president

Nate Moody, CPFA

Lebel & Harriman Retirement Advisors - Retirement Plan Advisor & Partner

Nate is an experienced retirement plan consultant and financial advisor with expertise in driving participant outcomes and minimizing fiduciary liability through effective plan design, investment due diligence, and proper plan governance. Nate is passionate about financial wellness and finding innovative employer solutions to address the ever-changing obstacles facing individuals preparing for retirement. Nate’s primary focus is advising companies on retirement and executive benefits programs including 401(k)/403(b) plans, ESOPs/KSOPs, and nonqualified deferred compensation plans.

Vice President

Molly Barker Gilligan, Esq.

Bernstein Shur - Of Counsel

Molly brings to the table a background in government, healthcare and litigation. With her robust understanding of the legal and regulatory issues affecting healthcare providers and her experience defending clients in front of state and federal administrative agencies, Molly counsels employers on a broad range of issues, from Employee Retirement Income Security Act (ERISA), employee benefits and executive compensation including benefit design and planning, workplace-based retirement plans, health plans, and group insurances, to stock and stock-based compensation programs, nonqualified deferred compensation, and plans for non-profit and government entities. She also provides advice, counsel, risk management, and defense of OCR and other complaints.

Treasurer

Steve Eddy

H.M. Payson - Portfolio Manager

Steve has 30+ years of portfolio management and leadership experience. Steve currently works as a Portfolio Manager at H.M. Payson and before that was vice president of fiduciary consulting services at Old Port Advisors. Steve has worked in the Trust and ERISA-based retirement plan fields in Portland since 1985. He spent a large portion of his career at the Peoples Heritage/Banknorth trust departments in various roles working with institutional and retirement plan clients across New England.

Kenneth Ginder, Esq.

Verrill - Partner

Ken is a Partner in Verrill Dana’s Employee Benefits & Executive Compensation Group, focusing his practice on all areas of employee benefits, including retirement plans, welfare plans, fringe benefits, and executive compensation. Ken has more than 20 years of experience representing clients before the Internal Revenue Service and U.S. Department of Labor in audits and under their correction programs and spends a significant amount of time traveling and meeting with fiduciary committees. With an advanced degree in taxation and prior experience in public accounting, Ken particularly enjoys working on mergers and acquisitions, executive compensation, fringe benefit, and tax withholding matters. Ken is listed in Best Lawyers and is AV-rated by Martindale-Hubbell. He serves on the firm’s Pension Plan & 401(k) Plan Administrative Committee, in addition to being a member of both the American Bar Association Section of Taxation and the National Diocesan Attorneys Association.

David Hamilton

Clark Insurance - SVP, Employee Benefits

Dave is a vice president, stockholder and member of the board of directors. He has more than 25 years of experience in health and life insurance and is considered one of the most knowledgeable brokers in the field. He joined Clark Insurance in 2008 and has been active in the leadership of his professional associations. In addition to earning the designation Life Underwriter Training Council Fellow, he also is a graduate of Husson College and a resident of Gorham. Dave also serves as the chair of the Supervisory Committee of Casco Federal Credit Union.

Sandra Southerland, CPP

Dead River Company - Compensation & Benefits Manager

Sandie has held several positions in the Dead River Company HR department through her 15 years with the company, most recently overseeing both the payroll and employee benefit departments. In her current role, she brings the perspective of the benefit consumer to the council. She understands the challenges faced by Maine employers as they look to provide affordable benefits that meet the needs of their employees, while attempting to stay informed of the complex federal and state legislative changes on the horizon.

Connor Smart, CPA

Baker Newman & Noyes - Tax Manager

Connor Smart is a manager in BNN’s tax practice. He works predominantly in our nonprofit and exempt-organization compliance group, as well as within our compensation and benefits specialty practice. Through his role within our not-for-profit team.

Additionally, through his position within our compensation and benefits practice, Connor provides preparation and review services on annual Form 5500 filings, and frequently provides tax consulting services and compliance guidance for matters related to retirement accounts and distributions, pension benefit plans, welfare benefit plans, and payroll filings and income recognition concerns.

Stephanie R. Bornstein

UBS - Senior Wealth Strategy Associate

Started in the financial services industry in the late 1990's. Stephanie has been with UBS since 2000.  For the past several years, Stephanie has taken the lead in delivering financial planning services where she helps clients define and prioritize their life goals in order to carefully design a financial plan that will help them achieve their goals.  Stephanie graduated from the University of Maine with a Bachelors of Science degree in Business Administration and earned the CERTIFIED FINANCIAL PLANNERTM designation in 2013. Originally from Auburn, Maine, Stephanie resides in Scarborough with her daughter Amelia.

Denise Randall, RPA

Downeast Pension Services - Vice President

Denise is VP and Director of Operations for DPS. She has been with DPS since 1998. Prior to that she worked at Key Trust Company for eight years. She is a graduate of the University of Southern Maine with a bachelor’s degree in Business Administration, and she has earned the Retirement Plans Associate designation through the Certified Employee Benefits Program. Denise also serves on the board of the Maine Employee Benefits Council.

Ed Feibel, Esq.

Eaton Peabody - Of Counsel

Ed has worked in all aspects of employee benefits for over 30 years. He works primarily with employers in the establishment, operation and maintenance of tax-qualified retirement plans, retirement plans for tax-exempt and governmental entities, Taft-Hartley plans, cafeteria plans, health care and other welfare and fringe benefit programs, and executive compensation arrangements. A significant portion of Ed’s time is devoted to resolving compliance issues under the Internal Revenue Code and ERISA. He represents large and small businesses, nonprofit organizations and governmental entities. Ed’s clients range in size from individuals to employers with more than 1,000 employees. Ed also has an active practice preparing qualified domestic relations orders for individuals going through divorce. He regularly works with many of the banks, investment managers, stockbrokers, actuaries, third-party administrators, insurance companies and insurance brokerages active in northern New England. Although most of his clients have been based in Maine, Ed has worked with clients based in New Hampshire, Massachusetts, New York, Texas and California, as well as with clients headquartered in Canada with respect to their U.S. operations.