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In the News

 

Jennifer Fairman Joins the Group Division

Omaha, NE  |  SilverStone Group welcomes Jennifer Fairman as an Account Manager.

 As an Account Manager with 10 years of industry experience, Jennifer brings a wealth of knowledge to the Group Benefits Team. In her daily role she will serve as an advocate for large and national group insurance accounts. Her areas of expertise include holistic benefit plan design analysis and emerging healthcare delivery models and tools, as well as the administration and communication of group insurance programs for large employers. Jennifer looks forward to collaborating with clients and coworkers alike to achieve the best possible outcomes.

Prior to joining SilverStone Group, Jennifer worked for a national carrier on its major/national account management team. She managed various workforce compliance audits, helped implement benefits programs for newly established offices and developed an online enrollment solution for remote employees. Jennifer received a Bachelor of Science in Marketing and Personnel Management from the University of Nebraska at Omaha.

SilverStone Group is an employee-owned firm with 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Lisa Legendre Joins Group Benefits Team

Omaha, NE | SilverStone Group welcomes Lisa Legendre as an Account Manager in the Group Benefits department.

As an Account Manager, Lisa will be responsible for coordinating service and benefit management of small group clients and will act as the central focal point in assisting all clients. She will provide consultation, advice and service to clients to ensure the clients’ needs are met, as well as help them prepare for and conduct employee meetings.

Lisa brings over 25 years of experience in the insurance industry, having worked specifically with medical, workers’ compensation, property/casualty and automobile claims. Additionally, Lisa has prepared market analysis reports, renewal negotiations and renewal presentations, and conducted renewal and marketing analysis consultations and employee enrollment meetings. Lisa holds her Life and Annuities, Sickness, Accident and Health Insurance licenses in Nebraska, Iowa and Illinois.

SilverStone Group is an employee-owned firm with 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Lisa Mascarello Joins SilverStone Group Employee Benefits Team

Omaha, NE  |  SilverStone Group welcomes Lisa Mascarello as a Service Specialist in the Group Benefits department.

Lisa brings 25 years of group insurance experience to her role at SilverStone Group. As a Service Specialist, Lisa is responsible for building and maintaining client relationships. Specifically, she answers clients’ questions regarding procedural matters, claims issues and plan provisions, and helps them to implement plans and coordinate ERISA requirements.

Prior to joining SilverStone Group, Lisa worked as an account manager on the carrier side for group insurance products. She has spent much of her career working with third-party administrators and other service and IT vendors. This provided an opportunity for Lisa to learn the lifecycle process of multiple insurance lines starting with product development and ending with implementation, enrollment and claim payment.

SilverStone Group is an employee-owned firm with 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

SilverStone Group promotes Nulty and Donahoe

Omaha, NE | SilverStone Group is pleased to announce that Chris Nulty and Tiffany Donahoe have been promoted to Senior Administrative Assistant and Project Analyst, respectively.

Chris Nulty was recently promoted to Senior Administrative Assistant. Since Chris joined SilverStone Group in 2005, her position has expanded and she has assumed many additional responsibilities. Her responsibilities include licensing and appointments, Group invoicing, carrier and educational meetings / seminars, and various other job functions in the Group Benefits division.

Tiffany Donahoe was recently promoted to Project Analyst in the Group Benefits division. Tiffany first worked in SilverStone Group’s Accounting department and joined the Group Benefits division in 2011 as an Account Administrator. Since joining Group, Tiffany has assumed responsibility for many new projects due to continual changes within the industry. She is responsible for the 5500 filing process and handles this responsibility with ease. In addition, she assists with client surveys, client reporting and revenue tracking.

SilverStone Group is an employee-owned firm with 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com or visit www.silverstonegroup.com.

SilverStone Group Named to 2015 PLANADVISER Top 100 Retirement Plan Advisers

Omaha, NE | SilverStone Group is pleased to announce it has been named as one of the 2015 PLANADVISER Top 100 Retirement Plan Advisers for the second consecutive year.

The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals, teams and multi-office teams that stand out in the industry in terms of a series of quantitative measures. These measures include the dollar value of qualified plan assets under advisement (AUA), as well as the number of plans under advisement. The list also includes advisers who have more than 30% of their practice focused on 403(b), defined benefit (DB) plans or nonqualified deferred compensation (NQDC) plans.

