 | WELCOME TO THE WP&BC SEATTLE CHAPTER |
for the opportunity to hear from the following industry leaders
Tina Anstett is an Executive Director, ERISA Strategist for J.P. Morgan Asset Management’s Retirement Insights Team in New York. In this role, she oversees the development and delivery of retirement insights, focusing on the regulatory and legislative landscape. Previously, Tina served as Chief Legal Officer and Head of Fiduciary Services at Smart USA Co. (Smart), where she supported the design and delivery of Smart’s ERISA fiduciary oversight services, provided regulatory guidance for their retirement plan technology development initiatives, and offered general legal and governance support to Smart and its subsidiaries. She also sat on the Board of Directors of Smart’s subsidiary Smart Retirement Solutions, Inc. (SRS) and was a member of the SRS Fiduciary Oversight Committee. Before joining Smart in 2022, Tina was Director, Advanced Markets-401(k), and later Director, Product Regulatory and Sales Support within Equitable’s Group Retirement business. Prior to Equitable, she served as Chief Legal Officer for USI Consulting Group. Tina holds a BA from New York University, a JD from Western New England University School of Law and is a member of the Connecticut Bar.
Sherrie Boutwell. Even in law school, Sherrie became excited about the evolving area of employee benefits. To Sherrie, it’s about collaboratively working with clients to find the best solutions to their employee benefit challenges. Since 1983, Sherrie has focused her law practice and ongoing education on finding solutions in this ever-changing and complex area of today’s employee benefit challenges. She enjoys unraveling the mysteries of ERISA with her clients with a clear focus on truly understanding each client’s issues while carefully and clearly defining the best options for each situation. Sherrie has represented clients before the Internal Revenue Service, the United States Department of Labor, the Pension Benefit Guaranty Corporation, arbitrators from the American Arbitration Association and the United States District Court, with respect to employee benefits issues. With an emphasis on retirement and deferred compensation plans, Sherrie advises and counsels a broad range of clients including employers, employees, plan fiduciaries, financial institutions, government agencies and trade associations, on a wide array of employee benefits matters. Sherrie has extensive experience and is a highly sought-after speaker, writer, and advisor on employee benefits topics. Sherrie takes pride in bringing a practical and down-to-earth approach to resolving complex benefits issues involving qualified plans, non-qualified plans and health and welfare plans.
Theresa Colucccio, CPA, Director, has practiced public accounting since 1996. She has extensive experience working on a variety of benefit plan audits. Her expertise includes defined contribution, defined benefit, and health and welfare plans.
Theresa audits over 50 employee benefit plans annually, including 11-K filings. She oversees firmwide benefit plan education and is the Seattle office Employee Benefit Plan Practice leader.
Omar Daoud, Senior Director of Pharmacy, Community Health Plan of Washington Omar joined Community Health Plan of Washington, CHPW, as the Director of Pharmacy in 2019 after sixteen years with Walgreens Co., where he led Specialty Pharmacy operations for the Pacific Northwest Region.
Omar has extensive experience in Specialty Pharmacy, Managed Care including government programs, and Clinical Pharmacy quality initiatives. Omar’s current role is focused on PBM relationship oversight, clinical pharmacy integration, and utilization management of medical and prescription drug benefits.
Omar received his Doctorate of Pharmacy Degree from the University of Washington in 2005 and continues to reside in the beautiful Pacific Northwest.
David Donaldson serves as the President and CEO of ERISA Smart and several other ERISA risk management companies. Previously he was a Senior Investigator for the U.S. Department of Labor's Employee Benefit Security Administration where his responsibilities included conducting and coordinating investigations of major inter-jurisdictional or national employee benefit plans, service providers, Investment Advisors, Investment Managers, and trust departments. In addition, David was responsible for developing and presenting training for other investigators regarding plan investments, investment advisors and conflicts of interest. Prior to his work at the DOL, David worked for some of Wall Street's largest firms managing retirement plans, providing fiduciary guidance, and investment management services. David is a frequent speaker at national events on ERISA and retirement plan best practices. He also is an expert witness and was recently recognized as one of the top 100 most influential people in defined contribution. David's experiences and 25 years of working with retirement plans provide him with a unique perspective unmatched in the industry.
