Posts Tagged ‘Level’

AEPG® Welcomes Executive Level Vice President of Employee Benefits













Warren, NJ (PRWEB) June 10, 2015

June 1, 2015, Warren, NJ – AEPG® Wealth Strategies is proud to announce and welcome Noel Santiago to its Benefit Division. Noel will be responsible for working with employers to develop customized benefits plans to help companies promote employee wellness, manage risk and reduce cost.

Chris Schiffer, COO stated, “I am pleased to have Noel join AEPG’s team of experts. Noel is a natural fit, with his background in retirement plan solutions and in employee benefits.” Bill Corson, Divisional Vice President, Group Benefits added, “Having an experienced professional like Noel on our team is a great boon to everyone in the Group Benefits Team at AEPG®. We are well equipped to provide competitive analysis and exceptional ongoing service for many new clients.”

Noel’s 17+ years in the insurance and financial industry has given him unique insight in designing various life, health, disability and retirement plans. He joins AEPG® from Herbert L. Jamison & Co. LLC. During his successful tenure as Division Vice President, Noel was largely responsible for the growth and production of their benefit department. He worked primarily with the New York and New Jersey business communities to place employer-sponsored insurance coverage for companies large and small. Noel led a turnaround within the Benefit Division that resulted in revenue growth of 30% within his first year, and doubled in four years.

Noel is excited about joining the AEPG® team. “My entire career has been focused on developing smart and innovative solutions for the betterment of my clientele. The role that a comprehensive employee benefit program plays in a successful company cannot be overstated. I consider myself an extension of my clients’ Human Resources department, analyzing their needs and collaborating with them to develop customized plans to address their health benefits management issues. I look forward to continuing that tradition with AEPG®.”

Noel received a BA in finance from Montclair State University, and he is licensed in Life and Health in New Jersey and other states. Outside of the office, Noel has been involved in various organizations, such as ALA (Association of Legal Administrators) NJ, NY and Miami chapters. He enjoys speaking engagements, sports, and traveling with his family.

Noel can be reached at: nsantiago(at)aepg(dot)com, (908) 821-9758.

About AEPG® Wealth Strategies: http://www.aepg.com

For over 30 years, the clients of AEPG® Wealth Strategies have benefited from personalized, comprehensive wealth management and financial advisory services. Our services to individuals, business owners, physicians and corporations include: group and individual insurance, 401(k), retirement plan solutions, comprehensive financial planning, investment management, and estate planning.











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Duncan Lewis Immigration Department Members receive Law Society Level 2 Accreditation













Law Society Immigration & Asylum Accreditation Scheme


London, United Kingdom (PRWEB UK) 8 September 2014

Duncan Lewis Solicitors are pleased to announce that several of the firm’s Immigration and Public Law staff have recently been awarded Law Society Immigration and Asylum Law Level 2 Accreditation status joining the firm’s 152 already accredited Level 2 spanning their Immigration and Public Law departments nationwide.

The Law Society Immigration and Asylum Law Accreditation scheme covers all areas of Immigration and Asylum work. Accredited members of the scheme will have shown that they have and will maintain a high level of knowledge, skills, experience and practice satisfactory to the Law Society’s level of recognition.

The firm’s recently accredited staff are;

Sheroy Zaq- Public Law Caseworker, Harrow

Krishma Bathia- Immigration Caseworker, Harrow

Joanna Sherman- Immigration Caseworker, Lewisham

Betty Mwamuye- Immigration Solicitor, Dalston

Smit Kumar- Immigration Solicitor, Dalston

Kat Hacker- Public Law Supervisor

Rajni Choda- Immigration Supervisor

Duncan Lewis Head of Department and Public Law Solicitor Toufique Hossain added;

“It is always pleasing to know, especially in this climate of Legal Aid cuts, that we are seeing such talented, hard working individuals committed to Immigration and Asylum law. It is important now, more than ever, that these bright individuals come through the ranks in what are difficult ever-changing areas of law.”