SilverStone’s Qualified Plan Investment Team, consisting of Jeffrey D. Sharp, Patrick M. Fay, Carol A. Gonzalez and Jessica A. Odorisio, was highlighted in the category for teams with more than 30% of their practice focused on 403(b) plans. Through SilverStone Asset Management, our team provides investment advisory services to retirement plans and participants.

According to PLANADVISER, this year’s qualification standards– which rise nearly every year – have escalated considerably from 2014’s. Individuals had to have at least $750 million in AUA or serve 105 or more plans; teams needed to advise at least $2.25 billion in assets or a minimum of 145 plans; and multi-office teams were required to oversee $10 billion in plan assets or 400 or more plans.

The 2015 PLANADVISER Top 100 Retirement Plan Advisers list is available online here. It was printed in the January–February issue of PLANADVISER magazine, and the advisers named to the list will be honored at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner on March 31. Please visit the event page for more information.

Although SilverStone’s Qualified Plan Investment Team was included in the 2015 PLANADVISER Top 100 Retirement Plan Advisers list, a retirement plan or participant’s actual experience with SilverStone may be different. Retirement plan participants should be aware that this listing is not indicative of any future experience with or performance by SilverStone’s Qualified Plan Investment Team.

PLANADVISER Top 100
To be considered for the annual PLANADVISER list, advisers had to either submit information and references or be nominated and enter the award process for the 2015 PLANSPONSOR Retirement Plan Adviser of the Year—individual, team or multi-office team. PLANADVISER did not consider advisers who did not submit information to PLANADVISER or were not nominated for the award. Applicants were then asked to complete a form, providing various details about their practice; advisers could also submit such information unsolicited, although not to be considered for the awards. PLANADVISER did not consider input from clients of Advisers. The PLANADVISER Top 100 Retirement Plan Advisers list is based solely upon a set of quantitative factors and information supplied by the advisers themselves.

PLANADVISER
Through its magazine, website, events and e-mail newsletter, PLANADVISER, an Asset International brand, provides comprehensive industry news, regulatory and investment information, research and training to financial advisers who specialize in the sale, design and administration of institutional qualified and nonqualified retirement plans and executive compensation plans, including 401(k), defined benefit (DB) and deferred compensation plans. For more information, please visit: www.planadviser.com.

 About Us
SilverStone Group is an employee-owned firm with 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

SilverStone Group provides investment advisory services to retirement plans through its affiliate, SilverStone Asset Management, Inc., which is registered as an investment adviser with the U.S. Securities and Exchange Commission. SilverStone Asset Management is a fee-based investment management and financial planning firm specializing in proactive investment advisory and planning services for investors and corporate retirement plans.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group and SilverStone Asset Management or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Securities offered through M Holdings Securities, Inc., a registered broker/dealer. Member FINRA/SIPC. Investment Advisory service offered through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned and are not under common ownership with M Holdings Securities, Inc.

SilverStone Group’s Glen Gahan Earns FCA Designation

Omaha, NE | Glen Gahan Earn FCA Designation

SilverStone Group congratulates Glen Gahan on being awarded his Fellow of the Conference of Consulting Actuaries (FCA) designation, which further establishes him in the industry and throughout the market. In addition, this title proves Glen’s high proficiency in the scientific and practical applications of the mathematics of financial contingencies.

Glen is a Principal at SilverStone Group and leads the Defined Benefits/Post-Retirement Plans Team. With more than 25 years of pension plan actuarial experience, he has previously earned his Fellow of the Society of Actuaries (FSA), Enrolled Actuary (EA) and Member of the American Academy of Actuaries (MAAA) designations. Earning the FCA designation shows his commitment and dedication to his field of expertise, as well as his clients.

SilverStone Group is an employee-owned firm with 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals. Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

SilverStone Group Receives B2B Award

Omaha, NE  |  SilverStone Group listed as Number One in Employee Benefit Company category

SilverStone Group has again been voted Number One in the Employee Benefit Company category of Omaha Magazine’s Best of B2B program for 2015. Omaha Magazine has produced the annual ranking of the city’s best for 20 years by creating the Best of Omaha program. The program caters to both Omaha residents and visitors by providing them with a categorized list of the best the city has to offer. More than 10,000 voters participate in the selection process via an online ballot that is audited to ensure accurate results.

