Aisling University Faculty Board

Pareto

Andrew Clayton Alternative Funding Strategies Series Part 1 – Employee Benefit Group Captive – Self Insurance Without the Traditional Risk and Volatility
Andrew Clayton is President of Pareto Captive Services. Andrew brings a unique combination of alternative risk and employee benefit expertise, with a particular emphasis on blending progressive population risk management strategies with alternative risk financing mechanisms. Andrew has helped launch ten employee benefit group captive programs.

Prior to joining Pareto Captive Services, Andrew was Vice President-Sales for Berkley Accident & Health’s Group Captive Division. He has also previously served as manager of business development for one of the largest stop loss MGUs in the country.

Andrew has over 15 years experience in the alternative risk niche and has structured single parent captives, rent-a-captives, and group captive programs. Former clients included Fortune 500 companies, professional sports teams, and privately held organizations.

Andrew attended Swarthmore College and has a BA in Economics. He lives in Bryn Mawr, PA with his wife and two sons.

Justin Depasse
Liazon
Justin Depasse Private Exchange: How Can it Help my Company?
Justin Depasse is an Account Executive with Liazon responsible for co-managing the New England market and additional core consultant partnerships in southeastern PA. For the past 3 years he has been working with the broker and consultant community to provide their clients with access to the Bright Choices private benefits exchange as well as proprietary platforms powered by Liazon’s technology. Bright Choices enables companies to offer a wide range of benefit options to their employees (health, dental, LTD/STD, life, etc) in an environment that educates and guides people to the portfolio of plans providing the most efficient coverage for themselves and their families. During that time he has assisted with the implementation and enrollment of over 100 mid-to-large size clients onto the various platforms supported by Liazon. Justin also works in tandem with the major health & ancillary carriers in his markets to negotiate competitive product offerings for sale on these exchanges. Prior to Liazon, Justin spent eight years in the life insurance and annuity departments at Sun Life Financial as an underwriter and account manager. He has a BA from Assumption College in Worcester, MA.
Ruth K. Liebermann
HR Insourcing
Ruth K. Liebermann Leveraging the Internet and Mobile Technology to Bring Efficiency to HR and Benefits
Ruth K. Liebermann is the Managing Director of HR InsourcingTM LLC (HRI). HRI is focused on insourcing permanent part-time professional human resource support to mid-size and smaller companies (with 20 – 200 employees).

Ms. Liebermann brings over 25 years of significant human resources experience, both national and international, to the company. Previously, she founded and was the Managing Director of The HR Department LLC from 1999-2002, while revenues more than doubled during challenging economic times. Ms. Liebermann has experience in both public and private companies involved in manufacturing, consulting services and high technology fields, as part of Cummins Engine Company, Indivers N.V., Bain & Company, GTE Products Corporation, Polaroid Corporation and EG&G, Inc. Her responsibilities for human resource issues has involved mergers and acquisitions, establishing an Employee Stock Ownership Plan, HR systems analysis & conversion, establishing ongoing benefits cost containment measures, among others.

Joe Markland

HR Technology Advisors

Joe Markland Leveraging the Internet and Mobile Technology to Bring Efficiency to HR and Benefits
Joe is the President/Owner of HR Technology Advisors. HR Technology Advisors provides employee benefits brokers with technology consulting expertise in two areas. One is internal systems such as client management and commission tracking. We have deployed systems to 150 employee benefit brokers from market leading firms such as Microsoft and Sage Software. The other part of our business is consulting for a brokers customers. Technologies in this area would include benefits enrollment systems, benefit websites, HRIS systems and more. In this area we have deployed solutions through close to 250 employers from 25 different vendors.
jen-reed

electronic-commerce-inc

Jen Reed ACA Reporting Requirements
Jennifer Reed, joined Electronic Commerce, Inc. (ECI) in October 2013 as Manager of Strategic Partnerships & Alliances after 10-plus years in the employee benefits field and 5 years of HR Technology Consulting. Jennifer grew up and works remotely for ECI from North Texas.

