Get to Know Me

With over 30 years of experience in providing advisory and attest services for qualified ERISA and governmental health plans, Matthew is committed to providing value for his clients. He utilizes a forward-thinking mindset to stay ahead in the industry, working with plan sponsors of large and national health plans to mitigate operational and compliance risk. Highly regarded among his peers for his experience evaluating national insurance companies and PBMs, Matthew brings to the table a deep understanding of healthcare claims administration and payment integrity processes.

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Give Back

As an industry expert, Matthew is a frequent source for journalists reporting on health insurance and PBM administration and compliance errors. He was also recognized as a Smart CPA Accounting Elite by Baltimore Smart CEO Magazine.

 

Latest Thinking

A man completing annual vendor evaluations electronically.
Driving Accountability and Performance Through Annual Vendor Evaluations

While not explicitly required under Department of Labor (DOL) fiduciary regulations, conducting annual evaluations of third-party service providers is widely considered a best practice for plan sponsors of self-insured health […]

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Hands Hovering Over Interactive Insurance Management Smart Table
Implementing Best Practices to Strengthen Fiduciary Oversight for Self-Insured Health Plans

Health plan sponsors must adopt best practices to proactively address potential risks and uphold their fiduciary duties. Several steps can be taken to avoid pitfalls and implement oversight. Fiduciary oversight […]

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reviewing health plans
The Importance of Fiduciary Oversight in Managing Self-Insured Health Plans

Fiduciary oversight is essential for self-insured health plan sponsors to ensure the financial integrity of the plan and protect participant benefits. Recent Department of Labor (DOL) investigations into fiduciary failures […]

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