Brian Furgala is Senior Director, Retirement Services Strategy, PenChecks. His broad experience as an ERISA attorney and senior
executive for several leading retirement plan service providersmakes him ideal in supporting PenChecks’ evolution to a fintech services business. His primary role consists of leading the company’s strategic direction by identifying business opportunities and working with product management, marketing, sales and executive leadership to implement the opportunities that best align with PenChecks’ long-term objectives.
Prior to joining PenChecks Brian served as Director of 401(k) Education at Employee Fiduciary, a leading provider of low-cost 401(k) plans for small to medium-sized businesses. Before that he served as Director of ERISA Services for Wolters Kluwer’s ftwilliam.com, a provider of cloud-based employee benefits software and services to plan service providers. He was responsible for ensuring its retirement, welfare and non-qualified plan documents and software were compliant with legal, regulatory, and procedural changes. Brian has also been an ERISA attorney for GrayRobinson, P.A., representing clients in handling their plan-related fiduciary duties and operations, government agency inquiries or litigation, and providing technical advice and consulting to service providers.
Brian holds Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC) designations from ASPPA. He started his career by performing daily administration tasks for qualified plans as well as annual nondiscrimination testing and governmental reporting for a third party administration division of KeyBank, N.A.
David Lam, PharmaD, Dr. David Lam is a senior pharmacy consultant in the health and group benefits practice based out of Seattle. His primary responsibility is in providing actionable insights to employers to help ensure a cost-effective and sustainable pharmacy benefit. Core functions include pharmacy benefit manager auditing, pharmacy benefit plan analysis and design, specialty pharmacy strategy, and vendor procurement/oversight. His clients are primarily national/global employer groups within the Fortune 500 but has serviced mid-market employer groups as well.
Prior to joining Willis Towers Watson, Dr. Lam worked for a large Blues plan in the Pacific Northwest providing clinical consultant services to a number of marquee clients and mid-market employers. His managed care experience includes clinical program development and strategic formulary/utilization management consulting to employer groups in Washington, Oregon, and Alaska. Dr. Lam is able to leverage his deep clinical experience and business insights to help client organizations derive maximum value from their pharmacy benefit.
Gina Matter obtained her Bachelor of Science degree in Pharmacy from Temple University, following in her father and uncle’s footsteps. With over 30 years of pharmacy business experience Gina has enjoyed working with employers, Taft-Hartley plans, Regional Health Plans, Managed Medicaid Plans, Third Party Administrators and brokers. Gina has extensive experience working with various stakeholders as their trusted advisor and leading complex projects to successful conclusions. Her most recent expertise extends across the many varied aspects of the pharmacy benefit including PBM Marketing, Contracting, Post-implementation Audits, Market Checks, Ongoing Client Clinical Consultative Services, Reporting Development and Analysis, Benefit Design Modeling. Gina is the representative for the State of Arizona to the Academy of Managed Care Pharmacy where she has served on several committees and facilitated speaker sessions during the annual conference. Gina lists her greatest accomplishments as her two daughters. She enjoys spending time with her doodles Ollie and Marly but has the most fun with her two grandsons.
Stephanie Neault is an Audit Supervisor at Pension Assurance LLP. With a career in retirement plans beginning in 2006, Stephanie brings nearly two decades of industry experience.
Prior to her current role, she spent eight years working for a Los Angeles based third-party administrator, gaining in-depth knowledge of plan operations and compliance. In addition, she holds an MBA from California Luthern University. Her extensive background provides a strong foundation for delivering quality assurance in employee benefit plan audits.
Yelena Neuman, Vice President of Human Resources/Administration, Physicians Insurance. Yelena manages all facets of HR, including strengthening teams and culture. Yelena first joined the company in 2011 as an HR Representative. She was subsequently promoted to the roles of HR Manager, Associate Director, and Associate VP before taking her current position in 2024. Working with our executive team and board, she develops and executes programs to attract, retain, and develop the engaged and talented workforce required for the company’s success. She has been instrumental in creating and executing policies that support employees, including leadership development, employee-engagement initiatives, and benefit programs.
Before joining Physicians Insurance, Yelena held positions as an HR Associate and HR Specialist, supporting personnel, recruiting, and new-hire orientation initiatives. She earned a Master of Arts in Community Counseling from Gonzaga University and a Bachelor of Science in Psychology with a Minor in Business Administration from the University of Oregon.