After graduating from Austin College, she started her career in employee benefits at CIGNA Healthcare in 2000. While at CIGNA, Jennifer was promoted to a supervisory role and was put in charge of resolving escalated customer service issues. She worked directly with key accounts such as Sprint and Texas Health Presbyterian. Before leaving CIGNA, Jennifer was chosen as one of three individuals to be a part of the first inside sales team, which was a precursor to CIGNA launching their small group market in Texas. From there, Jennifer worked briefly for Instant Benefits in 2007 (Company Acquired by Plansource in 2008) selling a benefits enrollment platform to benefit brokers nationally. From 2008 until she joined ECI in 2013, Jennifer worked for an HR Technology Consulting firm based in Boston, MA. While there she consulted with over 600 employers (ranging in size from 10- 16,000+ Employees) in the areas of HRIS, Integrated HRIS & payroll, and Benefits Enrollment.

While providing HR Technology Consulting services, Jennifer worked intimately with ADP, Ceridian, Ultimate Software, Paylocity, ECI, and many others, but chose to make her sole focus working for ECI in 2013 due to excellence and innovation in product and service. 

Jennifer joined ECI to build strategic partnerships and relationships nationally.

Partners Benefit Group
Steve Tardanico Alternative Funding Strategies Part 2: Participating Funding Arrangements
Steve, as Partners Benefit Group’s Client Relationship Manager, is responsible for managing our customer relationship.  This includes direct involvement in renewal strategy, service support resolution, patient advocacy, employer/employee education, mid-year reviews, and claims analysis.  A key focus of his role is to keep a pulse of the market place and our customers’ satisfaction.

Prior to Partners Benefit Group Steve spent 10 years with Blue Cross and Blue Shield of Massachusetts.  While at Blue Cross Blue Shield Steve was a Training Manager, Customer Service Manager, and spent his last 5 years working as an Account Manager for over 400 Massachusetts companies.  Steve is a product expert with intimate knowledge of the underwriting process.  His experience in training, sales, underwriting and management makes him a multifaceted resource for our customers.  Steve prides himself in his dedication to customer focus and his desire to make sure we are constantly acting as a concierge for our customers.

“The cost of healthcare continues to grow exponentially and as we strive for ways to contain this cost there is one thing I keep in mind.  I personally can’t change the increasing cost of healthcare but I can control the service and support our customers get from myself and the rest of the team at Partners Benefit Group.”

Mark Ventola
Sheehan Phinney
Mark Ventola The New Massachusetts Mandatory Sick Leave Law – an Overview
Mark Ventola is a member of the Firm’s employment and labor law, business consulting, and litigation practice groups.

Mark’s focus is on employment and labor law, advising clients about the many aspects of the relationship between employer and employee. He provides advice and drafts agreements, policies, and protocols concerning hiring, trade secret, termination and separation, wage and hour, family and medical leave, employment discrimination, noncompetition, and other compliance issues. A significant portion of his practice also involves handling employment litigation in Superior Court and Federal Court, and at the Massachusetts Commission Against Discrimination. Mark represents public and private employers in collective bargaining with labor unions and serves as labor counsel to a city in the Greater Boston area. He is experienced in handling grievance arbitrations, and unfair labor practices matters.

Stacy Barrow
Proskauer
Stacy Barrow An Introduction to The Prosential Group & HCR Update
Stacy Barrow is an associate in the Boston office of Proskauer Rose. He is a member of his firm’s Employee Benefits & Executive Compensation Group and its Health Care Reform Task Force. He uses a practical, business-focused approach to counsel his clients on complex employee benefits and executive compensation matters.

Stacy has extensive technical knowledge and experience designing and implementing qualified retirement plans, health and welfare plans, and equity and incentive programs that meet the numerous and intricate requirements of applicable federal and state law.

