SDCERA Team Biographies

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4 SDCERA Team Biographies Your Hewitt Team The primary team members are outlined below. Team biographies follow the list of team members and their roles. Proposed Team Executive Sponsor Lee Reichenbach* Client Lead(s) John Bagley* Health Management Project Management Stephen Murphy** Health Management Actuarial Support Nicolas Billard* Noel Thomas Kent Levihn Health Management GASB Expert Retiree Health Expertise Analyst(s) Stephanie Nguyen* Health Management *indicates consultant who is a licensed life and disability agent in California. **indicates consultant who holds a non-resident license and whose California is pending. Lee Reichenbach Executive Sponsor We propose that Lee serve as our Client Lead/Account Executive for SDCERA. As part of this role, Lee will provide account oversight and support to the project managers, team members and subject matter experts related to all services Hewitt provides to SDCERA. Lee manages the West Region of our Health Management practice and brings over 30 years of experience in the health care industry and in the leadership of our client teams. She is based in Newport Beach, California and has worked with many clients on total compensation strategy and implementation. She consults in all areas of benefits including plan design, financial analysis, health care cost management, and negotiations with insurance carriers. She also has been involved in the development of many of cost saving and plan efficiency tools used to examine existing health plan contracts. Lee is involved in many organizations and forums and is responsible for maintaining relationships with national and local carriers. In addition, she serves as a guest lecturer at the University of California, Irvine s MBA program. Before joining Hewitt, Lee was a Senior Group Insurance Underwriter for a major insurance carrier. Lee s clients include Kaiser Foundation Health Plan, Hilton Hotels Corporation, J.R. Simplot Company, and Occidental Petroleum. Lee received her BA in Management Science from the University of California, San Diego.

5 John W. Bagley, FSA, MAAA Client Lead Health Management John is a firm Principal, an actuary and one of our most experienced benefits consultants based in our Newport Beach office. In his current role, John has client service oversight responsibility for some of Hewitt s most prominent West Coast clients ensuring the solutions we deliver to our clients exceed their expectations. John has more than 18 years management and consulting experience, the last 12 with Hewitt. He has worked not only with private and public universities in California, but also with West Coast clients in the entertainment, information technology, financial services, and food businesses. John has extensive experience in health plan and provider systems evaluation, health policy negotiations and project management in employer, multi-employer and coalition purchasing contexts. Prior to joining Hewitt Associates, John worked with insurance and reinsurance companies in the design and pricing of their managed care programs. John is a graduate of Pacific Lutheran University, Seattle, with a Bachelor of Arts Degree in Economics. He has subsequently received his Fellowship with the Society of Actuaries and is a member of the American Academy of Actuaries Stephen E. Murphy, CEBS Project Management Health Management Steve is a senior Health Management Design consultant in our Newport Beach office. He has over 20 years of employee benefits management experience as a consultant partnering with organizations to ensure their benefit programs support their human capital strategy. His consulting responsibilities encompass a broad range of activities in health and welfare program strategy and design, claim reporting and data analysis, and vendor evaluation and management. Recent projects have involved the implementation of consumerism strategies to support behavior change among health plan members; vendor selection, performance management audits of claims administrators; and legislative compliance projects including HIPAA Privacy and Security compliance. Stephen has earned a M.S. in Human Resource Management from Boston University and a B.S. in Business Administration from the University of Southern California. He has also received the Certified Employee Benefits Specialist (CEBS) designation and Certificate in Global Benefits Management from the International Foundation of Employee Benefit Plans. He has partnered with nongovernmental agencies and nonprofit organizations like Farm Credit Foundations and ThedaCare, as well as commercial entities like Best Buy, Cargill, Inc., Hormel Foods Corporation, Land O Lakes, Inc., Select Comfort Corporation, and Target. Nicolas Billard, FSA, MAAA Actuarial Consultant Nicolas is an actuarial benefits consultant in Hewitt Associates Newport Beach office. He is working with business leaders in different areas such as the information technology, pharmaceutical, retail, and health care. His main clients include Intuit, Allied Waste, AutoNation, and McKesson. He specializes in the analysis of risk associated with the pricing, designing, underwriting, and reserving of benefit programs. He also works on the Medicare Part D with many clients. Prior to joining Hewitt Associates, Nicolas worked with another consultant company based in Canada with similar responsibilities in the healthcare market.