Duncan Lewis is one of the UK’s leading firms of

Immigration Lawyers and is also a leading provider of Legal Aid Services in the UK. The firm’s Immigration and Public Law Departments have been recommended by the Legal 500 as “excellent” and “expertise” respectively. The further Level 2 accreditation of a number of the firm’s staff fortifies the firms ability to offer specialist legal services across these two areas on matters including; Individual Immigration; Asylum, Human Rights and Appeals; Detention and The Fast Track Process and Business Immigration.

About Duncan Lewis

Duncan Lewis, established in 1998, is the largest civil legal aid practice in the UK and one of the country’s fastest growing firms of solicitors, serving both corporate entities and private individuals from offices across London and throughout the UK. A recommended leading law firm by Law Society Lexcel, Legal 500; Duncan Lewis employs over 500 members of staff and was the first law firm to achieve the Investors in People Gold Quality Standard Mark in 2009. Representing over 25,000 clients per year, the company has an excellent reputation in the Administrative Court, High Court and Court of Appeal in the Immigration, Public law and Family/Child Care jurisdictions.

Established areas of law are: business immigration, child care, civil liberties, clinical negligence, community care, crime and fraud, dispute resolution, debt and insolvency, employment, family and divorce, housing, asylum and immigration, litigation, mental health, personal injury, prison law, professional negligence, public law and administrative law, regulatory matters and welfare benefits.

















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Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.









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This CFA Level I video covers concepts related to: Lectures slides associated with Investing in Commodities For more updated CFA videos, Please visit www.ari…

Workable Solutions Takes Insurance Exchanges to the Next Level












Orlando, FL (PRWEB) July 25, 2012

Most of the general population is just becoming familiar with health insurance exchanges (HIX) because of the passing of the Patient Protection and Affordable Care Act (PPACA) that requires each state to administer one, but insurance exchanges have a much longer history. Workable Solutions has been a part of that history since 1997 and continues to influence the evolution of private health insurance exchanges.

Workable Solutions’ latest endeavor, scheduled to be released late this summer, is sure to be a turning point for health insurance exchanges going forward. Their latest web-based platform is designed to combine the best features of online shopping with the latest employee benefits solutions. The new exchange solution is called Workable Choice.

Different than the exchanges of yesteryear, recommendation engines use profiling questions and filtering to recommend plans that are custom-tailored for each individual based on health status, family composition, financial situation and risk tolerance. 

Terry McCorvie, now president of Workable Solutions, was the executive director of the Community Health Purchasing Alliance (CHPA). CHPA was one of the first quasi-governmental exchanges in the mid-1990s. “Back then we were dealing with mountains of paper and that prevented the Exchanges from being efficient.” McCorvie says. “With today’s technology tools, consumers can narrow available plans to find the best match and complete their enrollment in less than 15 minutes.”

Workable Choice will seem lightyears ahead of those first insurance exchanges of the 90s. The exchange model of Workable Choice is one that allows the comparison of quality and access, not just prices. The thoughtfully prepared user interface allows users to control the experience. Users that want to know all the details of the plans can utilize the educational resources, while the users who want to sign up for their benefits as quickly as possible can still be matched with an appropriate plan very quickly.

Employers will also appreciate all the features of a modern exchange. Workable Choice presents employers with online billing and electronic payment options that allow employers to make one monthly payment, no matter how many different insurance plans are selected by their employees. Workable Choice also tracks defined contributions from employers that employees use to make purchases through the exchange. The defined contribution exchange helps employers set a fixed employee benefits budget.

Workable Choice offers benefit products beyond health insurance. The product mix can include tax-advantaged savings options like health savings accounts and flexible spending accounts. Workable Solutions’ technical team uses advanced database development tools to provide a single point of education, selection and enrollment for the full menu of available benefit options. This ensures optimal functionality and allows the insurance exchange to be completely customized to meet the needs of the client. “Health insurance is complicated enough. We firmly believe our tools for exchanges create more informed consumers and that fosters higher satisfaction.”

