PlanSource Execs Appear in General Session at LIMRA Enrollment Strategy Seminar

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Orlando, Fla. – February 1, 2017 – PlanSource General Counsel Patricia Barnard and Director of Compliance Joseph Valdalez will participate in a panel of experts at the LIMRA 2017 Enrollment Technology Strategy Seminar on February 1 in Orlando, Fla.

The panel is titled “So Many Laws, So Little Time,” and will focus on current rules and regulations and how they may apply to online enrollments and compliance. Patricia and Joseph will be joined on the panel by Miles Archer, VP, Internal Audit at Unum, Patricia Wern, Compliance Manager at Prudential, and Brandon Cook, Director of Third Party Enrollment at Prudential.

LIMRA is a worldwide research, learning and development organization, which provides its members with insight and analysis on retirement, insurance and distribution. The purpose of the Enrollment Technology Seminar is to provide a forum for LIMRA member insurance companies and technology service providers to participate in an open discussion on how to cohesively work together and define better outcomes. Learn more at

About PlanSource
PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. We offer flexible and intuitive software for benefits administration, insurance exchanges and human capital management. Our complete cloud-based technology helps nearly 10,000 employers and 3.5 million consumers with benefits shopping, enrollment, billing, compliance and administration. Learn more at

PlanSource is a registered trademark of PlanSource, Inc., and PlanSource owns other registered and unregistered trademarks. Other names used herein may be trademarks of their respective owners.

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