ERIC Advisory Council

The ERIC Advisory Council engages with and provides advice to the ERIC Board of Directors and membership on matters impacting the type, nature and design of health, retirement and compensation plans large employers may sponsor, including compliance, administration, legal and public policy matters and identifying trends and innovations.

 

Rob Austin

With more than 15 years of retirement industry experience, Rob Austin is the Director of Retirement Research at Aon Hewitt. Rob leads the Retirement Research Team, which is responsible for creating unparalleled research on retirement plan design and participant behavior that allows Aon Hewitt’s clients to help their workers secure a more secure financial future.

Considered a leading expert on retirement issues, Rob often appears in top media outlets including Wall Street Journal, NPR, Bloomberg, Forbes, US News and World Report, CNN Money, USA Today, ABC News, CBS News, Yahoo Finance, Pensions and Investments, and Benefits Quarterly. He is also a frequent speaker at industry events and conferences.

With a background as both a pension actuary and a retirement consultant, Rob has broad experience across the retirement industry. He is particularly focused on financial wellness and behavioral finance issues as they relate to defined contribution and 401(k) plans. 

Rob is a Fellow of the Society of Actuaries and an Enrolled Actuary. He holds a B.S. Degree in Mathematics from The American University in Washington, DC where he graduated Magna Cum Laude and an M.Ed. Degree in Mathematics Education from the University of Virginia.

Judy Bauserman 

Judy Bauserman is a Partner and leads Mercer's Washington Resource Group (WRG), a group of 50 lawyers and technical experts who help clients and consultants understand legal and marketplace developments affecting retirement, health, executive rewards, talent, diversity & inclusion, and other HR programs. The WRG also creates, collates, and shares information and analyses with Mercer consultants and clients through Mercer Select, a membership information service which includes an easily navigated and continuously updated website, multiple email options, and an iOS/Android app.

Before assuming her current role, Judy led the WRG’s US health & benefits team. Judy actively participates in Mercer’s national health care reform core team analyzing the impact of the Affordable Care Act on employers’ plans and workforce strategies. She has 30 years of experience consulting with clients and developing innovative solutions, with a focus on compliance with federal and state laws affecting employers’ health care and group benefit programs. Judy has also assisted several US government contractors with their special compliance needs.

Before joining Mercer in 1991, she worked in the Washington, DC, office of Johnson & Gibbs, PC. Earlier, she was a vice president for a benefits consulting firm in Austin, Texas. Judy has a BA with distinction from the University of Virginia.

John Ferreira

John G. Ferreira represents clients in equity and executive compensation and every facet of employee benefits. He advises global public companies, private equity firms, large financial institutions, nonprofit organizations, middle-market companies, individual executives, and emerging information technology and life sciences companies. John counsels these clients on compliance with ERISA, tax, securities, and labor laws. He also advises vendors to employee benefits plans on compliance with the reporting, fiduciary responsibility, and prohibited transaction requirements of Title I of ERISA. John serves as the managing partner of Morgan Lewis’s Pittsburgh office.

John provides support to clients in litigation, transactional matters, and collective bargaining. In addition, he represents clients before the US federal agencies responsible for regulation of employee benefits plans and programs, including the Internal Revenue Service (IRS), the Pension Benefit Guaranty Corporation (PBGC), and the Department of Labor’s (DOL) Employee Benefit Security Administration.

The Best Lawyers in America listed John from 2003 to 2016, and named him Pittsburgh Employee Benefits Lawyer of the Year in 2010. Pennsylvania Super Lawyers named him one of the Top 100 Lawyers in Pittsburgh. He frequently lectures on employee benefits topics for the Pennsylvania

John received his J.D., with distinction, from Hofstra University School of Law and a B.A. from Western New England College.

Peggy McDonald

Peggy has over 25 years of experience as a pension actuary. In her role on the pension risk transfer team, Peggy has led a number of large transactions, including the recent agreements with Motorola and Bristol-Myers Squibb to transfer pension liabilities. She also led the market-defining pension buy-out transaction with Verizon Communications, Inc. which transferred approximately $8 billion of the Verizon Management Pension Plan obligations to Prudential, covering more than 41,000 retirees. She was also a senior member of the team that executed the first U.S.-based pension buy-in transaction.

