With more than 15 years of experience as a compliance attorney, Rory works closely with Lockton team members and clients to build a better understanding of ERISA-related compliance issues through written publications, presentations and day-to-day support.

She collaborates with the Compliance Consulting team to determine the best approach to addressing clients’ questions and concerns about ERISA. Before joining Lockton, Rory was a Senior Investigator for the U.S. Department of Labor’s Employee Benefits Security Administration, where she investigated benefit plans, service providers, third-party administrators, and financial institutions to determine compliance with civil and criminal statutes. She gained extensive experience in applying and interpreting provisions of ERISA, as well as the Internal Revenue code, the Patient Protection and Affordable Care Act, the Health Insurance Portability and Accountability Act, the Mental Health Parity and Addiction Equity Act, and other laws governing employee benefit plans.

Rory’s background as an investigator gives her a unique perspective into how employers can maintain compliance while remaining informed on changes and nuances of ERISA and other laws. She was recently named among the Top 50 Women Leaders of Missouri for 2023, by Women We Admire.

Stephen Carrabba is the Co-Founder and CEO of ClaimInformatics, where he spearheads the company’s mission to transform self-funded health care through data access, transparency, and fiduciary alignment.

Stephen architected the company’s core innovations, including the ClaimIntelligence Platform and the FOCUS™ (Fiduciary Oversight, Compliance, and Utilization Safeguard) framework. Under his leadership, ClaimInformatics helps plan sponsors uncover overpayments, correct systemic errors, and fulfill ERISA fiduciary responsibilities — recovering tens of millions while instilling discipline and transparency in healthcare purchasing.

Education:

Babson College – B.S. in Business, Entrepreneurial Studies

Monica De Agostino is an HR Leader with nearly two decades of experience leading Benefits and Total Rewards. She has worked in industries where people and innovation are the keys to success. Monica believes in empowering individuals and fostering a sense of humanity and connection in the workplace. She has led MRIGlobal to win PLANSPONSOR’s 2022 Nonprofit DC Plan Sponsor of the Year award and be a finalist in 2020 and 2021 for Business Journal’s Healthiest Employer recognition.

 Growing up in South America, raised in multiple countries, and comfortable everywhere, Monica believes education transforms generations. Monica has a Bachelor’s in International Business and an MBA in Management. She holds Senior HR Professional Certifications from SHRM and HRCI Institutes.

Barbara Delaney currently serves as Principal of StoneStreet Benefit Advisors, a Global Retirement Partners company. She is a seasoned ERISA fiduciary adviser, specializing in defined benefit, defined contribution and most recently health and welfare plans. Based out of Tarrytown, New York, Barbara has 40 years of experience.

Many plan sponsors have not held the same standards with respect to their health and welfare plans as they do with their retirement plans. With the spiraling costs of health care and the need for increased transparency StoneStreet has broadened its scope of services to provide the same standard of care with respect to health care.

Barbara earned a Bachelor of Arts degree in Business Administration and Economics from St. Thomas Aquinas College and attended the New York University’s Stern School of Business. She is a licensed life & health insurance broker and holds Series 7, 24 and 63 securities registration through LPL.

Alan Gilbert is a healthcare strategist and advisor known for translating how the U.S. healthcare system actually works across policy, industry, and employer markets. He has served in senior roles in the White House, the U.S. Senate, the pharmaceutical industry, and at Anthem, and has worked closely with some of the nation’s largest employers through the Purchaser Business Group on Health and 4C Digital Health. His work focuses on helping organizations understand how employer financing, regulation, and data transparency intersect to drive healthcare strategy and investment decisions.

Jamie Greenleaf is the Co-Founder of Fiduciary In A Box (FIAB) and a recognized expert in fiduciary governance. With a career dedicated to helping employers design and implement retirement programs, she has consistently focused on driving better financial outcomes for employees.

In response to the Consolidated Appropriations Act (CAA) of 2021, Jamie co-founded Fiduciary In A Box to equip employers and their partners with the tools and framework needed to establish a strong fiduciary process for their health care plans, ensuring compliance and reducing risk for plan sponsors.

Outside of his 20 years of service in the Marine Corps Reserves, Pat has spent his entire civilian career in the insurance and employee benefits industry.  From his start in the individual space, to working with Fortune 500 employers, Pat has helped employers large, small, and everywhere in between solve their employee benefits challenges.

Throughout his career, Pat noticed a trend: the insurance industry was built to enrich itself and confuse its clients. From that realization, it became Pat’s mission to simplify health care for employers and employees alike. Instead of focusing on health insurance, Pat’s focus is on health care and the lack of financial transparency behind the services that health Insurance provides.

Sean Schantzen is CEO and Co-founder of Health Rosetta.

Prior to Health Rosetta, Sean co-founded Healthfundr, the leading online private health care investing platform. He was an early employee at a successfully exited enterprise SaaS startup, where he worked in product and ran sales for the Eastern U.S. Sean is also a securities attorney, having worked at a large firm on complex securities investigations, litigation and transactions.

Sean received his B.A. from BYU and his J.D. from the University of Minnesota where he graduated magna cum laude and was a managing editor of the Minnesota Journal of Law, Science, and Technology. He also has a certificate in International & European Law from the Université Jean Moulin in Lyon, France.

Julie S. Selesnick is Senior Counsel at Berger Montague and a member of the firm’s Employee Benefits & ERISA practice group, where she represents the interests of employees, retirees, plan sponsors, plan participants and beneficiaries in employee benefit and ERISA cases in the district court and on appeal. Selesnick’s practice is focused on health care, where she brings more than a decade of insurance coverage experience to good use focusing on the behaviors of insurance carrier TPAs that exercise fiduciary duties under ERISA-covered health plans and counseling employers and other plan sponsors on provisions in their administrative service agreements that might cause them to unwittingly violate ERISA or other employee benefit laws.

Prior to joining Berger Montague, Selesnick was of counsel at another prominent plaintiffs’ class action firm, where she practiced primarily in the ERISA group representing plaintiffs in class cases related to 401(k) excessive fee disputes, actuarial equivalence pension issues, church plan litigation, and cases against third-party administrators for breach of fiduciary duty in connection with their administration of ERISA-covered group health plans.