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Employee Health & Welfare Benefits Plan Attorney / Consultant
Position Desired:
Employee Health & Welfare Benefits Plan Attorney / Consultant
Location:
New Jersey
Greatery NYC area, NY
Greater Philadelphia area, PA
Resumé:
Extensive experience in employee benefits legal consulting and advice with expertise in employee health and welfare benefit plans including medical, dental, vision and disability plans involving the Employee Retirement Income Security Act of 1974 (ERISA), the Internal Revenue Code of 1986 (Code) and certain state insurance laws. Recognized for consistency, focus and substantive knowledge of employee health and welfare benefits law, and other specific areas of benefits law, by clients and colleagues seeking advice and potential alternatives on complex legal employee benefit matters. Published author. MBA.
PROFESSIONAL EXPERIENCE
AON CONSULTING, INC., Somerset, NJ 2005 – 2009
Vice President (National Tax & ERISA Practice)
Provided timely and accurate health and welfare benefit plan legal consulting and advice to large and mid-size employers as well as fellow consultants, attorneys and human resources outsourcing group. Peer reviewed plan documents and other written employee benefit materials including open enrollment brochures.
• Restated and amended numerous employee health and welfare benefit plan documents and summary plan descriptions resulting in plan design and legal compliance in areas including HIPAA portability and Code Section 125 (cafeteria plans).
• Expert on COBRA continuation coverage law and regulations; relied upon for timely and accurate COBRA compliance assistance.
• Co-authored several employee benefit articles for professional journals. Recent article on the federal COBRA premium subsidy law provided technical support to employer and human resource managers.
• Supported fellow consultants/attorneys by providing timely and accurate answers to numerous and varied types of questions relating to health and welfare benefit plan laws and regulations.
• Editor of weekly employee benefits law and legislative developments newsletter read by many human resource managers and employers, assisting their awareness of new benefit laws, regulatory guidance and plan designing opportunities.
• Successfully conducted many employee health and welfare benefit plan document (including summary plan descriptions) and operational compliance reviews.
Assistant Vice President (National Tax & ERISA Practice) 2000 – 2004
Provided timely and accurate health and welfare benefit plan legal consulting and advice to large size employers as well as fellow consultants and attorneys. Member of team supporting senior attorneys in practice on large and extended projects.
• Prepared health benefit plan trust filings for ultimate federal tax exemption status approval by the Internal Revenue Service.
• Conducted extensive legal research on employee benefit issues resulting in useful memorandums for senior attorneys in practice.
• Monitored and reported on legislative and regulatory developments occurring in Washington, D.C. to senior attorneys in practice and clients to ensure clients were aware of new employee benefit plan compliance requirements and opportunities.
• Provided timely and accurate answers to clients and fellow consultants and attorneys regarding change in status issues for cafeteria plans.
ACTUARIAL SCIENCES ASSOCIATES, INC., Somerset, NJ 1998 – 2000
Benefits Attorney
Provided direct and indirect health and welfare benefit plan legal consulting and advice to large and mid-size employers.
• Supported litigation in several employee benefits cases resulting in favorable outcome for employer.
• Participated in collective bargaining relating to employee benefit plan design matters resulting in new contract terms.
• Provided qualified medical child support order (QMCSO) legal review and compliance assistance support to domestic relations matters group at AT&T Corp. and others to maintain legal and plan design compliance for health plans. This included development of written QMCSO procedures.
• Expert in state mandated short-term disability benefits law. Expertise used by several employers to ensure compliance with laws involving drafting plan restatements, amendments, and preparing compliance filings.
AT&T ACTUARIAL SCIENCES ASSOCIATES, INC. Piscataway and Somerset, NJ 1990 – 1998
Manager of Legal Resources and Benefits Attorney
Provided legal research for senior attorneys in legal group and worked independently on health and welfare and pension employee benefit plan assignments.
• Former AT&T Corp. Law Division attorney providing employee benefits design and compliance advice resulting in plan and legal regulatory design compliance.
• Provided qualified domestic relations order (QDRO) legal review and compliance assistance support to the domestic relations matters group at AT&T Corp. and others to maintain tax-qualified status for pension plans. This included development of written QDRO procedures.
• Managed and scheduled the review of numerous AT&T Corp. summary plan descriptions (SPDs) resulting in the timely production and distribution of health and welfare and pension plan SPDs.
• Drafted medical plan amendments and prepared filings for ultimate approval by the State of Hawaii under the Hawaii Prepaid Health Care Act.
EDUCATION
MBA, Finance, Mercer University, Macon, GA (1990)
Juris Doctor, Mercer University, Walter F. George School of Law, Macon, GA (1988)
BS, Business Administration, Tusculum College, Greeneville, TN (1984)
BAR MEMBERSHIP
New Jersey, Admitted - 1990
Georgia, Admitted - 1989
Please respond via e-mail referencing resume #1321 to jobposting@ifebp.org
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