Jason Priebe is a partner in the Atlanta office of Seyfarth Shaw LLP, and a senior member of the firm’s eDiscovery and Information Governance Group. His practice focuses on issues involved in information privacy compliance, information governance, record management and data security. He dedicates the majority of his practice to Information Governance and Privacy Compliance, including legal consultation and advice to large and diverse corporations and organizations regarding the design and implementation of information governance programs. This includes the development of policies and procedures for classification, storage, cross-border transfer and disclosure of information. His experience includes serving as an in-house counsel for a publicly traded nationwide insurer, where he advised on issues involving litigation hold administration, information management, and electronic data discovery process and policy.
Jessica Rothe, MBA, CCEP - Director, Compliance & Facilities, for Healthcare Management Administrators (HMA). She is HMA’s Compliance expert and has been part of the HMA team since 2008. Compliance as a field is ever changing and provides ample opportunities to continue to grow, learn and thrive. Over the course of her career, Jessica has come to appreciate that Compliance as a business function is most effective when approached as a partner to the goals of the business, watching for the hidden and unseen dangers (risks), identifying & analyzing what's on the horizon (new regs/cases, etc.) and being the calm, steady shelter in the storm when something goes awry (incident/issue support).
Molly Rudd, Retirement Plan Manager for Weyerhaeuser Company, a Fortune 500 company. She has a passion for helping employees maximize their savings and understanding their retirement benefits. Molly has accountability for the management of the U.S. and Canadian savings plans and responsibility for managing the relationships of the Savings Plans vendors.
Moly works with the Retirement Plans team on strategy and initiatives and assists in the compliance testing of the retirement plans. At Weyerhaeuser since 1997; Molly has been a valuable leader, serving in vital benefits and human resources roles.
Cris Sinan advises trustees of Taft–Hartley multiemployer plans on the administration of union retirement, health, and supplemental benefit plans. He counsels plan trustees concerning the application of ERISA, federal tax, and other rules, including their fiduciary obligations under ERISA. After earning his J.D. at the American University Washington College of Law, Cris earned his Master of Laws in Taxation and Certificate in Employee Benefits Law from Georgetown University Law Center. Cris has also served as benefits counsel to a Fortune 50 financial services company, as a law clerk for the U.S. Department of Justice, and as a legal extern for the World Health Organization in Geneva, Switzerland. Before he became an attorney, Cris was a Child Protective Services Social Worker for the Washington State Department of Children, Youth, and Families. Cris is a Board Member and Event Co-Chair for the Western Pension & Benefits Council Seattle Chapter, and he serves as an Advisory Board Member for the American Bar Association's Section of Taxation’s LGBTQ+ Lawyers in Tax Forum. Cris is a member of QLaw: The LGBTQ+ Bar Association of Washington, The National LGBTQ+ Bar Association, and the American Bar Association. As pro bono public service, Cris has represented domestic violence survivors in temporary restraining order hearings, represented court-appointed special advocates and guardian ad litems in foster care cases, and advised small charities about their employee benefit plans. He has also been active on the board of the WCL Lambda Law Alumni Association. He is currently admitted to practice in Washington, District of Columbia, Maryland, New Jersey and Virginia.
Katrina Vanderkamp has employee benefits in her blood – many of her relatives have worked in retirement plan administration – but she is the first ERISA attorney in the family. Katrina enjoys working through and solving the puzzle of employee benefits with her clients. Over the course of her career, Katrina has advised both private and public sector clients on issues related to employee benefits, with a particular focus on retirement and health plan compliance, mergers and acquisitions, and the drafting, operation, and design of all types of retirement plans. Katrina also advises and counsels clients regarding nonqualified deferred compensation plans. Katrina advises clients on health and welfare issues such as HIPAA, COBRA, Section 125, and the Affordable Care Act, and has extensive experience drafting health and welfare plan documents, communications, and policies. She also counsel clients on fiduciary concerns under ERISA and applicable state and local laws. Katrina has represented clients before the Internal Revenue Service, the United States Department of Labor, the Pension Benefit Guaranty Corporation, and the California Public Employees' Retirement System. In her free time, Katrina is an avid reader and singer. She is on the Board of Directors of the Orange County Women’s Chorus.