We utilize the expertise of professionals from the Accounting, Actuarial, Communication, Compensation, Computer Application, Human Resource and Insurance disciplines to help organizations manage their employee benefit plans.

 


James E. Bushnell

Founder & Managing Principal

  • B.S. – Finance / Accounting (University of Vermont)
  • Chartered Life Underwriter (CLU) – Life and Health Insurance (The American College)
    • Past CLU Instructor – Burlington, VT – industry group 7 years
  • Advanced Pension Planning Certificate (The American College)
  • Certified Employee Benefit Specialist (CEBS) – Employee Benefits (The Wharton School – University of Pennsylvania)
    • Past CEBS Instructor – Community College of Vermont & industry group – 6 years
    • Past CEBS Instructor – Mercer University, Atlanta, GA – 8 years
  • Certified Pension Consultant (CPC) candidate – American Society of Pension Professionals & Actuaries
  • Member – International Society of Certified Employee Benefit Specialists (ISCEBS)
    • Fellow – International Society of Certified Employee Benefit Specialist
  • Member – Austin Chapter of ISCEBS – past Board Member;  Chair, Technology Committee; served on Program & Membership Committees
  • Member – ERISA Study Group in Austin
  • Member – Central Texas Compensation and Benefits Association (CTCBA)
  • Licensed Insurance Counselor – Texas
  • MemberRotary Club of Austin & Chair of Technology Committee
  • MemberAustin Chamber of Commerce
  • Member – Leadership Austin’s Fall 2007 Experience Austin program
  • Past MemberCapital Area United Way in Austin – served on solicitation committee and Resource Advisory Cabinet
  • Past Member – Board of Directors & Treasurer – Helping for the Aged, Needy & Disabled, Inc. (H.A.N.D.) in Austin.
  • Chair – Austin Resource and Information Network Group
  • Chair – Austin Consultants Network
  • Member – Onion Creek Club
  • Former – Snow ski instructor for 10 years
  • Former – High school golf coach for 9 years

 

William E. Collins

Consultant

  • B.A. – Economics/Finance / (Warren Wilson College)
  • Certified Employee Benefit Specialist (CEBS) – Employee Benefits (The Wharton School – University of Pennsylvania)
  • Certified CMS Marketplace Navigator
  • Benefits experience
    • Field and home office Underwriter with 3 insurance companies
    • Senior employee benefits consultant & leader with regional & international consulting firms
    • Benefits Manager for international corporation
  • Current Member
    • International Society of Certified Employee Benefit Specialists (ISCEBS)
      • Past Member – Charlotte, NC Chapter of ISCEBS
      • Past CEBS Instructor – Queens University, Charlotte, NC
    • Benefits and Health & Welfare Professionals
    • Health Insurance Navigators
    • Health Care Reform
    • Linked : HR

 

Michael B. Price

Chief Actuary

  • B.S. – Mathematics / Actuarial Science (University of Nebraska – Lincoln)
  • Associate (ASA) – Society of Actuaries
  • Enrolled Actuary under ERISA
  • Member – American Academy of Actuaries (AAA)
  • Fellow – Conference of Consulting Actuaries (CCA)
  • Owner – Actuarial Dimensions, LLC (AD)
  • President – Parkway Central Lacrosse Club
  • Trustee & National Representative – The Leukemia and Lymphoma Society (1986 – 2009)

 

Kay McManus

Administrative Manager

  • B.B.A. – Marketing (Texas State University)
  • Microsoft Certified Technology Specialist (MCTS)

 

Robert Tangney

Consultant

  • Certified Employee Benefit Specialist (CEBS) – Employee Benefits (Dalhousie University)
    • Fellow – International Society of Employee Benefit Specialists (ISCEBS)
  • Board Member of Toronto Chapter of ISCEBS
    • Current CEBS Instructor – Seneca College
    • Past CEBS Instructor – Sheridan College, McMaster University
  • Member of Ontario Regional Council of Association of Canadian Pension Managers
  • Canadian Securities Institute – completed Canadian Securities Course
  • UK – Competed Regulator’s program to qualify as a Trustee for UK pension schemes
  • Total Rewards Experience
    • Compensation Programs from job evaluation, base pay through to incentive programs (short and long term)
    • All forms of Retirement Programs (DB and DC) from startups, re-design, de-risking to closure on Canadian, US and International Plans including actuarial programming and calculations.
    • Group Benefits Director for 3 organizations, Canadian, US and International corporations, introduced changes, wellness initiatives and attendance management programs
    • HRMS/payrolls implemented/process improvements in various systems such as PeopleSoft, ADP, etc.
    • Prepared mandates and led negotiations at bargaining table with many union groups (UNIFOR, UAW, Steelworkers, etc.) on benefit and pension issues
  • Former Member of the Employers Council on Health Care in Ontario (ECHCO) – chaired the committee on Integrated Health Care Systems.
  • Hamilton Employers Group – McMaster, Stelco and Dofasco formed a group to address Health Care in Hamilton.

 

Leslie Wiernik

Consultant

  • B.S. – Marketing (Georgia State University)
  • Certified Employee Benefit Specialist (CEBS) – Employee Benefits (The Wharton School – University of Pennsylvania)
  • Member – International Society of Certified Employee Benefit Specialists (ISCEBS)
  • Licensed Insurance Consultant – Georgia