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Jason Sheffield is BRPs National Director of Compliance for the Baldwin Regulatory Compliance Collaborative. He oversees the ongoing evolution of our firm's national compliance operations. Jason develops, designs and implements educational programming and compliance assuredness services by creating timely and relevant solutions designed for the benefit of our clients and colleagues, our industry partners, and the general benefits community. Jason has practiced employee benefits law and consulting for nearly two decades, representing individual, corporate, and tribal interests at the local, state, and federal levels. He has advised clients and provided representative services before administrative agencies such as the DOL, the IRS, CMS, OCR, several state-level treasury authorities, and others. He has experience with both qualified and non-qualified retirement plans, executive compensation matters, and extensive experience respecting health and welfare plan matters. Jason received his undergraduate degree from Georgia State University (magna cum laude) and his Juris Doctor from Western New England College School of Law. He is admitted to the State Bar of Georgia.

Jeff Tulloch is vice president of MetLife’s PlanSmart®, Workplace Benefits, and Business Advantage organization.  

In this role he is responsible for overseeing PlanSmart, MetLife’s financial education platform which provides education and assistance to meet the diverse financial needs of employees.  More than 170 of the Fortune 500 companies currently rely on PlanSmart to support their financial wellness efforts.

 Jeff is passionate about helping employees improve their financial wellness through education and is committed to empowering them to take action to achieve their financial goals.  He speaks at various seminars on the topic and also works with MetLife leaders globally to bring financial education to international employees of companies located in countries such as India, Japan, and Mexico. 

In addition to PlanSmart, Jeff oversees MetLife’s Business Advantage organization, leading a cross-channel initiative that provides coordinated resources and support to help MetLife firms succeed in the small business owner market. 

Through the Workplace Benefits arm of his organization, Jeff manages a team that provides voluntary benefits to companies. 

Jeff has served in a number of roles with MetLife since joining the company in 1996.  Prior to his current role, he had responsibility for MetLife’s Strategic Alliance group, focused on establishing and managing distribution relationships with associations, affinity groups, and a variety of other distribution organizations. 

Jeff and his wife, Karen, live in Ridgefield, CT, and have two college-aged sons.  When he’s not promoting financial wellness, you can find Jeff on a ski slope, racing slalom, giant slalom, and super-G in the United States Masters division.

Jay has more than 30 years of experience as a tax attorney specializing in employee benefits.  Prior to joining World, Jay was a Sr. VP and Senior ERISA Attorney with Lockton was previously the national practice leader for the legal and research team at WT.W

Jay served as a Peace Corps volunteer and business consultant from 1979 to 1982. 

He has an LL.M.  in taxation from New York University School of Law, J.D. with distinction from the University of Arizona College of Law and a BSBA from Washington University in St. Louis.  Jay is the former Chair of the American Benefits Council, an adjunct professor of employee benefits in the LL.M. program at Washington University School of Law.

Glenn Sherman is Vice President of Retirement Plans for ICMA-RC. His responsibilities include management of ICMA-RC’s 457, 401, Retiree Health, and IRA programs. Mr. Sherman is responsible for ongoing development and enhancement of these programs in response to competitive, market and legislative and regulatory changes, as well as development and introduction of new programs in support of ICMA-RC’s mission. Mr. Sherman oversaw the development and introduction of ICMA-RC’s guaranteed lifetime income solution.

Mr. Sherman has nearly 25 years of financial services product development experience. Prior to joining ICMA-RC in 2004, Mr. Sherman was President at Retirement Plan Services, LLC, a regional third-party administrator. Prior to Retirement Plan Services, LLC, Mr. Sherman was Vice President, Employee Benefits Product Manager, SunTrust Bank. Mr. Sherman earned a BS in economics from George Mason University and an MBA from Virginia Commonwealth University.
 

Bob Livingston has more than 25 years of experience with Procter & Gamble, and is currently the Vice President of Human Resources – Global Operations. He has worked through five significant mergers – most recently the merger of Wella into Procter & Gamble. He has a B.Sc. in Mechanical Engineering and an MBA with a specialization in Human Resources Management.

