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MONTHLY LUNCHEON

Can an Exchange Strategy Provide the "Win-Win" for Employers and their Participants?
Thursday, February 20, 2014
11:30 a.m. to 1:00 p.m.
Phoenix Country Club
7th Street and Thomas Road

Presented by

Carl L. Cudworth

of Houghton Mifflin Harcourt and

Jon Andrews

of Towers Watson

In this session, we will discuss how an exchange strategy can produce meaningful value improvements for both the employer and participant, creating the "Win-Win".  We will focus on the products facilitated by an exchange strategy as replacement to the traditional group plan model.  We will also discuss how to objectively evaluate these products to confirm and measure the potential value gain.

Carl L. Cudworth

Carl Cudworth is the Director of Benefits for Houghton Mifflin Harcourt, a premier publishing company with a rich 170+ year history. Carl oversees the domestic and international strategy and design of HMH’s active and retiree benefit programs, including health and welfare, defined benefit, defined contribution, non-qualified, and executive benefit programs. Prior to joining HMH, Carl worked with Towers Perrin, Watson Wyatt and Towers Wyatt, consulting with large and middle market clients in both the public and private sector, providing guidance for strategic health and welfare benefit program design and implementation. Carl has a particular interest and focus in consumer-driven and exchange-based solutions and has enjoyed sharing HMH’s success and vision through publications such as The Wall Street Journal, HR Magazine, and the Christian Science Monitor.

Carl is a licensed attorney. He earned his B.S. and M.S. degree in Economics from Southern Illinois University at Edwardsville and his Juris Doctorate from the University of Illinois.

Jon Andrews

As Regional Vice President for Exchange Solutions, Jon is responsible for all business development in the southwest.  In this role, Jon works with large employers to evaluate and implement benefit strategies leveraging individual products facilitated via the Towers Watson private exchange.  Jon brings over twenty years of experience in benefits with focus on health & welfare, retirement and benefit administration solutions for large complex organizations. 

Prior to joining Extend Health (acquired by Towers Watson), Jon was a large market sales executive for AonHewitt’s HR Outsourcing business.  Jon began his career with The Travelers as an underwriter and successfully managed operations through the transitions to MetraHealth and United Healthcare.  His focus on benefit administration services began with Synhrgy HR Technologies and Mercer.  Jon has accumulated much experience with creative solutions across all benefits including Health & Welfare, Absence Management and Retirement plans and applies that experience to developing solutions to his clients’ business objectives and human resources challenges.

Jon received his B.B.A degree in Finance from the University of North Texas and he lives in the Dallas area.

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events