For 25+ years, I’ve been helping organizations navigate the complexities of highly regulated industries. I provide leadership, expertise, and advice on all aspects of ERISA and employee benefits plans—managing risk, structuring deals, overseeing compliance, and protecting the interests of plan participants and beneficiaries. Throughout my career, I’ve provided insight and direction for companies from startups to major organizations. They include Transamerica, McDermott Will & Emery, and the largest defined contribution plan in the country: the Federal Retirement Thrift Investment Board. I’ve excelled in diverse roles such as Chief Compliance Officer (a fiduciary role), inside and outside counsel, and trusted consultant. I hold a JD from Albany Law School. Highlights include: • Subject matter expert and sought-after resource on employee benefit and retirement plan strategy (including benefit plan design), ERISA compliance, fiduciary liability, tax code, and compliance issues. • Skilled in aligning employee benefit plans with changes in the legal and regulatory landscape—such as modifications to fee disclosure and fiduciary rules. • Highly proficient in structuring and negotiating complex contracts and agreements. • Leader and advisor on legal and regulatory developments, new investment products, marketing, and communications. • Successful experience representing clients before the IRS, Department of Labor, and Pension Benefit Guaranty Corporation. A few more details: – Forward-thinking leader, knowledgeable advisor, and trusted mentor. – Clear, forthright communicator—able to foster connections with people at every level. – Business-minded in setting strategic direction and achieving organizational goals. – Roll-up-your-sleeves approach to analyzing situations and solving tough problems. In addition, I bring a people-centric approach to everything I do. I collaborate with executives, industry professionals, and cross-functional teams to tackle projects and overcome obstacles. I’m also an engaging public speaker who has delivered hundreds of presentations on a wide variety of topics.