6 Nicolas is a graduate from Laval University, Quebec, with a B.A. in Actuarial Sciences, in which he has subsequently received his Fellowship with the Society of Actuaries and is a Member of the American Academy of Actuaries. Noel J. Thomas, FSA, EA, MAAA Senior GASB 45 Consultant and Actuary Noel is a Fellow of the Society of Actuaries, an Enrolled Actuary, and a Member of the American Academy of Actuaries. Noel advises public and private institutions on all aspects of retirement plans and postretirement welfare plans including design, GASB/FASB accounting, funding calculations, Medicare integration, and plan administration issues. Noel co-leads Hewitt s GASB Center of Excellence and he has worked closely with the GASB on a number of accounting issues. Noel also currently has a leadership role in assisting public entities address GASB 45 accounting, medical and LTD design issues, and he serves as a national resource for consulting on these issues. He has also worked extensively with GASB staff to respond to client issues and questions. Noel also speaks regularly on GASB accounting and retiree medical design issues. His recent speeches include presentations on: The Impact of GASB 45 and Emerging Strategies for Post Employment Benefits" (2007 National Association of College and University Business Officers (NACUBO) Webinar Series); Tackling the Retiree Medical Nightmare Strategic, Financing, Accounting and Plan Design Issues for Public Institutions" (2006 Annual Conference; National Association of State Universities and Land Grant Colleges); Understanding GASB 45 and Implications for Health Insurance Plans (America s Health Insurance Plans 2007 Audio Conference Series); Strategic Financial Issues for HR and Benefits Leaders (Hewitt s 2006 Fall University Pathfinder Group Meeting); and Understanding and Implementing GASB 45 (Wilmington Trust GASB 45 Webinar). Some of Noel s recent clients include University of Michigan, University of Iowa, TIAA-CREF, and Goldman Sachs. He has been working with Hewitt Associates for 11 years. He earned a BS in Applied Mathematics and Economics from Johns Hopkins University. Kent E. Levihn, FSA, MAAA, FCA, EA Actuarial Support Kent is a Hewitt Associates Principal located in The Woodlands, Texas. He leads the West Region Health Management Actuarial Practice. Kent has 30 years of consulting experience in all phases of employee benefits including health care, retirement and financial security, time away from work benefits, and voluntary benefit programs. A qualified health care and retirement actuary, Kent is one of Hewitt s experts on retiree medical benefit issues. He joined Hewitt Associates in Kent has assisted many organizations in the development of health care and benefit program strategies. He has significant experience in the design and implementation of qualified retirement programs, health and well being programs, and executive benefit plans. He has assisted a number of organizations in the development of financial management strategies for all types of benefit programs.

7 Kent has consulted with many major organizations including: Abbott Laboratories, Allstate Insurance Company, Anheuser-Busch, The Arab Republic of Egypt, AT&T, CenturyTel, Inc., Chevron Corporation, ConocoPhillips Company, Dell Inc., Hilton Hotels, Kaiser Foundation Health Plan, Inc., Southwest Airlines, TXU Corp., and Wal-Mart Stores, Inc. Kent is a Fellow of the Society of Actuaries, a Fellow of the Conference of Consulting Actuaries, a Member of the American Academy of Actuaries, an Enrolled Actuary, and a Member of the International Actuarial Association Health Section. Kent has a B.S. degree in Actuarial Science and Business Administration from Ball State University. Stephanie Nguyen Health Management Analyst Stephanie is a Healthcare & Benefit Analyst, working in Hewitt Associates Newport Beach office. She brings 10 years of experience in the healthcare industry. Stephanie consults in all areas of benefits including plan design, financial analysis and renewal negotiations. Stephanie s clients include: Republic Services, Inc; Loyola Marymount University; and Kaiser Foundation Health Plans. She will be consulting on vendor selection projects for medical, dental, vision, disability and life insurance. She also works closely with our healthcare actuaries to setup and develop quarterly Claims Experience Monitoring Reports for our clients. Prior to joining Hewitt Associates, Stephanie worked with Pacificare/UnitedHealth Group as an Associate Account Manager managing RFPs, renewals, & client services for Fortune 500 companies such as Boeing, Verizon Communications, Alcoa, etc. Stephanie graduated from Cal State of Fullerton, CA, with a Bachelor of Arts Degree in Business Administration Finance. Currently, she is licensed for the following states: AZ, CA, CO, NV, OK, OR, TX, & WA.

