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Wrong Richard Stierwalt?

Richard E. Stierwalt

President, Chief Executive Officer, Chairman

ATPA

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ATPA

Find other employees at this company (83)

Background Information

Employment History

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First Vice President and Divisional Administrator of the Financial Management and Trust Security Group

Security Pacific National Bank


President

The BISYS Group , Inc.


Affiliations

Droplets Inc

Strategic Advisory Board Member


University of Indianapolis

Board of Trustees and Chairs Finance


Saratoga Capital Management, LLC

Member of the Board of Directors and An Owner


Are Family Foundation

Board Member


Clinton Global Initiative

Member


The Estate Jewelers Association of America

Board Member


Subcommittee for Education

Securities Operation Executive Committee and Chairman


ABA's Fiduciary

Five-Year Member


East Avenue United Methodist Church

Member, Board of Trustees


Orbitex Management Inc.

Chief Executive Officer


Education

Harvard University


Stonier Graduate School of Banking at Rutgers University


BA

economics

University of Indianapolis


Doctorate Degree

Humane Letters

University of Indianapolis


Honorary Doctorate Degree

University of Indianapolis


associate degree

banking and finance

University of Indianapolis


Web References(66 Total References)


Droplets - Our company

www.droplets.com [cached]

Richard Stierwalt, Founder, President, and CEO of UBPSI
Richard Stierwalt, is founder, President, and CEO of UBPSI, the second largest Administrator of Taft-Hartley Plans in the country. Dr. Stierwalt has been the CEO, President, Chairman of ATPA since completion of the acquisition of ATPA in 2007, and President and CEO of National Investment Managers, Inc. from 2004 to 2006. Before, he served as CEO of Orbitex Management, a globally focused financial services firm. Mr. Stierwalt was previously President of BISYS Investment Services (NASDAQ: BSYS), and Chairman and CEO of Concord Holding cooperation, a New York- based company he founded after a 12 year career in banking.


Dr. Richard E. Stierwalt

www.pb42.org [cached]

Dr. Richard E. Stierwalt
Richard is the Chief Executive Officer and a director of UBPSI. UBPSI is a National Company; the second largest Administrator of Taft-Hartley Plans in the country. Mr. Stierwalt has been the Chief Executive Officer, Chairman and sole director of ATPA since completion of the acquisition of ATPA in December 2007. Mr. Stierwalt served as the President, Chief Executive Officer and as a director of National Investment Managers, Inc. ("NIVM") from its inception in December 2004 to January 2006. NIVM, a public company, is a roll-up of corporate third-party administrators. During his tenure at NIVM, NIVM acquired 13 operating businesses. From 1998 to 2003, Mr. Stierwalt was Chief Executive Officer of Orbitex Financial Services Group, a roll-up of trust and mutual fund asset management and distribution companies. From 1995 to 1996, he was the President of BISYS Investment Services, a division of a NYSE listed company. Prior to the March 1995 merger with BISYS Fund Services, he was Chairman of the Board and Chief Executive Officer of Concord Holding Corporation, which he co-founded in 1987 after a 12-year career in banking. Concord Holding Corporation became the largest administrator and distributor of bank-related mutual funds in the US. Before co-founding Concord, Mr. Stierwalt served as First Vice President and Divisional Administrator of the Financial Management & Trust Securities Group of Security Pacific National Bank in California, which merged with the Bank of America in 1992. Mr. Stierwalt was an instructor for the Bank Administration Institute School of Banking at the University of Wisconsin and also was part of the adjunct faculty of the University of Indianapolis. He is the co-author of the book, Securities Processing, and has been published in the United States Banker, the ABA Banking Journal, and other industry publications. He has appeared on CNBC and other financial news programs. He speaks and writes regularly on issues affecting banks and financial services. Mr. Stierwalt received an associate degree in banking and finance and a BA in economics from the University of Indianapolis. He attended the Stonier Graduate School of Banking at Rutgers University and is an OPM graduate of Harvard University. He serves on the Board of Trustees and Chairs Finance at the University of Indianapolis. He also serves on the Board of Directors of: Biomega Laboratories, a cancer research company; We Are Family Foundation, a humanitarian foundation; Harborside Resort, a Starwood Bahamian property; as well as serving on the Advisory Board of Droplets, Inc. a software development firm. Mr. Stierwalt currently holds Series 6, 24, 27 and 63 Securities licenses. Mr. Stierwalt received a Doctorate Degree in Humane Letters from the University of Indianapolis.


