The Latest

New York City Council Speaker Melissa Mark-Viverito has asked the SEC to investigate OppenheimerFunds, saying the asset management company has played a role in worsening Puerto Rico’s fiscal crisis.

Jewell Lim Esposito, Esq., has devoted close to two decades in ERISA and Executive Compensation solely, where she has examined hundreds of 401(k), 403(b), pension, and non-qualified deferred compensation plans for public, private, and tax-exempt companies. Such companies hire her to vet out regulatory compliance issues (both on the tax and fiduciary side). She structures settlements with the IRS and DOL to minimize the financial penalty for companies and civil\/criminal actions against plan fiduciaries. She also structures pension plan investment in proper vehicles to ensure compliance with the plan asset rules. A frequent lecturer nationally and regionally, Ms. Esposito has authored employee benefits, fiduciary, executive compensation, and payroll tax publications. She is Editor of, and frequent Author to, www.EmployeeBenefitsUnplugged.com. Ms Esposito can be reached at 571.522.6100 and jesposito@constangy.com.

Jessica Moser leads Channel Development for Market & Growth Strategies.  In this role, she is responsible for building out new distribution capacity through the right private exchange and technology platform deals, as well as ensuring effective onboarding of entities and continual refinement of additional capabilities to drive growth and business impact. \nPrior to this role, she was responsible for developing and driving MetLife’s public exchange strategy and leading the execution of MetLife’s Health Care Reform program.   She has also been responsible for strategic program implementations, including MetLife’s largest group customer, the TRICARE Dependents program.  This program provides dental coverage to family members of uniformed service active duty personnel, as well as military reserve members and their families.  Prior to the TRICARE implementation, Jessica was responsible for directing Insurance Products strategy and managing the technology and business planning process for multiple products and services.\nJessica joined MetLife in 1998, with over 10 years of experience in the information management field in such companies as EMI-Capitol Music Group and Ernst and Young.  She holds a Bachelor of Business Administration degree from State University of New York at Albany and a Master of Arts degree from Hunter College.  She lives in New York City with her husband and children.

Jessica Brooks is the President of the Pittsburgh Business Group ON HEALTH, where she helps member companies improve their cost, delivery, and healthcare value. Jessica has helped transform PBGH into a leading expert organization on health care and benefits for over 70 employer members. Ms. Brooks has positioned PBGH as the leading voice for employers in Southwestern Pennsylvania through targeted media campaigns which has generated over 5 million impressions through generated stories and opinion editorial pieces, and served as an expert for National Public Radio.

Jerry Penso, M.D., MBA, is chief medical and quality officer for the American Medical Group Association, which supports its members in enhancing population health and care for patients through integrated systems of care. 

Jerry Kalish is President of National Benefit Services, Inc., a Chicago-based firm providing retirement plan consulting, actuarial, and administrative services. Clients include business owners who want to put more money away for retirement and employers who want a state-of-the-art plan. Jerry speaks and writes regularly on retirement plan matters. He provides continuing education for financial service professionals, accountants, and attorneys and is a visiting professor at John Marshall College of Law. Jerry is also the publisher of The Retirement Plan Blog (www.retirementplanblog.com) and writes a regular monthly column for Employee Benefit News. His third book on retirement planning in the 21st Century is scheduled for publication in late 2010.

Jeremy Miller is the founder and president of FSAstore.com, an e-commerce site focused on flexible spending account products and services.