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 (Founder)
Terriann Procida is a founding partner of the employee benefits firm, Innovative Benefit Planning, LLC, and has over 25 years of experience in the insurance industry, providing employee benefit services to business owners and executives nationally. Her experience working with diverse businesses throughout the region has helped Terriann to identify key challenges that employers face. As a business owner herself, Terriann brings a valued perspective when assisting her clients in their benefit decisions. She has received many accolades from her clients and colleagues over the years. Terriann was recognized with Samaritan Healthcare & Hospice’s “Circle of Excellence Award,” and was most recently appointed Chairwoman of the 2016 United Benefit Advisors… Read More »
Mark Sulpizio (Founder)
Mark W. Sulpizio is a founding partner of the financial and employee benefit consulting firm of Innovative Benefit Planning, LLC, located in Moorestown, New Jersey. Mark also functions as the Practice Lead for the firm’s Qualified Plan Practice, Innovative Investment Fiduciaries, LLC, and is also a Director at Main Street Financial Life Management, LLC, an independent Registered Investment Advisory firm with offices in South Jersey. Mark earned his Masters of Science in Taxation from Philadelphia University, and also holds Accredited Investment Fiduciary (AIF) designation. He attained his undergraduate degree from Penn State University. Mark is a past president and long-time member of the Moorestown Breakfast Rotary Club and an active… Read More »
Dan Foley (Vice President, Consulting)
Dan has over 14 years of consulting experience with middle market employers in workforce management and employee benefits. Dan is a Certified Corporate Wellness Specialist® and has helped many employers implement alternative funding plan designs and wellness programs with a measurable ROI. These advanced strategies have helped Dan’s clients achieve a “negative trend,” while increasing employee health and productivity. Dan has a Bachelor’s of Finance Degree from Seton Hall University, has served on an advisory board of a Fortune 100 company and on the All-Star Consulting Panel at the United Benefit Advisors Fall Conference in 2013 and 2014. Dan is licensed in Health, Life, and Disability Insurance and is also… Read More »
Ryan Kastner (Vice President, Consulting)
Ryan Kastner joined Innovative in 2013 as a Consultant and was promoted to Vice President in 2017. With nine years of experience in the insurance and payroll industry, Ryan provides exceptional service to companies and executives across the country. As an Investment Advisor Representative, a Certified Corporate Wellness Specialist and having completed the rigorous International Foundation of Benefits Employee Benefits course, Ryan is considered an expert in the healthcare industry and advising Retirement Plan sponsors. In addition, he is in the process of obtaining the highly respected Certified Employee Benefits Specialist (CEBS) designation. Ryan is committed to HR support through his continual education in the fields of Employee Benefits, Retirement… Read More »
Eileen Green, SHRM-SCP (Chief Operating Officer)
As COO, this key position is integral to ensuring that Innovative has the proper operational controls, administrative and reporting procedures to provide operational excellence across our company and for our clients. This role includes collaborating with the leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the growth objective of our organization. Prior to accepting this position, Eileen spent over 22 years for a Philadelphia based employee benefits firm in various compliance and management roles, including seven years as Executive Vice President and Director, Human Capital Division and 12 years as Chief Operating Officer and Chief Compliance Officer. During this… Read More »
Jay O’Brien (Vice President of Financial Operations )
Jay O’Brien serves as Vice President of Financial Operations for Innovative Investment Fiduciaries, LLC (IIF). As Vice President of Financial Operations, Jay is the IIF business practice lead, providing guidance and solutions that help our clients and their employees take charge of their financial lives. Jay manages all aspects of Innovative’s qualified services operations, including advising client C-suite executives on vendor selection, plan design, nondiscrimination testing, and acquiring and divesting existing retirement plans. He also conducts personal consultations and participant seminars, as well as overseeing final presentations and requests for proposals. Jay also serves as IIF’s Chief Compliance Officer, with responsibility for regulatory compliance for the firm and assisting clients… Read More »
Lisa Hill (Director of Compliance)
As Director of Compliance, Lisa is an important asset to Innovative’s leadership team, employees, and clients in ensuring all compliance needs are met. Lisa is critical in guiding Innovative and our clients through federal, state, and industry regulations and standards. She is responsible for developing, overseeing, and evaluating control systems to prevent or deal with violations of legal guidelines and internal policies. Moreover, Lisa is a valuable resource to guide our clients through the proper steps and identify potential liabilities associated with various employee benefits options. Prior to accepting this position, Lisa spent 16 years as an attorney with law firms in California. During that time, she litigated wage and hour… Read More »
John Romaska (Director, Benefits Consulting)
As Director of Benefits Consulting, John is responsible for strengthening and maintaining Innovative’s relationships with its’ current clients and ensuring the continued growth and profitability of their employee benefits practice. John graduated from Rutgers University with a degree in Finance. Prior to accepting this position, he served as Benefits Manager for the largest publicly held water utility company, American Water Works, based out of Voorhees, NJ. Preceding his time at American Water, John spent over 10 years in a benefits consulting practice; eventually selling his interest in 2013. During this time, John gained extensive experience partnering with Human Resources and C-level executives of mid to large size corporations to understand… Read More »
Jamie Bratton (Director of Marketing and Communications)
As the leader our marketing department, Jamie is responsible for establishing and implementing strategic, creative and tactical communication plans across every Innovative business unit. Jamie works closely with our clients and internal team to expand our partnerships through advanced communication strategies and education for their employee population. Prior to accepting this position, Jamie spent 15 years in various marketing positions. During this time, she specialized in developing innovative and strategic marketing and business development programs to strengthen organizations brand awareness and market share. She started her career in dental medical devices and most recently worked for a local South Jersey law firm creating print and digital marketing campaigns and strategic… Read More »
Patricia Pellicore, CWP (Director of Wellness and Engagement )