www.americanexecutive.com

Both services have had a technological makeover since December of 2007, under the leadership of Rick Stierwalt, CEO.
ATPA: Reinvent Yourself - American Executive - RedCoat Publishing Rick Stierwalt, CEO Stierwalt created UB&PSI with the goal of acquiring third-party administrators and installing best practices, systems, and products. "We are expanding our hours and services to make it more convenient for all union members to contact us by offering a comprehensive call center and having access via the Internet. They often need us more when they are off the clock and can identify with the better service we provide," Stierwalt explained. This system is designed to be user friendly so a high level customization is possible, without utilizing programmers and creating implementation delays for the client," explained Stierwalt. To manage the administrative tasks associated with the unions' health and welfare plans, ATPA is currently implementing a second new system: a logic program that can analyze claims using an if/then formula that allows for a hig level of auto-adjudication. Stierwalt explained that by imaging paper claims with the right parameters, the claim can move from the lock box to a check in the mail in a totally automated fashion. That is a paradigm shift for the industry as a whole, and ATPA is leading the way, bringing third-party administrators into the 21st century," said Stierwalt. So far, ATPA customers have been thrilled with the control and flexibility the new systems provide, Stierwalt reported. The company's next goal is to increase marketshare by expanding services to trusts that are currently self-administered, using salary administrators. Stierwalt explained that many Taft-Hartley trusts hire the unions to administer benefits instead of a third party like ATPA, so his company is creating value-added benefits to entice them. "We're developing debit cards employers can pre-load and give to union members, and we're working on a set of managed-care products that will allow us to monitor and protect our trust fund's fiduciary liability while providing membership with the most appropriate medical care, especially in catastrophic cases," Stierwalt said. ATPA traditionally has tended to set up an office on the same site as the union office to be more accessible to the union members for years. Now it is reworking this practice to attract self-administered trusts. In this new initiative, the salaried administrator keeps its people in place but installs the ATPA systems and technology, taking advantage of its products and services. "This way, they don't lose the benefit of having their people on site and available, but they can use our systems and take advantage of our resources. Our forte is the development and implementation of best practices—we help them do their job better," Stierwalt said. Take it to the limit Those best practices extend beyond new technology and convenient services: Stierwalt and his team are instilling a culture of processes and methodology to make ATPA more efficient. For example, ATPA follows thorough project plans to keep the development and implementation of its new systems on time and on budget. Stierwalt said he attends weekly meetings to review the project plans for the company and has implemented measures to increase accountability, such as attaching names and allocating specific hours to specific tasks and not allowing employees to work on projects not related to their part in the plan. "I go to these meetings, which encourages the rest of the senior management to go as well, and that makes all of the company's resources available to keep the plan on schedule," he said. "We've instilled a discipline in this company that allows us to continue to grow and innovate and bring better services to our customers." He added that, usually, trustees of Taft-Hartley trust funds don't have time to predict what might become potential problems or develop new services for their members, as they often have other jobs and responsibilities. "Providers have been very good at reacting to problems but not proactive in developing solutions.


American Executive - RedCoat Publishing

www.americanexecutive.com [cached]

Both services have had a technological makeover since December of 2007, under the leadership of Rick Stierwalt, CEO.
ATPA: Reinvent Yourself - American Executive - RedCoat Publishing Rick Stierwalt, CEO Stierwalt created UB&PSI with the goal of acquiring third-party administrators and installing best practices, systems, and products. "We are expanding our hours and services to make it more convenient for all union members to contact us by offering a comprehensive call center and having access via the Internet. They often need us more when they are off the clock and can identify with the better service we provide," Stierwalt explained. This system is designed to be user friendly so a high level customization is possible, without utilizing programmers and creating implementation delays for the client," explained Stierwalt. To manage the administrative tasks associated with the unions' health and welfare plans, ATPA is currently implementing a second new system: a logic program that can analyze claims using an if/then formula that allows for a hig level of auto-adjudication. Stierwalt explained that by imaging paper claims with the right parameters, the claim can move from the lock box to a check in the mail in a totally automated fashion. That is a paradigm shift for the industry as a whole, and ATPA is leading the way, bringing third-party administrators into the 21st century," said Stierwalt. So far, ATPA customers have been thrilled with the control and flexibility the new systems provide, Stierwalt reported. The company's next goal is to increase marketshare by expanding services to trusts that are currently self-administered, using salary administrators. Stierwalt explained that many Taft-Hartley trusts hire the unions to administer benefits instead of a third party like ATPA, so his company is creating value-added benefits to entice them. "We're developing debit cards employers can pre-load and give to union members, and we're working on a set of managed-care products that will allow us to monitor and protect our trust fund's fiduciary liability while providing membership with the most appropriate medical care, especially in catastrophic cases," Stierwalt said. Our forte is the development and implementation of best practices-we help them do their job better," Stierwalt said. Take it to the limit Those best practices extend beyond new technology and convenient services: Stierwalt and his team are instilling a culture of processes and methodology to make ATPA more efficient. For example, ATPA follows thorough project plans to keep the development and implementation of its new systems on time and on budget. Stierwalt said he attends weekly meetings to review the project plans for the company and has implemented measures to increase accountability, such as attaching names and allocating specific hours to specific tasks and not allowing employees to work on projects not related to their part in the plan. "I go to these meetings, which encourages the rest of the senior management to go as well, and that makes all of the company's resources available to keep the plan on schedule," he said. "We've instilled a discipline in this company that allows us to continue to grow and innovate and bring better services to our customers." He added that, usually, trustees of Taft-Hartley trust funds don't have time to predict what might become potential problems or develop new services for their members, as they often have other jobs and responsibilities. "Providers have been very good at reacting to problems but not proactive in developing solutions.


Droplets - Our company

www.droplets.com [cached]

Richard Stierwalt, CEO, Orbitex Management, Inc.
Stierwalt is responsible for day-to-day operations of Orbitex, a globally focused financial services firm. Stierwalt was previously president of BISYS Investment Services (NASDAQ: BSYS), and chairman and CEO of Concord Holding cooperation, a New York-based company he founded after a 12-year career in banking.


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