The quality and caliber of our leadership team is one of our company’s greatest assets and helps us deliver the highest quality services (and results!) to our clients.

Terriann Procida

Chief Executive Officer/Founding Partner

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Mark Sulpizio

Founding Partner

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John Romaska

Vice President, Benefits Consulting

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Tamalyn Wandler, Esq., LL.M

Director of Compliance and General Counsel

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Elizabeth Ferroni

Executive Account Consultant

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Erica Polaneczky, MSN, APRN, ANP-C

Nurse Advocate

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Lauren Urbanski

Executive Account Manager

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Andrew May, AIF®CFP® ·

Director of Retirement Services

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Lindsey Hancock

Director of Marketing

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Trump Account Proposed Regulations: What Employers Need to Know

September 17, 2026

| Compliance

New Trump Account Proposed Regulations Give Employers a Roadmap for Implementation Aug. 17, 2026 Employers interested in adding Trump Accounts...

IRS Releases ACA Affordability Threshold and ESRP Penalties for 2027

September 14, 2026

| Compliance

The IRS released Rev. Proc. 2026-26,announcing an increase in the ACA Affordability Contribution Rate from 9.96% in2026 to 10.22% for the...

PCORI Fee is Due July 31, 2026

July 08, 2026

| Compliance

The Patient-Centered Outcomes Research Institute (PCORI) fee deadline is around the corner. In Notice 2025-61, the IRS adjusted the applicable...

Explore More Of Our Blogs

Terriann Procida

Mark Sulpizio

John Romaska

Tamalyn Wandler, Esq., LL.M

Elizabeth Ferroni

Erica Polaneczky, MSN, APRN, ANP-C

Lauren Urbanski

Andrew May, AIF®CFP® ·

Lindsey Hancock

Latest News and Updates

Trump Account Proposed Regulations: What Employers Need to Know

IRS Releases ACA Affordability Threshold and ESRP Penalties for 2027

PCORI Fee is Due July 31, 2026

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