Stacy’s prior experience includes work as a compliance officer for an international insurance brokerage and risk management firm, and as an actuarial analyst for a Big 4 public accounting firm. Stacy’s past experience informs his legal approach of providing practical, business-minded advice to his clients.

Stacy has spoken to business groups across the country on all matters relating to employee benefits, including national health care reform. He also has published numerous articles on employee benefits and national health care reform matters.

Joseph Bartulis
Fletcher Tilton
Joseph Bartulis Social Media Employer Awareness
Joseph T. Bartulis, Jr. is an Officer of the Worcester-Framingham-Hyannis, Massachusetts law firm of Fletcher Tilton. He is Chairperson of its Labor and Employment Law Practice Group.

Attorney Bartulis advises private and public sector employers on all aspects of workplace law. He regularly advises clients on wage and hour and other statutory compliance matters including exempt vs. non-exempt status, overtime calculations, independent contractors, FMLA leave, ADA accommodations, unemployment issues, and other pay practice matters. He defends management in employment-based litigation including wrongful termination, discrimination, harassment, retaliation, and breach of contract claims. He proactively counsels employers on documenting employee performance, employee discipline and discharge, plant closings and mass layoffs, employment applications, employee handbooks, and employer policies, among others. Mr. Bartulis also drafts and negotiates individual employment agreements, severance agreements, non-competition/non-solicitation agreements, non-disclosure agreements, confidentiality agreements, and many other employment agreements as well. He also defends management in union organizational campaigns, unit determinations, unfair labor practice charge cases, mediations, and arbitrations. Mr. Bartulis has successfully negotiated over one hundred and twenty collective bargaining agreements on behalf of management with many of the major national unions.

unum

Ellen Donovan McCann An Introduction to FMLA and FMLA Outsourcing
Ms. McCann has worked for Unum Group for seventeen years. She advises Human Resources on all employment-related legal issues, with particular emphasis on wage/hour compliance, leaves of absence, military leaves, restrictive covenants and employee relations issues. She also provides daily legal support to Unum’s Leave Management Center, which provides leave administration services to its customers. Presently, Unum’s leave administration product includes administration of over 170 state leave laws in addition to FMLA and covers over 1 million lives.
Ms. McCann received her BA from the College of the Holy Cross and her JD from the University of Notre Dame Law School. She is a certified trainer for SHRM and CE credit and is a frequent national speaker on FMLA.
Ruth K. Liebermann
HR Insourcing
Ruth K. Liebermann Human Resources: Your Yearly Update
Ruth K. Liebermann is the Managing Director of HR InsourcingTM LLC (HRI). HRI is focused on insourcing permanent part-time professional human resource support to mid-size and smaller companies (with 20 – 200 employees).

Ms. Liebermann brings over 25 years of significant human resources experience, both national and international, to the company. Previously, she founded and was the Managing Director of The HR Department LLC from 1999-2002, while revenues more than doubled during challenging economic times. Ms. Liebermann has experience in both public and private companies involved in manufacturing, consulting services and high technology fields, as part of Cummins Engine Company, Indivers N.V., Bain & Company, GTE Products Corporation, Polaroid Corporation and EG&G, Inc. Her responsibilities for human resource issues has involved mergers and acquisitions, establishing an Employee Stock Ownership Plan, HR systems analysis & conversion, establishing ongoing benefits cost containment measures, among others.

Joe Markland

HR Technology Advisors

Joe Markland Exchanges: A Health Care Hot Topic
Joe is the President/Owner of HR Technology Advisors. HR Technology Advisors provides employee benefits brokers with technology consulting expertise in two areas. One is internal systems such as client management and commission tracking. We have deployed systems to 150 employee benefit brokers from market leading firms such as Microsoft and Sage Software. The other part of our business is consulting for a brokers customers. Technologies in this area would include benefits enrollment systems, benefit websites, HRIS systems and more. In this area we have deployed solutions through close to 250 employers from 25 different vendors.

