As President of Plante Moran Group Benefit Advisors (PMGBA), I oversee all of our efforts to assist clients with their benefit plan strategy, vendor selection, implementation, and ongoing stewardship needed to operate group life, disability, medical, dental, vision, and cafeteria plans and Health Savings and Health Reimbursement Accounts. Clients choose PMGBA because of our expert understanding of healthcare benefit design, financing, plan administration, employee education, and compliance. Considered their trusted partner, we work closely with clients to manage and operate their benefit plans to be cost efficient and compliant with current federal and state regulations.
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With more than 30 years in this business, I’m familiar with the concerns expressed by employers whether as part of existing plan operations or leading efforts to help clients with Merger & Acquisitions due diligence, integration, and ultimately ongoing stewardship. The cost of benefit plans continues to inflate at a rate that’s unsustainable in business. This challenge enhances the need to streamline plan administration and seek creative cost and risk management methods while ensuring compliance with expanding regulations. I recognized these concerns and more, which is why I championed the growth of this employee benefits arm of Plante Moran. With an expanded team of professionals, we deliver solutions that allow clients to sustain benefit plans in a way that aligns business and employee needs.
As a certified employee benefits specialist, it seems I’m always speaking about benefit plans to one group or another. I present to government groups, the municipal sector, schools and educators, manufacturing, and even nonprofit organizations on every aspects of benefit plans.
My free hours are devoted to my family, faith, and athletic fun. I’ve been on the sidelines either as a coach for my kids in baseball, softball, basketball, and soccer, or with camera in tow for track, cross country and swimming. My involvement on many boards with St. Thomas More, Catholic Social Services, New Horizons Rehabilitation Services, Stonycroft Hills Club, and Beachwood Recreation Association has kept me busy when not enjoying golf, biking, and swimming.