Brett Sesker, Principal and Senior Consultant, accepts this award with pride. “We are extremely pleased to win this award again.  It’s an honor to be recognized in a business community that recognizes the importance and value of partnerships that create successful outcomes. The Associates in our Group Benefits division continuously push themselves to achieve results for our clients and provide best-in-class benefit programs. We are proud of their dedication and commitment.” he said.

SilverStone Group is an employee-owned firm with 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty, risk management, employee benefits, business insurance and financial planning services to employers and individuals. Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com or visit www.silverstonegroup.com.

SilverStone Group Continues Steady Growth and Announces New Location in Scottsdale

SilverStone Group Is Well Positioned to Grow as It Continues to Enter New Markets and Add New Capabilities

OMAHA, NE |  SilverStone Group, a resource management organization, announced today that it will open a fifth location in Scottsdale, AZ.

“SilverStone Group’s strong, steady growth and our expanding national footprint are a real tribute to the talent of our people,” says John P. Nelson, Chairman and CEO of SilverStone Group. “Our associates have an exceptional ability to work with clients and generate great value. In everything we do, our people make the difference.”

Nelson believes the organization, which is celebrating its 70th anniversary this year, is well positioned to continue growing: “The current environment within our industry has provided us a great opportunity to leverage our talents and expand our service offerings.” In addition, each new office brings fresh opportunities.

“Scottsdale is an important step toward realizing our 2018 strategic plan and growth goals,” said Merle Riepe, who will be leading the efforts in Scottsdale as SilverStone Group’s Regional Director. “The Phoenix market will benefit from the combination of our in-depth insurance knowledge and the people expertise our Human Capital Consulting Team provides – a risk you can’t protect through insurance coverage.”

For more information, please visit silverstonegroup.com or contact Merle Riepe at mriepe@ssgi.com.

About SilverStone Group

SilverStone Group’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals. Business Insurance ranks SilverStone Group as the 67th Largest Broker of U.S. Business. Business Insurance has honored SilverStone Group from 2010-2014 as a Best Places to Work in Insurance. SilverStone Group is recognized by the Wellness Council of America as a Gold Well Workplace.

SilverStone Group Achieves Gold Well Workplace Award

Omaha, NE, February 20, 2015 – SilverStone Group has been recognized with the Gold Well Workplace Award by the Wellness Council of America (WELCOA) for 2014.

In order to qualify for the award, an organization must demonstrate its commitment to protecting and enhancing the health and well-being of its employees. WELCOA reviewers must examine workplace wellness efforts in seven different areas. By receiving the gold award, SilverStone Group has successfully met the requirements to achieve this designation.

“SilverStone Group is proud to be nationally recognized in our wellness efforts,” said Michelle Miller, Director of Marketing & Communications and co-chairperson of SilverStone Group’s Wellness Activities Group (WAG). “WAG is committed to improving our employees’ lives through our education, wellness activities and functions.”

SilverStone Group Chief Operating Officer and co-chairperson of WAG Mark Matthes added, “It is rewarding for SilverStone Group to be recognized by WELCOA as we strive to build programs that challenge our team members to be the best they can be."

The WAG Committee aims to provide a healthy work environment that encourages growth by fostering exceptional programs and services for Associates that effectively promote well-being, quality performance and community involvement.

The award must be applied for every three years to keep in good standing. SilverStone Group first received the Gold Well Workplace Award in 2000 and then again in 2003, 2006, 2008 and 2011. The Gold level recognizes organizations that have developed comprehensive programs which produce results for their employees. Organizations of all kinds compete to be recognized as one of America’s healthiest companies.

SilverStone Group is an employee-owned firm with 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty, risk management, employee benefits, business insurance and financial planning services to employers and individuals. Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com or visit www.silverstonegroup.com.

Stephanie Sands Joins SilverStone Group Human Capital Consulting Team

Omaha, NE | SilverStone Group welcomes Stephanie Sands as a Consulting Associate in the Human Capital Consulting department.

As a Consulting Associate, Stephanie will provide support on employee selection and engagement projects, team building and leadership development initiatives, as well as conduct research on best practices in the field of Human Capital Consulting. She is currently working toward her master’s degree in Industrial/Organizational Psychology and expects to graduate in May of this year. Stephanie has experience with leadership development, facilitation, selection and performance management. She has also completed extensive research on creative problem solving, meeting effectiveness, team learning and group dynamics.