Stacy Barrow
Proskauer
Stacy Barrow Health Care Reform: The Past Present and Future
Health Care Reform: A Mid Year Update
Stacy Barrow is an associate in the Boston office of Proskauer Rose. He is a member of his firm’s Employee Benefits & Executive Compensation Group and its Health Care Reform Task Force. He uses a practical, business-focused approach to counsel his clients on complex employee benefits and executive compensation matters.

Stacy has extensive technical knowledge and experience designing and implementing qualified retirement plans, health and welfare plans, and equity and incentive programs that meet the numerous and intricate requirements of applicable federal and state law.

Stacy’s prior experience includes work as a compliance officer for an international insurance brokerage and risk management firm, and as an actuarial analyst for a Big 4 public accounting firm. Stacy’s past experience informs his legal approach of providing practical, business-minded advice to his clients.

Stacy has spoken to business groups across the country on all matters relating to employee benefits, including national health care reform. He also has published numerous articles on employee benefits and national health care reform matters.

Anthony Bartlett
Bay State Financial
Anthony Bartlett Financial Literacy
With over 20 years of experience in the financial services industry, one of Anthony’s strongest assets is his ability to quickly transform even the most complex financial matters into concepts that are easily understood by clients. Anthony maintains a diverse portfolio of solutions including life insurance, disability income insurance and annuity products.

Anthony currently serves on the Board of Directors of The Society of Financial Service Professionals and is part of a task force developed in 2012, whose primary objective is to develop an updated code of ethics for the Society that addresses the challenges of changing regulations and consumer needs.

Anthony holds a Bachelor of Science degree from Springfield College and most recently, earned his ChFC and CASL designation. His industry affiliations include being president of the Central Massachusetts Society of Financial Services Professionals, the president of the Montachusett Estate and Retirement Planning Council and a member of the Worcester Estate and Business Planning Council.

Joseph Bartulis
Fletcher Tilton
Joseph Bartulis Sexual Harassment: Policies
Joseph T. Bartulis, Jr. is an Officer of the Worcester-Framingham-Hyannis, Massachusetts law firm of Fletcher Tilton. He is Chairperson of its Labor and Employment Law Practice Group.

Attorney Bartulis advises private and public sector employers on all aspects of workplace law. He regularly advises clients on wage and hour and other statutory compliance matters including exempt vs. non-exempt status, overtime calculations, independent contractors, FMLA leave, ADA accommodations, unemployment issues, and other pay practice matters. He defends management in employment-based litigation including wrongful termination, discrimination, harassment, retaliation, and breach of contract claims. He proactively counsels employers on documenting employee performance, employee discipline and discharge, plant closings and mass layoffs, employment applications, employee handbooks, and employer policies, among others. Mr. Bartulis also drafts and negotiates individual employment agreements, severance agreements, non-competition/non-solicitation agreements, non-disclosure agreements, confidentiality agreements, and many other employment agreements as well. He also defends management in union organizational campaigns, unit determinations, unfair labor practice charge cases, mediations, and arbitrations. Mr. Bartulis has successfully negotiated over one hundred and twenty collective bargaining agreements on behalf of management with many of the major national unions.

John Clark
Aisling Partners

Jon Clark Tiered Network and Premium reducing Health Plan Riders
Aisling Partners: Guiding you Through
Jon Clark is a Senior Consultant specializing in employee benefits. Jon has a long and successful track record as a consultant since 1995. Prior to Aisling Partners, he was a founding partner of a highly successful employee benefits brokerage and brings over 11 years of agency management experience. Jon has earned a reputation from peers and clients alike for being an incredibly thorough, proactive, and creative broker whom takes the time to know every one of his client’s needs. Jon also prides himself on taking part in every step of the benefits process from vendor negotiations to employee education. It is his goal to deliver to every client the most customized benefits package that will achieve both the highest level of employee workplace satisfaction while at the same time, assisting the employer with controlling their costs.
Gary Fradin
TheMedicalGuide
Gary Fradin The Medical Guide: Understanding and reducing unnecessary medical care and costs
Gary Fradin is President of TheMedicalGuide, an online tool that helps people identify and avoid unnecessary medical care.