Prior to rejoining Prudential in 2010, Peggy provided pension consulting services to a number of Fortune 500 clients in roles at Hewitt Associates, CIGNA Retirement and Towers Watson.

Peggy has been featured in such prominent industry publications as Business Insurance, Pensions & Investments and PlanSponsor.

She earned a bachelor’s degree in economics from Smith College. She is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and an Enrolled Actuary under ERISA.

Anthony Shelley

Anthony Shelley is a member with Miller & Chevalier Chartered in Washington, DC. His practice focuses on litigation and regulatory issues relating to health and pension benefits. His experience includes matters involving the Employee Retirement Income Security Act (ERISA), other federal employee benefits statutes, such as the Federal Employees Health Benefits Act, and the Affordable Care Act (ACA).

He has defended companies and plans in class actions and individual suits concerning challenges to benefits denials, exclusions from coverage, fiduciary actions, medical provider claims, and subrogation and reimbursement determinations. He has dealt in depth with issues of federal jurisdiction and preemption of state law, as well as governmental regulatory authority and administrative law. He has argued before the U.S. Supreme Court and served as lead counsel in numerous cases before the U.S. Courts of Appeals. Anthony advises insurers and employers regularly on the ACA's requirements and its implementing regulations. Another aspect of his practice focuses on claims against the Pension Benefit Guaranty Corporation (PBGC) in connection with the termination of pension plans under distress and the PBGC's subsequent administration of those plans.

Anthony is frequently quoted on timely issues and speaks regularly at national and industry conferences and has been published in a wide variety of business publications. He is currently Chair of Miller & Chevalier's Executive Committee.

He also has a substantial pro bono practice, having been appointed by the D.C. Circuit more than a dozen times in the past several years to represent prisoners and other indigents on important constitutional, statutory, and procedural issues. In November 2015, he will argue a case before the U.S. Supreme Court stemming from one of his D.C. Circuit appointments. The case is Bruce v. Samuels, No. 14-844.

Anthony received his J.D. from Harvard Law School and a B.A. from Canisius College.

Tami Simon

Recently named one of The 25 Most Influential Women in Benefit Advising, Tami Simon is a nationally recognized business leader in health, wellness and human capital strategy.

As a Global Practice Leader and Managing Director in Conduent HR Consulting (formerly Xerox) Tami successfully transformed two businesses within the firm. She is also an accomplished and sought-after thought leader, public speaker and has been asked to testify before the U.S. Congress and Federal Government agencies. Tami has been a faculty member for numerous programs, including those of the Harvard Business School, Chief HR Officer Summits, American Law Institute, Society for Human Resource Management, American Benefits Council, and ERISA Industry Committee.

Tami has been quoted by leading news outlets including the Wall Street Journal, Business Week, CFO Magazine, Washington Post, Chicago Tribune, MSN Money, Politico, US News & World Report, and Yahoo Finance. She has also authored numerous articles in nationally recognized industry publications such as the The Atlantic, Benefits Quarterly, and Employee Relations Law Journal.

Before joining Conduent, Tami worked for Mercer, the law firm of McDermott, Will & Emery, Hewitt Associates and the Illinois Attorney General’s Office; she also served as a judicial intern for the Iowa District Court.

Adam Stavisky

Adam Stavisky is East Region Head for Fidelity’s Benefits Consulting business, responsible for client growth and satisfaction for all consulting services along the Eastern seaboard. Adam participates on the Benefits Consulting senior leadership team to set goals and priorities for the global team. Adam provides strategic guidance to organizations on the design, funding and positioning of their benefits programs and speaks frequently on emerging trends across the benefits space.

Adam joined Fidelity in 2004. Prior to joining, Adam was the Health and Group practice leader for Mercer’s Boston office. Prior to Mercer, Adam opened the Health Management practice for Hewitt’s Philadelphia market. 

Adam earned a BA in Mathematics from Northwestern University and a MA in Mathematics from UCLA.