8 Hewitt s Retiree Healthcare Experience The retiree health care market is evolving rapidly, which creates significant design and strategy opportunities for organizations sponsoring retiree health care programs. This market evolution presents plan sponsors with a unique opportunity to review their retiree health care commitments to maximize design and savings opportunities while ensuring that their programs continue to support key association, human resource, and participant objectives. In light of these opportunities, we have helped many of our clients conduct comprehensive reviews of their retiree health care strategy over the last three years, and we are currently in the process of assisting a number of clients in this important area. Many of our clients have considered and implemented new and emerging Pre-65 and Post-65 strategies which better support their ongoing objectives, and these new approaches can include unique vendor partnerships. Needless to say, this is an excellent time to review your strategy! As your health care consulting partner, we will work to clearly understand your current program, culture, key benefits objectives, and member needs. This will help us to effectively support your retiree health care strategy review and we are excited to have the opportunity to partner with you on this important initiative. We have extensive experience, data, and tools which we have leveraged to support retiree health care strategy needs. Over the past three years, we have also developed new tools and databases to support specific Medicare Reform strategy analysis. We can leverage these to support this project for SDCERA. We may find that we will want to leverage a subset of our expertise to support SDCERA s specific project needs, but the following is an overview of our broader capabilities. Deep Retiree Health Care Consulting Experience Consulting on retiree health care is a core competency for Hewitt. We have been consulting with plan sponsors on active, Pre-65, and Post-65 retiree health care benefit strategy and funding issues for years and have successfully managed complex retiree health care analyses for our largest clients. Most recently, we have helped over 300 clients develop strategies in response to Medicare Reform and over 100 clients communicate changes to their Pre-65 and Post-65 retiree health care programs. Additionally, we currently manage the FAS 106 and GASB 45 valuations for nearly 400 clients and support the delivery of retiree health care benefits via our administrative platform for approximately 100 clients. We will provide SDCERA with access to our best and most experienced retiree health care consulting resources. As a firm, we have developed a multidisciplinary team of consultants with experience in the critical areas required to support effective retiree health care analysis, strategy development, strategy execution, and program implementation and ongoing management. Our broader retiree health care strategy team includes the following: Health Management Consultants who understand the issues and alternatives related to all the key constituents: the plan sponsor, the retiree and the benefit plan provider; Legal Consultants who have mastered all relevant regulatory issues; Pharmacy Consultants with extensive knowledge of the PBM market;

