRWL Inc. He had more than 17 years of experience with LRWL, participating in or leading projects that involved all LRWL service offerings to public benefit systems including project feasibility studies, project management and oversight for benefit administration systems, business process reengineering and organizational studies.
Before LRWL, Jeff worked at Calibre CPA (formerly Thomas Havey LLP) Management Consulting Services, supporting Taft-Hartley/multiemployer clients with their technology needs in retirement, health, welfare and benefits areas. He also was a certified implementer of multiple financial systems: Dynamics and Blackbaud accounting for non-profits.
Jeff earned a BS in Economics from Missouri State University and a MS in Technology Management – Project Management Program from the University of Maryland. He is a Project Management Professional (PMP) and is a member of the Southwest Missouri Chapter of the Project Management Institute.
Jeff's presentations include:
August 28, 2024
With constant signs of cyber risks increasing, organizations need to move quickly to protect the private information of millions of plan participants.
Topics covered: Insurance, Cybersecurity consulting, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, ATC, Cyber Advisor, Cybersecurity Awareness Month
May 7, 2024
Introducing a new pension administration solution (PAS) might take longer than you think. Get 5 tips for creating a realistic schedule.
Topics covered: ATC, Benefits Technology, Technology, Retirement, Benefits Administration, Public Sector
Jeff is a Senior Vice President, Senior Consultant and Administration and Technology Consulting Practice Leader, based in the Chicago office. In his role as Practice Leader, Jeff is responsible for helping the ATC practice provide a wide variety of services to public sector and multiemployer clients. These services help clients create operational efficiencies, improve member services, reduce administrative costs and compliance, and increase internal controls.
Jeff has nearly 30 years of experience in providing operational and technology consulting to retirement, benefits and health and welfare organizations. Over the course of his career, he has consulted to over 30 public pension and benefit plans at both the state and local levels, and as a result, he is highly knowledgeable in benefits administration process and technology best practices.
Jeff has guided organizations through major pension administration system implementations. Most engagements have included assessing an organization’s technology needs, followed by the selection, evaluation and implementation of benefits administration systems and supporting technology. Roles during implementation have included Project Manager, Project Oversight or Independent Verification and Validation, Risk Manager or Quality Assurance Director. He has worked from project initiation to project closure on numerous multi-year benefit system implementations, with five different benefit administration software providers.
He is experienced in assessing and analyzing situations and developing approaches – and delivering meaningful recommendations that are understandable and actionable by technical, operational and executive staff.
Before joining Segal, Jeff was the Managing Director of LRWL Inc. He had more than 17 years of experience with LRWL, participating in or leading projects that involved all LRWL service offerings to public benefit systems including project feasibility studies, project management and oversight for benefit administration systems, business process reengineering and organizational studies.
Before LRWL, Jeff worked at Calibre CPA (formerly Thomas Havey LLP) Management Consulting Services, supporting Taft-Hartley/multiemployer clients with their technology needs in retirement, health, welfare and benefits areas. He also was a certified implementer of multiple financial systems: Dynamics and Blackbaud accounting for non-profits.
Jeff earned a BS in Economics from Missouri State University and a MS in Technology Management – Project Management Program from the University of Maryland. He is a Project Management Professional (PMP) and is a member of the Southwest Missouri Chapter of the Project Management Institute.
Jeff's presentations include:
August 28, 2024
With constant signs of cyber risks increasing, organizations need to move quickly to protect the private information of millions of plan participants.
Topics covered: Insurance, Cybersecurity consulting, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, ATC, Cyber Advisor, Cybersecurity Awareness Month
May 7, 2024
Introducing a new pension administration solution (PAS) might take longer than you think. Get 5 tips for creating a realistic schedule.
Topics covered: ATC, Benefits Technology, Technology, Retirement, Benefits Administration, Public Sector
Jeff is a Senior Vice President, Senior Consultant and Administration and Technology Consulting Practice Leader, based in the Chicago office. In his role as Practice Leader, Jeff is responsible for helping the ATC practice provide a wide variety of services to public sector and multiemployer clients. These services help clients create operational efficiencies, improve member services, reduce administrative costs and compliance, and increase internal controls.
Jeff has nearly 30 years of experience in providing operational and technology consulting to retirement, benefits and health and welfare organizations. Over the course of his career, he has consulted to over 30 public pension and benefit plans at both the state and local levels, and as a result, he is highly knowledgeable in benefits administration process and technology best practices.
Jeff has guided organizations through major pension administration system implementations. Most engagements have included assessing an organization’s technology needs, followed by the selection, evaluation and implementation of benefits administration systems and supporting technology. Roles during implementation have included Project Manager, Project Oversight or Independent Verification and Validation, Risk Manager or Quality Assurance Director. He has worked from project initiation to project closure on numerous multi-year benefit system implementations, with five different benefit administration software providers.
He is experienced in assessing and analyzing situations and developing approaches – and delivering meaningful recommendations that are understandable and actionable by technical, operational and executive staff.
Before joining Segal, Jeff was the Managing Director of LRWL Inc. He had more than 17 years of experience with LRWL, participating in or leading projects that involved all LRWL service offerings to public benefit systems including project feasibility studies, project management and oversight for benefit administration systems, business process reengineering and organizational studies.
Before LRWL, Jeff worked at Calibre CPA (formerly Thomas Havey LLP) Management Consulting Services, supporting Taft-Hartley/multiemployer clients with their technology needs in retirement, health, welfare and benefits areas. He also was a certified implementer of multiple financial systems: Dynamics and Blackbaud accounting for non-profits.
