Join EBRI’s Center for Health Care in Retirement as we discuss:
  • Saving for health care costs in retirement
  • Health Savings Accounts (HSAs)
  • Retiree health benefits – Recent Developments and Outlook
Speakers include:
  • Edward A. Kaplan, Senior Vice President, National Health Practice Leader, Segal Consulting
  • Paul Fronstin, Director of EBRI’s Health Research and Education Program
  • Lori Lucas, CFA, President and CEO of EBRI
Date: November 15, 2018
Time: 2:00 – 3:00 pm Eastern Time

Edward A. Kaplan, Senior Vice President, National Health Practice Leader, Segal Consulting

Mr. Kaplan is a Senior Vice President and the National Health Practice Leader in Segal’s New York office.

In addition, he leads Segal’s Medical Stop Loss Leadership Group and supports the New York Health
Alliance. Mr. Kaplan has more than 30 years of experience in the benefits industry and has specialized
expertise in pricing and plan design strategies for managed medical, dental and prescription drug
programs. He works with companies, governments and collectively-bargained plans (including a statewide
retirement health plan system, coalition of entertainment industry health plan sponsors and the
collectively-bargained workers of a national transportation employer). In 1996, Mr. Kaplan created the
Segal Health Plan Trend Cost Survey , now a standard in the industry, and client appreciation and use of
the survey has contributed to Segal’s national reputation as a leader in prescription drug plan benefit
consulting and pharmacy benefits management consulting.

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Paul Fronstin, Director of EBRI’s Health Research and Education Program

Paul Fronstin is Director of the Health Research and Education Program at the Employee Benefit Research Institute (EBRI), a private, nonprofit, nonpartisan organization committed to original public policy research and education on economic security and employee benefits. He also oversees the Center for Research on Health Benefits Innovation. He has been with EBRI since 1993.

Dr. Fronstin's research interests include trends in employment-based health benefits, private health insurance exchanges, workplace wellness programs, consumer-driven health benefits, retiree health benefits, employee benefits and taxation, and public opinion about health benefits and health care. He currently serves on the board of trustees for Emeriti Retirement Health Solutions and for the National Alliance of Healthcare Purchaser Coalitions. He also serves on the National Advisory Board for the University of Michigan Center for Value-Based Insurance Design. He is the associate editor of Benefits Quarterly and is also a TIAA-CREF Institute Fellow. From 2015-2018, he served on the Maryland Patient Safety Center board of directors. Dr. Fronstin served on the Maryland Health Care Commission from 2012-2016. In 2010, he served on the Institute of Medicine (IOM) Committee on Determination of Essential Health Benefits.

Dr. Fronstin earned his Bachelor of Science degree from SUNY Binghamton and his Ph.D. in economics from the University of Miami. Dr. Fronstin can be reached at

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Lori Lucas, CFA, is the President and CEO of EBRI. Lori is responsible for leading EBRI in its mission to provide unbiased, fact-based research and data on retirement, health care, and other benefits that provide financial security for American workers.

Formerly, Lori was an Executive Vice President and Practice Leader at Callan, where she led Callan's DC business, and developed research and insights into retirement trends for the benefit of clients and the industry.

In previous roles, Lori was Director of Retirement Research at Hewitt Associates, served as a vice president at Ibbotson Associates, as a pension fund consultant at J.H. Ellwood & Associates, and an analyst and product development leader at Morningstar, Inc.

Lori received a Bachelor of Arts from Indiana University and earned a Masters from the University of Illinois. Additionally, she earned the right to use the Chartered Financial Analyst® designation.  Lori is the immediate past Chair of the Defined Contribution Institutional Investment Association and has served as the Vice Chair and Research Chair of EBRI. She is a former columnist for Workforce Management online magazine. She has testified before the Senate HELP Committee, the DOL, SEC, and ERISA Advisory Council. Her views have frequently been cited in the press, and in articles and white papers she has written. She has also been a featured speaker at national and international conferences.

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* 1. Please register me for the Health Care in Retirement: The Trends & Implications for Retirees

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* 2. Any questions or comments?