Workable Solutions is based in Orlando, FL and provides a full array of employee benefit solutions including HSA, HRA, FSA and commuter accounts, COBRA administration, benefits administration outsourcing, defined contribution solutions, and health insurance exchange technology and administration. Their Workable Choice Exchange application provides plan selection assistance, comparison-shopping technology, eligibility management, enrollment, consolidated billing, and more. Workable also offers a myriad of defined contribution options, which allow employers to control their employee health care costs while giving their employees greater choice and flexibility.











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Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.









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The Insightful New Resource for Specialists Who Have Built Their Careers in Accounting and Finance and Reached—or Are Nearing—the Top Level: “CFO Techniques”











New Book and Should-Have Guide for CFOs, Controllers, and Finance Experts.


New York, NY (PRWEB) January 06, 2012

If tiny company is the backbone of the economic climate then according to author and veteran CFO Marina Guzik, “Financial specialists are the spinal cord inside those vertebrae. We carry our load and assistance our employers by attending to a multitude of functions, wearing distinct hats, and juggling thirty balls at a time.” Guzik shares her insights in “CFO Methods: A Hands-on Guide to Keeping Your Business Solvent and Successful,” a new release from Apress Media.

As “CFO Strategies” shows, juggling a lot of tasks demands a lot a lot more these days than the capability to count beans and preserve pencils sharp. As the organization climate modifications, modest and midsize organizations struggle harder than ever for survival, imposing even far more demands on CFOs and controllers. There is no selection but to take on much more functions and expand the span of command.

To support economic specialists hone their skill set, “CFO Methods” covers advanced topics like treasury management, performance analytics, managing outside auditors, complying with intricate tax regulations, and segmental analysis. The book also covers items CFOs ought to now know well—like whether or not to fund an initiative with borrowed cash or new capital, how to aid pick IT hardware and services, how to advise the boss on beginning a new venture, regardless of whether to hire (or outsource) for a function, how to insure risks facing the enterprise, and even how to help devise corporate method. Topics are covered in a nonacademic, straightforward-to-read style with relevant cultural references and genuine-life examples.

Guzik’s guidance is based on practical knowledge and hands-on encounter. “CFO Strategies” as a result gives a comprehensive guideline relating to the most critical functions under any finance professional’s manage including the locations of expertise in which they must excel and how to achieve their greatest on-the-job efficiency.

Says Guzik, “This book is not for Fortune 500 CFOs with hundreds of subordinates to whom tasks can be delegated. This book is for those pros in economic management—CFOs, controllers, treasurers, VPs, and directors of finance—who, like me, toil to make certain the commercial survival of small and midsize companies.”

To discover far more about CFO Methods: A Hands-on Guide to Keeping Your Enterprise Solvent and Productive, pay a visit to http://www.apress.com/9781430237563


ISBN13: 978-1-4302-3756-three
380 pages
Publication Date: December 14, 2011
Accessible eBook Formats : EPUB, MOBI, PDF
Print Book Price : $ 29.99
eBook Value: $ 20.99

About Marina Guzik

Marina Guzik’s career in finance and accounting spans 24 years, with the last 17 years in chief financial officer and controller positions in tiny and midsize organizations. She has worked in both the public and private sectors, which includes manufacturing, global supply chain, e-commerce, professional services, asset management, and consulting. Ms. Guzik’s functional expertise spans a broad range of tasks and duties, from international treasury to mergers and acquisitions, and every little thing in in between. She holds numerous academic degrees, such as a master’s in enterprise administration in accounting. She believes in the strength of fundamental information and commercial acumen, which can be intelligently applied to any particular company model.

About Apress Media

Apress Media LLC is a technical and organization publisher devoted to meeting the wants of IT specialists, computer software developers, programmers, and company leaders with more than 1,000 books in print and electronic formats. Apress provides high-good quality, no-fluff content material that helps serious technologies specialists construct a comprehensive pathway to career good results. For a lot more information about the innovative approach Apress takes to publishing, please check out http://www.apress.com.

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Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







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