9 Actuaries to develop models and support key quantitative analyses; Communication experts to maximize understanding and value to retirees and drive retiree behavior; Research Consultants who collect and analyze data and who are close to Washington and new legislative developments; and Administrative and Outsourcing Professionals who know what it takes to administer retiree benefit plans and understand the unique needs of retiree populations. Medicare Reform With respect to Medicare Reform, our multidisciplinary team of retiree health care experts has been involved from the very beginning of the federal legislative process. We have provided both insights to Congress on the potential market implications of the new Medicare legislation and comments regarding key employer issues and perspectives. We are also in ongoing discussions with the Centers for Medicare and Medicaid Services (CMS) to clarify federal guidance and ensure employer and broader market concerns are heard and addressed. As a result, we can provide valuable insights to clients interested in maximizing the opportunities created by Medicare Reform and manage the challenges that the market has experienced as it has responded to the legislation. Robust Employer Data We have two robust databases of retiree health care strategy information. These provide valuable insights into the current retiree health care market, the challenges plan sponsors are facing, and the directions in which they are likely to take their programs in the future. These databases can be used to benchmark the competitive position of a plan sponsor s current strategy relative to a targeted comparator group and understand the competitive implications of potential strategy changes. Additionally, these databases can help insurers and health care vendors understand the large plan sponsor retiree health care market and how they may position their products and services to meet their clients evolving needs. 1) Benefit SpecSelect 1 Our Benefit SpecSelect database is updated annually and contains information on the principal benefit plans for salaried employees of 950 major U.S. employers, including their current Pre-65 and Post-65 retiree health care strategies. The 2009 database includes information from 79% of the Fortune 100 and 54% of the Fortune 500 companies. 2) Kaiser/Hewitt Survey on Retiree Health Care Benefits We have been partnering with The Kaiser Family Foundation since 2001 to conduct an annual survey of large employer Pre-65 and Post-65 retiree health care programs, issues, and strategies. The survey includes one-of-a-kind comprehensive and detailed information for over 300 large private-sector companies with at least 1,000 employees that currently offer retiree health care benefits. The most recent survey focused on employer strategies in light of Healthcare Reform and includes data from 36% of the Fortune 100 and 22% of the Fortune 500 companies. In addition to using the overall results across all employers, we can develop custom data cuts by employer size, industry, etc. to develop more refined comparisons and market analysis. While this data doesn t include public sector clients, we will use the data to guide us in our evaluation of various options for your specific population. Retiree Health Care Administrative Expertise We are well known for our leadership in the active and retiree group benefits administration and customer service arena and currently support the health and welfare program administration for 90 large and complex programs providing benefits for 1.6 million retirees. We work with every major national and regional health plan provider to service our clients and are keenly aware of the specific health plan vendor administrative 1 Benefit SpecSelect is a trademark of Hewitt Associates LLC.

10 issues, key requirements, legislative impacts, and potential pitfalls. We will utilize these insights to assist SDCERA in selecting vendor partners best suited to meeting your administrative and financial objectives. Retiree Health Plan Election Patterns and Choicemaking Feedback Through our benefits outsourcing platform, we talk to thousands of retirees every day about the benefit programs we design, the vendors we implement, and the challenges they face. We study their decisionmaking behavior and the types of benefit choices they make, and answer their questions regarding how their benefits and vendors work. This retiree feedback collection process functions as an ongoing and robust retiree focus group. This allows us to uniquely inform our retiree health care subject matter experts who design solutions that meet plan sponsor, retiree, and vendor needs. Industry Leading Retiree Health Care Strategy Data and Analysis Tools We can offer a variety of data and tools to assist our clients with a review of Pre-65 and Post-65 retiree health care strategy and emerging market opportunities. This includes tools we have recently developed to track the evolution of the market and support employer Medicare Reform strategy analysis. What Differentiates Hewitt? By working with Hewitt, SDCERA will have access to a multi-disciplinary team of the best retiree health care benefit professionals the market can offer. These resources have the technical skills and client/participant experiences to provide the support and consulting advice to develop a competitive retiree health strategy that successfully increases member satisfaction. We say this based on our unique blend of: Expertise: We know the retiree health care market the carriers, their products and plan sponsor and retiree experiences with them. We will utilize our work across our 400 benefits consulting and outsourcing clients to bring you our best thinking relative to new products and services offered by the major carriers as well as other critical information relevant to the success of this project. Tools and resources at our fingertips: We invest over $10 million each year in our market leading tools and resources. Whether it s our complete inventory and specs on over 2,000 active and retiree health plans across the nation, our work with the Kaiser Family Foundation to design and administer each year the definitive survey on retiree health trends and practices, actual book of business discount data for all of the major health plan networks in each 3-digit zip code, etc. Our data lets us quickly and efficiently get to solutions for our clients. Ability to align HR strategies with organizational objectives: For nearly 70 years, we've focused exclusively on human resources. We are a full service HR consulting and administration firm. We work with clients, their members, and their vendors every day. We have a proven track record of delivering results. Comprehensive problem solving approach: We approach a problem by digging under the surface to make sure the right questions are being asked. We do not use a cookie cutter or off-the-shelf approach. Our proposed strategies solve the under lying problem, not just the symptoms.