Jeff earned a BS in Economics from Missouri State University and a MS in Technology Management – Project Management Program from the University of Maryland. He is a Project Management Professional (PMP) and is a member of the Southwest Missouri Chapter of the Project Management Institute.
Jeff's presentations include:
August 28, 2024
With constant signs of cyber risks increasing, organizations need to move quickly to protect the private information of millions of plan participants.
Topics covered: Insurance, Cybersecurity consulting, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, ATC, Cyber Advisor, Cybersecurity Awareness Month
May 7, 2024
Introducing a new pension administration solution (PAS) might take longer than you think. Get 5 tips for creating a realistic schedule.
Topics covered: ATC, Benefits Technology, Technology, Retirement, Benefits Administration, Public Sector
Jeff is a Senior Vice President, Senior Consultant and Administration and Technology Consulting Practice Leader, based in the Chicago office. In his role as Practice Leader, Jeff is responsible for helping the ATC practice provide a wide variety of services to public sector and multiemployer clients. These services help clients create operational efficiencies, improve member services, reduce administrative costs and compliance, and increase internal controls.
Jeff has nearly 30 years of experience in providing operational and technology consulting to retirement, benefits and health and welfare organizations. Over the course of his career, he has consulted to over 30 public pension and benefit plans at both the state and local levels, and as a result, he is highly knowledgeable in benefits administration process and technology best practices.
Jeff has guided organizations through major pension administration system implementations. Most engagements have included assessing an organization’s technology needs, followed by the selection, evaluation and implementation of benefits administration systems and supporting technology. Roles during implementation have included Project Manager, Project Oversight or Independent Verification and Validation, Risk Manager or Quality Assurance Director. He has worked from project initiation to project closure on numerous multi-year benefit system implementations, with five different benefit administration software providers.
He is experienced in assessing and analyzing situations and developing approaches – and delivering meaningful recommendations that are understandable and actionable by technical, operational and executive staff.
Before joining Segal, Jeff was the Managing Director of LRWL Inc. He had more than 17 years of experience with LRWL, participating in or leading projects that involved all LRWL service offerings to public benefit systems including project feasibility studies, project management and oversight for benefit administration systems, business process reengineering and organizational studies.
Before LRWL, Jeff worked at Calibre CPA (formerly Thomas Havey LLP) Management Consulting Services, supporting Taft-Hartley/multiemployer clients with their technology needs in retirement, health, welfare and benefits areas. He also was a certified implementer of multiple financial systems: Dynamics and Blackbaud accounting for non-profits.
Jeff earned a BS in Economics from Missouri State University and a MS in Technology Management – Project Management Program from the University of Maryland. He is a Project Management Professional (PMP) and is a member of the Southwest Missouri Chapter of the Project Management Institute.
Jeff's presentations include:
August 28, 2024
With constant signs of cyber risks increasing, organizations need to move quickly to protect the private information of millions of plan participants.
Topics covered: Insurance, Cybersecurity consulting, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, ATC, Cyber Advisor, Cybersecurity Awareness Month
May 7, 2024
Introducing a new pension administration solution (PAS) might take longer than you think. Get 5 tips for creating a realistic schedule.
Topics covered: ATC, Benefits Technology, Technology, Retirement, Benefits Administration, Public Sector
Jeff is a Senior Vice President, Senior Consultant and Administration and Technology Consulting Practice Leader, based in the Chicago office. In his role as Practice Leader, Jeff is responsible for helping the ATC practice provide a wide variety of services to public sector and multiemployer clients. These services help clients create operational efficiencies, improve member services, reduce administrative costs and compliance, and increase internal controls.
Jeff has nearly 30 years of experience in providing operational and technology consulting to retirement, benefits and health and welfare organizations. Over the course of his career, he has consulted to over 30 public pension and benefit plans at both the state and local levels, and as a result, he is highly knowledgeable in benefits administration process and technology best practices.
Jeff has guided organizations through major pension administration system implementations. Most engagements have included assessing an organization’s technology needs, followed by the selection, evaluation and implementation of benefits administration systems and supporting technology. Roles during implementation have included Project Manager, Project Oversight or Independent Verification and Validation, Risk Manager or Quality Assurance Director. He has worked from project initiation to project closure on numerous multi-year benefit system implementations, with five different benefit administration software providers.
He is experienced in assessing and analyzing situations and developing approaches – and delivering meaningful recommendations that are understandable and actionable by technical, operational and executive staff.
Before joining Segal, Jeff was the Managing Director of LRWL Inc. He had more than 17 years of experience with LRWL, participating in or leading projects that involved all LRWL service offerings to public benefit systems including project feasibility studies, project management and oversight for benefit administration systems, business process reengineering and organizational studies.
Before LRWL, Jeff worked at Calibre CPA (formerly Thomas Havey LLP) Management Consulting Services, supporting Taft-Hartley/multiemployer clients with their technology needs in retirement, health, welfare and benefits areas. He also was a certified implementer of multiple financial systems: Dynamics and Blackbaud accounting for non-profits.
Jeff earned a BS in Economics from Missouri State University and a MS in Technology Management – Project Management Program from the University of Maryland. He is a Project Management Professional (PMP) and is a member of the Southwest Missouri Chapter of the Project Management Institute.
Jeff's presentations include:
August 28, 2024
With constant signs of cyber risks increasing, organizations need to move quickly to protect the private information of millions of plan participants.
Topics covered: Insurance, Cybersecurity consulting, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, ATC, Cyber Advisor, Cybersecurity Awareness Month
May 7, 2024
Introducing a new pension administration solution (PAS) might take longer than you think. Get 5 tips for creating a realistic schedule.
Topics covered: ATC, Benefits Technology, Technology, Retirement, Benefits Administration, Public Sector
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