As Director of Wellness and Engagement, Patricia manages, develops, grows, and promotes the numerous positive features of Innovative’s wellness initiatives. One of her roles is developing program strategies, analyzing biometric testing, health risk assessments, pharmaceutical use, and claims data to provide effective individualized initiatives around health education and disease management. She also develops wellness seminars, training courses and communication materials for our clients. Moreover, Patricia is a valuable resource for our member population. Prior to accepting this position, Patricia spent more than 20 years designing and implementing employee engagement and wellness programs. She most recently served as the Director of Wellness Operations for a personal health advocacy organization. In this… Read More »
Erica Polaneczky, MSN, APRN, ANP-C (Nurse Advocate)
As part of our Workplace Wellness team, Erica helps Innovative build, plan, coordinate, and deliver health promotion activities tailored specifically for each client’s company culture and member population. She works with our internal team and our clients to improve health and wellness opportunities and outcomes while increasing the accessibility of care and reducing costs. Erica also develops and presents seminars on health and wellness to our clients, and coach and counsel individual client-members to help them achieve optimal health. Erica’s healthcare expertise can help clients navigate the healthcare system, including interpreting physician instructions and medication compliance. Prior to accepting this position, Erica spent more than 15 years providing pre-admission testing… Read More »
Elizabeth Ferroni (Executive Account Manager)
As Executive Account Manager, Elizabeth is responsible for managing relationships, processes and strategies with our clients and ensuring the continued growth, retention and profitability of their employee benefits program. In addition, Elizabeth assists in client development through the efficient management of back office operations, leads account management, and works with our internal team to develop new products and services that can improve our client’s services. An invaluable resource to our clients and member of the Innovative team, Elizabeth brings over ten years of experience in the benefits administration field. She received her Bachelor’s of Business Administration Degree in Risk Management & Insurance from Temple University and earned the Registered Health… Read More »
Shemelia M. McClain (Executive Account Manager )
As Executive Account Manager, Shemelia is responsible for strengthening and maintaining Innovative’s relationships with its current clients and ensuring the continued growth and profitability of their employee benefits programs. In addition, Shemelia manages the day-to-day projects of account managers and other internal team members to ensure a high level of client satisfaction and account competency. Shemelia brings to Innovative more than 20 years of experience as an account manager and leader in the employee benefits industry. Prior to accepting this position, Shemelia served as the Senior Account Manager for a Philadelphia-based employee benefits firm where she was responsible for providing strategic, creative financial and employee benefit solutions to 501(c) 3… Read More »
Feedback From Our Happy Customers
The Innovative team is well respected at AFS. My staff and I feel they are an extension of our HR team! Since implementation, they have always remained committed to assisting AFS with all of its healthcare needs; in fact, it doesn’t matter what time of day, they always respond in a timely manner.
Each year they come up with fresh material so our employee’s interest is always peaked. A few years ago, Innovative provided us with documentation to show that moving from a fully insured program to self-insured would be more cost effective for AFS, and it has been! Innovative has truly made our jobs easier so we can focus on other tasks.
Resource Renewal is lucky to have had IBP by our side for over 25 years. They provide a level of service you just can’t find in the healthcare insurance and benefit space.
If your not using IBP you are losing money and not providing you team with the best resources to navigate the complex world of benefits.
As an HR professional, Innovative makes my job easier and benefits administration much less overwhelming than it would otherwise be.
They are truly a partner with me to make sure our team members have the best benefits and service around their benefits that we can offer. Innovative’s team is responsive, professional and resourceful. (They are at the forefront of knowledge in many areas, including ACA reporting and compliance, which can get highly complicated.)
As a client for the last 4 years, we love working with our Innovative Benefit Planning team because of their service model, scope , depth and quality of expertise in handling our benefits and renewals.
Their level of commitment just keeps getting better each year. They have more than met our expectations on renewal negotiations, response time, assistance with ongoing plans, open enrollment material, meetings, support, bill auditing, and wellness programs.
Since our partnership with Innovative Benefit Planning in 2017, it has been a seamless one. Innovative always provide options, suggestions and recommendations when it comes to our benefits renewal.
Innovative is always present even when open enrollment ends, their year round communication reminds me that I can always reach out for help at any time. Their professionalism is the utmost one can expect. My account representative Jenni is wonderful, courteous, knowledgeable and very helpful.
We have been dealing with Innovative Benefit Planning for many, many years. They have given us nothing but exceptional service.
We can pick up the phone or email them and they always resolve our questions and take care of our employees insurance issues in a very timely manner. They negotiate our insurance rates every year and have managed to reduce the increase every year. Every account manager we’ve had throughout the years have been great to work with.
I have been working with Innovative Benefit Planning for over six years. Previous to Innovative, I had used the same broker for about 25 years. I was used to doing everything myself during open enrollment with my previous broker.
When Innovative came on board, I was pleasantly surprised how “on top” of things they were. I never have to call them and bother them about getting rates to me for open enrollment, as they are in touch with our carriers on a regular basis, and they get me my information for open enrollment as soon as they receive it from the carriers.
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Our actions define our company.
When it comes to your business, you wouldn’t just trust anyone. That’s why at Innovative, we pride ourselves on being a trusted source — and we show it by focusing on your goals and delivering value.
Your culture drives our work.
Doing what’s right for people is the key to long-term relationships where everyone benefits. And, it’s why our clients rest assured, knowing we always have their best interests at heart.
Expertise drives better outcomes.
At Innovative, we take pride in our expertise. We employ and partner with experts across the Benefits Planning and Financial Services industries so we can deliver the best results to our clients. And, our capabilities are reflective of the experts we have on staff in the fields of:
- Employee Benefits
- Retirement Plan Consulting
- HR Consulting