11 About Hewitt Hewitt s Wide Range of Services Hewitt is a full-service Human Resource consulting and outsourcing firm. As such, we provide a wide range of services that may be of interest to SDCERA. Hewitt Associates Benefits Outsourcing and Delivery Health Care Talent and Organizational Consulting HR Business Process Outsourcing Communication Retirement and Financial Management Specific to this Request for Proposal, we believe the following services provided by our Health Management and Communication Consulting Practices are most relevant and of greatest interest to SDCERA: Strategy and Design Consulting Hewitt can help you develop a health and welfare strategy and evaluate benefit coverage options for members given their location and demographics. Working with your specific criteria, our consultants help you best meet your unique requirements and develop benefit design and pricing strategies. Health Plan Selection, Renewal, and Relationship Management Hewitt manages your health and welfare plan selection and renewal process to assist you with contracting with the most comprehensive and cost-effective providers, resulting in greater cost efficiencies and improved member satisfaction levels. Vendor Management Ongoing throughout the year, we work with you to identify and address vendor performance issues and to monitor performance guarantees. Health Financial Analysis and Actuarial Services Hewitt performs trend, utilization, funding, large claim and stop loss analyses to keep your health benefit plans financially sound. We also work with you to determine the appropriate employee contribution strategies and develop funding projections for your programs, as needed. Compliance Services Hewitt can support SDCERA s compliance through monitoring of applicable state and federal law and GASB and FAS 106 valuations. Prescription Drug Consulting We provide specialized expertise in the areas of strategy and design, financial deals, bidding and selection, implementations, contract negotiation, measurement (audit and operational assessments), and clinical programs assessments. Hewitt combines the clinical expertise of

12 pharmacists and physicians, the financial expertise of actuaries, and the business expertise of our consultants to develop solutions to pharmacy cost management. Wellness/Disease Management Hewitt provides consulting to case management and disease management administrators efforts that are relevant to retiree populations. Health and Welfare Plan Audits and Assessments The Hewitt Audit Group was formed over 25 years ago. To date, we have performed more than 1,200 assessments and audits. Hewitt s audits help clients get the best possible service from their administrators, and provide these administrators with an opportunity to demonstrate the true quality of their current plan management services. Communication Services Hewitt can support SDCERA s objectives by effectively informing and educating members and by helping to change their behaviors. We do not limit the number of clients that we service. Our client roster includes more than 3,000 organizations around the world, and our Health Management Practice serves approximately 400 clients. We have experience working with client organizations of all sizes. Our typical clients range in size from 1,000 employees to over 100,000 employees, with an average size of 25,000 35,000. Approximately 25 percent of our clients have less than 10,000 lives. Hewitt s Organizational Structure Hewitt Associates, Inc. is a publicly traded company (NYSE:HEW). Hewitt Associates LLC is a wholly owned subsidiary of Hewitt Associates, Inc. that serves as Hewitt s operating company in the United States. We have been in business for more than 65 years as a leading global provider of human resources outsourcing and consulting services. Our parent company manages multiple other subsidiaries to provide services to our clients worldwide. Our three business segments benefits outsourcing, human resources business process outsourcing, and consulting help clients develop, implement, and deliver strategies and programs that embed effective human resources business process design, administration, and technologies into our business environment. At the same time, these services help our clients manage the complex human elements necessary to acquire, develop, motivate, and retain the talent required to meet business objectives. Simply put, human resources is not a peripheral business for us. It shapes our identity, our vision, and our plans for the future. This is reflected in the human resources outsourcing and delivery we provide to our clients, as well as in the trusted partnerships we have developed. At this time, Hewitt does not anticipate any organizational changes that would have a material impact on our human resources outsourcing or consulting businesses and the way in which we deliver service to our clients. However, as a public company, we are not able to comment on future developments.