SilverStone Group is an employee-owned firm with 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Roberto Castro Plays for Iowa and Nebraska Charities

rcOmaha, NE | Birdies 4 Charity – SilverStone Group and Roberto and Katie Castro have joined forces again to benefit three regional philanthropies: Big Brothers Big Sisters of the Midlands, Boys & Girls Club of the Midlands and TeamMates. Last year, the partnership raised over $32,000 for Camp Twin Lakes.

SilverStone Group has been sponsoring Mr. Castro, the former Georgia Tech All-American, since he earned his PGA Tour card. For every birdie and eagle that Castro makes during the 2015 season on the PGA Tour, the company will donate $100 and $200, respectively. The charities will divide the proceeds at the end of the season. Birdies 4 Charity will be keeping a running total at www.birdies4charity.com and you can follow the action at @Birdies4Kids on Twitter and “liking” Birdies 4 Charity on Facebook.

Big Brothers Big Sisters of the Midlands
Changing perspectives. Changing lives. For more than 55 years, Big Brothers Big Sisters of the Midlands has operated under the belief that inherent in every child is the ability to succeed and thrive in life. As part of the nation’s largest donor and volunteer supported mentoring network, Big Brothers Big Sisters of the Midlands makes meaningful, monitored matches between adult volunteers (“Bigs”) and children (“Littles”), ages 7 through 18, in the Omaha/Council Bluffs community. We develop positive relationships that have a direct and lasting effect on the lives of young people. Visit www.bbbs.org for more information.

Boys & Girls Clubs of the Midlands
Boys & Girls Clubs of the Midlands provides programs that create happy and healthy children today, while building a foundation of success for tomorrow – impact for a better future. This begins with the imperative to provide a safe environment that keeps kids engaged, active and happy in the hours after school, during vacation periods and throughout the summer months. Research shows that during periods of idleness and boredom, kids are vulnerable to peer pressure, violence and other risky activities. The risks are even higher for children from disadvantaged circumstances. BGCM minimizes those risks by engaging young people in activities with positive adult role models and peers, enabling them to learn powerful life skills. Visit www.bgca.org for additional information.

TeamMates
Tom and Nancy Osborne founded the TeamMates Mentoring Program in 1991 in an effort to provide support and encouragement to school aged youth. The goal of the program is to see youth graduate from high school and pursue post-secondary education. To reach this goal, youth meet one hour per week with a caring adult who serves as a mentor. Mentors are volunteers from the community who have dedicated themselves to making a difference in the life of a young person. Mentors give youth a sense of hope, purpose and vision. The TeamMates Mentoring Program currently provides a mentor for over 7,000 youth across Nebraska and Iowa. For more information, visit www.teammates.org

Headquartered in Omaha, Nebraska, SilverStone Group is a privately held, employee-owned firm that provides risk management, employee benefits, human capital consulting and financial planning services to employers and individuals throughout the United States.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Jen Jacobsen Joins SilverStone Group Risk Management & Regulatory Affairs Team

Omaha, NE | SilverStone Group welcomes Jen Jacobsen as an Advisor in the Professional Risk Services Division.

As an Advisor, Jen Jacobsen brings a wealth of experience and knowledge to the Professional Risk Services Team. At SilverStone Group, Jen will use her business and legal background, as well as her experience in the healthcare industry to provide risk management consulting to bridge the gap with other advisors who work with our clients. This is especially important for emerging risks that are uninsurable or where an understanding of increased regulation and human capital risk can help organizations reduce costs or develop a competitive advantage. Jen will focus on industries within our property and casualty division that have significant professional liability exposure. Those industries include healthcare, education, law firms and technology companies. Jen will also be involved in research and development of new consulting and the use of data analytics to help clients identify and quantify exposures to loss.

Prior to joining SilverStone Group, Jen ran a skilled nursing facility for a national senior care organization. During this time, she gained invaluable experience in strategic and operational risks that affect the kinds of clients she will work with at SilverStone Group. Jen received her Bachelor of Science in Business Administration from the University of Nebraska at Kearney. She went on to earn her Juris Doctor (JD) at Creighton University School of Law.

SilverStone Group is an employee-owned firm with 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.