  • That’s care that can’t help you – it’s unnecessary – but costs you money and can harm you.

He has written several books about this including

  • Moral Hazard in American Healthcare (2007)
  • Healthcare Problems and Solutions (2008)
  • Understanding Health Insurance (2010)
  • Uninformed: The Plight of America’s Patients (2013) and
  • Transparency Metrics for High Deductible and Self Insured Clients (2013)

Most are approved for health insurance broker Continuing Education.

Gary lectures regularly about the problem of unnecessary medical care to business and professional organizations. His evidence based, cutting edge approach to employee education is both creative and practical.

Gary holds graduate degrees from London and Harvard Universities and a bachelor’s degree from Lancaster University in England.

John Lian
Bay State Financial
John Lian Financial Literacy
John Lian is a financial adviser concentrating in retirement distribution planning and wealth management as well as corporate retirement plans, executive benefit plans and business succession planning . Understanding the ever‐changing complexities of our lives, John is an advocate for his clients and helps them to design and implement financial strategies which reflect each unique situation.

John has earned a reputation from peers and clients for his compassionate approach to dealing with the anxiety associated with conversations about money issues and the goal of achieving financial security. Because of this approach, John has developed long lasting relationships with each of his clients and empowers them to reach their maximum financial potential.

Ruth K. Liebermann
HR Insourcing
Ruth K. Liebermann HR Audits: Are you confident in your records and processes?
Ruth K. Liebermann is the Managing Director of HR InsourcingTM LLC (HRI). HRI is focused on insourcing permanent part-time professional human resource support to mid-size and smaller companies (with 20 – 200 employees).

Ms. Liebermann brings over 25 years of significant human resources experience, both national and international, to the company. Previously, she founded and was the Managing Director of The HR Department LLC from 1999-2002, while revenues more than doubled during challenging economic times. Ms. Liebermann has experience in both public and private companies involved in manufacturing, consulting services and high technology fields, as part of Cummins Engine Company, Indivers N.V., Bain & Company, GTE Products Corporation, Polaroid Corporation and EG&G, Inc. Her responsibilities for human resource issues has involved mergers and acquisitions, establishing an Employee Stock Ownership Plan, HR systems analysis & conversion, establishing ongoing benefits cost containment measures, among others.

Bay State Financial
Jennifer Shea Financial Literacy
Jennifer Shea is an Attorney by education and heads up the Estate and Business Planning department at Baystate Financial Services. In this role, Jennifer partners with Financial Advisors to provide subject matter expertise to help identify and create customized solutions for clients. Jennifer is well‐versed in all areas of financial planning and has developed particular expertise in the areas of estate planning, insurance, philanthropy and retirement.

Jennifer received a B.S. from The Pennsylvania State University, J.D. from Syracuse University College of Law, and M.B.A. from Syracuse University School of Management.While in law school, she served as Executive Editor of the Syracuse Law Review. Jennifer has also atiained the Chartered Retirement Planning Counselor™ designation and the Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

William Stuart
Harvard Pilgrim
William Stuart Health Savings Accounts
William Stuart is a Product Specialist at Harvard Pilgrim Health Care, the nation’s top-ranked private health plan. His primary focus is on Consumer-Driven Health.

The objective of a CDH program is to rearrange the way that employer allocate their benefit dollars by introducing deductible health plans coupled with tax-advantaged reimbursement accounts to help employees pay for eligible expenses as they incur them. These reimbursement accounts include Health Reimbursement Arrangements (HRAs) and Health Savings Accounts HSAs). Mr. Stuart has trained more than 900 brokers on these programs through state-approved continuing education courses in Massachusetts, New Hampshire and Maine. He has installed more than 750 CDH programs with clients ranging in size from two employees to more than 2,000. He speaks at regional and national conferences on the topic. Mr. Stuart earned a BA from Bowdoin College and an MBA from Duke University.