Anne Pachciarek helps companies establish and operate their employee benefit plans, such as medical plans, 401(k) plans, pension plans and executive compensation programs.

With more than 20 years of experience, Anne works with public companies and closely held businesses to find solutions to a wide range of ERISA compliance, fiduciary responsibility and plan administration problems. She advises on welfare plans, pension and profit sharing plans, cafeteria plans and deferred compensation programs, as well as on the handling of benefit plans in mergers and acquisitions.

Anne has been a member of the Hiring Committee and the Chair of the summer program for the Chicago office.

Advocate Health Care is based in Chicago.  With 12 acute care hospitals and a children’s hospital, it is the largest private sector employer in Illinois, having 35,000 employees and annual net revenues of $5 billion.  Advocate has been recognized as one of the Top 5 Employers in the State of Illinois and is considered the premier health care provider in Chicago.  As Vice President of Benefit Services, Kim Dwyer strategizes, designs, develops and implements all employee benefits and wellness programs with communications to support them.  She is responsible for all administration and selection of benefits providers, including third party administrators, managed care companies, benefit networks, trustee and recordkeeping services.    Kim holds a Bachelor of Science Degree from the University of Illinois, Sports Medicine and Education.  She is the executive vice chair of the Midwest Business Group on Health (MBGH) and is or has served as a client advisory board member for Active Health, HealthMedia, MetLife, Institutional Advisors, Fidelity, and ADP Benefit Services.

Derek Newell is the CEO of Jiff. For 20 years, he's been leading innovative health tech and service companies, including Robert Bosch Healthcare, which he helped build into the world’s largest remote patient monitoring company, and LifeMasters, pioneering the first patient-centric disease management platform. Derek started at WebOS, which developed an early web-based operating system, and holds graduate degrees in Business and Public Health from UC, Berkeley.

Stewart Levy’s 25-year healthcare career includes leadership positions in the pharmaceutical industry and health promotion organizations. As Director of Sales and Marketing at Novo Nordisk and then Merck, Stewart developed and implemented marketing initiatives for the largest payers and providers in healthcare, including government, managed care organizations, retail chains, and employer groups. During his tenure at Merck, Stewart was involved in helping develop the first pharmacy-based cardiovascular outcomes study, “Project Impact.” This breakthrough project involved the American Pharmaceutical Association (APhA) and helped document the effectiveness of retail-based cholesterol testing in reducing cardiovascular risk through pharmacists.

Stewart spent the next ten years as Senior Vice President and Principal of Impact Health, a national health promotion organization. Under Stewart’s leadership, the breadth of customer groups embracing health promotion expanded to pharmaceutical companies, food companies, advertising agencies, patient recruitment firms, retail chains and more. While at Impact Health, Stewart assisted and authored two outcomes studies. The first was a three-year study with over 12,000 participants which documented the metabolic risk of Hispanic populations in multiple types of venues. The second was a pharmaceutical-sponsored study which documented the effectiveness of a targeted health education campaign with biometric screening on two divergent employee populations. Under his leadership Impact Health expanded from a regional company servicing local employers and managed care organizations in the Northeast, to one of the largest national biometric screening companies in the industry.Stewart founded Health Promotion Solutions (HPS) in January of 2009 to focus on the need for effective, evidence based solutions for chronic disease prevention, identification and management. His expertise in the health promotion industry have led to business with government agencies, employer groups, retail clinics, insurance brokers, and other healthcare organizations nationwide. Stewart has presented as a leading expert at a number of healthcare conferences including the Employer Benefits Conference, Medical Fitness Association, Convergent Care Meeting, World Healthcare Congress, New York Business Group on Health, American Dietetic Association and Society for Human Resources.
 

Sheldon Blumling is a Partner in the Irvine, California office of Fisher & Phillips LLP, a national labor and employment law firm. He is a member of the firm’s Employee Benefits and Executive Compensation Practice Group. He advises clients with respect to all aspects of employee benefits and executive compensation, including retirement plans, health and welfare benefit plans and equity-based compensation plans.

Follow Sheldon on Twitter  @labor_attorneys.