Public Sector: Health & Retirement Planning and Management
June 18, 2024 from 09:00 am - 10:00 am CT
Virtual
Join the JA Counter, Alera Group Public Sector Team as they launch their 2024 Public Sector Total Rewards series with an in-depth look at the impactful areas for improving Health & Retirement Plan Management.
This is a not to miss event and series for leaders, administrators, finance directors, superintendents and HR managers for public sector organizations.
Join us for the entire series:
Session 2 (online): Health Reimbursement Arrangements (HRA)
Session 3 (in-person): Employee Engagement and Education
About the speakers
Alicia Schwartz, REBC
Benefit Consultant, Employee Benefits
As a Benefits Consultant for the firm, Alicia brings to the table strategic options that meet budget requirements, enhance employee value perception, and adhere to regulatory guidelines. Through her expertise in advanced healthcare strategies and population health management, Alicia’s top-tier market solutions pave the way for success to employers in western Wisconsin and west-central Minnesota.
Alicia’s foundation in the insurance industry began in 2001 as a licensed insurance agent in Life, Health, and Property and Casualty insurance. As a naturally growth-oriented professional, Alicia has continued to round out her knowledge base and expertise to expand the value she provides to her clients. Alicia holds the designation of Registered Employee Benefit Consultant® (REBC®) with the National Association of Business and Industry Professionals (NABIP). She also holds certifications for Employer Sponsored Plans, Advanced Self-Funding and Group Wellness Programming. In her tenure as a consultant, she has worked with private and public sector employers ranging from 20 to 1,000 employees and is an active member in the Advanced Healthcare Strategy and Population Health Impact Groups at the firm. Alicia is a proud member of Catalyst for Payment Reform, an independent, nonprofit corporation with the mission to catalyze employers, public purchasers, and others to implement strategies that produce higher value health care and improve the functioning of the health care marketplace.
Alicia's approach prioritizes building a foundation of trust, integrity, and empathy with everyone she interacts with. She takes the time to truly understand the goals and aspirations of everyone she is working with to focus on solutions with measurable outcomes that meet the needs of all stakeholders.
She lives in New Richmond with her husband and three sons. She enjoys family time, taking long road trips and being outside, as well as DIY projects, tending to her garden and chickens, and volunteering in the community.
Strengths: Ideation, Relator, Communication, Developer, Input
Predictive Index Profile: Maverick
Fun Fact: Alicia loves all things homesteading.
Andy Rineck
Financial Advisor, Wealth Services
Andy joined the firm in October 2017. He is a graduate of the University of Wisconsin-River Falls and has over 10 years of experience in the Financial Services industry. Andy is passionate about working with individuals, families, and businesses to build solutions that meet their financial goals. He brings extensive knowledge about investments, taxes, and managing retirement plans to assist clients in accessing financial markets.
Andy is active in the St. Croix Valley and is currently a volunteer member of the River Falls Fire Department.
Andy holds the Series 7 and Series 66 Securities Licenses and is a licensed Life and Health Insurance Agent in many states (MN, WI, DE, ND, OK, TX, VA).
Strengths: Adaptability, Includer, Consistency, Discipline, Harmony
Predictive Index Profile: Collaborator
Favorite Quote: "So we beat on, boats against the current, borne back ceaselessly into the past." - "The Great Gatsby" by F. Scott Fitzgerald