Stacy Barrow
Proskauer
Stacy Barrow Health Care Reform: The Past Present and Future

Health Care Reform and Your Business

Benefit Plan Compliance: Would your Plans Survive an Agency Audit?

Stacy Barrow is an associate in the Boston office of Proskauer Rose. He is a member of his firm’s Employee Benefits & Executive Compensation Group and its Health Care Reform Task Force. He uses a practical, business-focused approach to counsel his clients on complex employee benefits and executive compensation matters.

Stacy has extensive technical knowledge and experience designing and implementing qualified retirement plans, health and welfare plans, and equity and incentive programs that meet the numerous and intricate requirements of applicable federal and state law.

Stacy’s prior experience includes work as a compliance officer for an international insurance brokerage and risk management firm, and as an actuarial analyst for a Big 4 public accounting firm. Stacy’s past experience informs his legal approach of providing practical, business-minded advice to his clients.

Stacy has spoken to business groups across the country on all matters relating to employee benefits, including national health care reform. He also has published numerous articles on employee benefits and national health care reform matters.


Sue Flanagan Planning for Medicare
Sue Flanagan is a Senior Plan Consultant for Blue Cross Blue Cross Blue Shield of Massachusetts. She has worked for Blue Cross Blue Shield of Massachusetts for the past 10 years and has over 15 years experience working in the Health Insurance industry with a focus on Medicare products.
Sue speaks to hundreds of audiences each year on Medicare and related products for individuals who do not have employer sponsored coverage. This audience has become larger through the years as the number of people approaching Medicare eligibility has been increasing and the number of employers offering retiree health insurance coverage has been decreasing.

Many people coming to her seminars feel overwhelmed because they will be leaving employer sponsored coverage and for the first time they do not have a Human Resource representative coordinating, explaining, and negotiating a rate for their health insurance. She approaches her presentations with a consultative style that make the topics organized and easy to understand, and leaves attendees with the confidence to navigate their health insurance options.

Sue also works with many senior advocates in the community and can direct people to right resources if they need additional help.


Will Brown EAP: Should you provide this at your company?
Will Brown has been at AllOne Health Resources Employee Assistance Program (EAP) since 1998. Presently he is Manager of Municipal EAP Services and a Senior EAP Consultant. Will holds Masters degrees in Social Work and Education, is a Licensed Independent Clinical Social Worker, a certified Employee Assistance Professional and a certified Organization Development Practitioner.

Will is founder of TeamWorks Institute, a consulting resource dedicated to helping organizations resolve workplace conflict through coaching and team building services.


Tim Suchecki FMLA- Everything you need to know
Timothy W. Suchecki is National Practice Leader for Reliance Standard Life Insurance Company (RSL), First Reliance Standard Life Insurance Company (FRSL) and Matrix Absence Management, Inc. He is responsible for sales production and persistency among Reliance Standard’s national account clients who employ integrated programs of disability and various enhanced services through RSL’s sister company, Matrix Absence Management, Inc. Mr. Suchecki oversees a team of national practice leaders who work with Reliance Standard’s sales force to identify and meet the sophisticated productivity management needs of the nation’s large employers.

In his current role, Mr. Suchecki has been a driver in the development of RSL’s health and productivity management strategy, including RelianceONE, a strategic health and productivity management initiative delivered in tandem with Viverae.

Mr. Suchecki joined RSL in 2001 as the East Coast Practice Leader for National Accounts. In his prior position, he oversaw East Coast sales and marketing operations for the RSL/Matrix National Account business, working with 12 regional sales offices to expand and grow market share in his region.

Mr. Suchecki has over 20 years of multi-line insurance experience, having held various field management and sales positions for one of the nation’s largest insurance carriers.

William Stuart
Harvard Pilgrim
William Stuart Consumer Driven Health Rules and Tools
William Stuart is a Product Specialist at Harvard Pilgrim Health Care, the nation’s top-ranked private health plan. His primary focus is on Consumer-Driven Health.

The objective of a CDH program is to rearrange the way that employer allocate their benefit dollars by introducing deductible health plans coupled with tax-advantaged reimbursement accounts to help employees pay for eligible expenses as they incur them. These reimbursement accounts include Health Reimbursement Arrangements (HRAs) and Health Savings Accounts HSAs). Mr. Stuart has trained more than 900 brokers on these programs through state-approved continuing education courses in Massachusetts, New Hampshire and Maine. He has installed more than 750 CDH programs with clients ranging in size from two employees to more than 2,000. He speaks at regional and national conferences on the topic. Mr. Stuart earned a BA from Bowdoin College and an MBA from Duke University.

Sean Fitzgibbons
Interactive Health Solutions, Inc. (IHS)
Sean Fitzgibbons Wellness linked to Premium Differentials
After graduating from the University of Tampa with a bachelor of Science in Public Health, Sean Fitzgibbons started his career at Interactive Health Solutions (IHS) – a HIPAA-compliant, turnkey health awareness and preventative care program for U.S. employers that engages employees in a comprehensive process that stresses early detection, testing, and aggressive follow-up before health problems take hold.

In contrast to ‘one size fits all’ medical insurance plans that only benefit the sick, with no incentive for good health, adding the IHS program to existing medical plans allows companies to establish a performance-based system, rewarding individuals for healthy lifestyles.

Sean’s current role at IHS after three years is Regional Manager, where he works with employer groups nationally to incorporate performance-based programs and additional strategies into the existing health plan; proven effective to combat rising health care costs while increasing productivity and quality in the workplace.

Joseph Bartulis
Fletcher Tilton
Joseph Bartulis Social Networking: An Employer’s Primer on their Legal Ramifications
Joseph T. Bartulis, Jr. is an Officer of the Worcester-Framingham-Hyannis, Massachusetts law firm of Fletcher Tilton. He is Chairperson of its Labor and Employment Law Practice Group.

Attorney Bartulis advises private and public sector employers on all aspects of workplace law. He regularly advises clients on wage and hour and other statutory compliance matters including exempt vs. non-exempt status, overtime calculations, independent contractors, FMLA leave, ADA accommodations, unemployment issues, and other pay practice matters. He defends management in employment-based litigation including wrongful termination, discrimination, harassment, retaliation, and breach of contract claims. He proactively counsels employers on documenting employee performance, employee discipline and discharge, plant closings and mass layoffs, employment applications, employee handbooks, and employer policies, among others. Mr. Bartulis also drafts and negotiates individual employment agreements, severance agreements, non-competition/non-solicitation agreements, non-disclosure agreements, confidentiality agreements, and many other employment agreements as well. He also defends management in union organizational campaigns, unit determinations, unfair labor practice charge cases, mediations, and arbitrations. Mr. Bartulis has successfully negotiated over one hundred and twenty collective bargaining agreements on behalf of management with many of the major national unions.

Dan Miller
unum
Dan Miller Trends in Today’s Marketplace: Benefit Communications & Voluntary Benefits
Dan is a Group and Voluntary Benefits Consultant for UNUM. He consults with benefit brokers and employers daily, analyzing benefit portfolios and creating benefit packages that will best suit each company.

Dan and his team partners with clients to assist with the ongoing administration of Life/AD&D and Disability programs as well as claim submissions. Dan focuses in Life/AD&D, Short and Long Term Disability, Group Long Term Care, and Voluntary Worksite Benefits. He educates on the value of a strong benefits portfolio and works with a team of 25 service associates directly assigned to each employer. Dan is a member of the National Association Of Insurance and Financial Advisors (NAIFA) and resides in the Central Mass area.

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