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Work Background
One Karen Brown CEO and Founder
Feb. 2018MarylandThere are multiple solutions to every problem and many ways to get reach them. With my 20 years of experience in benefits administration for million-dollar health and welfare funds, I have seen daily challenges in operations. The team solved the challenges using different methods. This experience has provided opportunities to share my expertise with entrepreneurs who desire to build sustainable businesses through compliance, strategic planning, and operational management using efficient systems and processes to grow their revenue. However, it would be better to grow with a team. If you are looking for support in building your team, schedule a discovery call!
Center for Nonprofit AdvancementBenefits Trust Director
Aug. 2003 - Jan. 2018Washington D.C. Metro Area• Facilitate compliance and daily operations of a 34-year old Multiple Employer Welfare Arrangement Trust (MEWA) with $24M annual insurance premiums
• Manage a fully insured group health plan offering health, life, dental, medical gap, vision, and health flexible spending benefits to 300 nonprofit organizations
• Analyze contracts for cost savings to improve coverage and options that brought zero to single-digit rate increase below the regional average
• Reorganized job tasks and duties of a four-member team to streamline processes, foster accountability, increase productivity and considerably improve customer service
• Performed deep-dive quality analytics to assess benefits, employee satisfaction and delivery for negotiations during annual benefit renewals or request for proposal process
• Design, manage and facilitate informational and compliance documents for annual Open Enrollment meetings for the participating employers to educate and empower employees to make powerful, positive, long-lasting decisions
• Apply PPACA, HIPAA, FLSA, DOL and IRS regulations to my daily interaction with four-member team, participating employees and prospective new members
• COBRA Administration for an average of 25 former employees a month
• Enhanced and managed the organization’s proprietary benefits system as well as web interface management
• HIPAA 834 implementation with new vendors, weekly electronic data transfer of eligibility files for five insurance carriers and quarterly eligibility audits of each carrier
• Oversight of finances and annual financial audit by outsourced accounting firm
• Proficient using Microsoft Excel, Word, Outlook, and PowerPoint
Snyder CohnSenior Pension Administrator, Snyder Cohn
Apr. 2002 - Sep. 2002Bethesda, MD • Performed trust accounting, yearly valuation, 5500 filings with required schedules and Summary Annual Reports for 100 retirement plans (most with over 100 participating employees)
• ADP/ACP, 410(b), top heavy, 401(a), 402(g), 410(b), 415 and 416(c) testing • Reviewed and processed hardships, QDRO and loan distributions
• Provided oral and written communications with plan administrators regarding regulatory compliance of the retirement plans
Uniglobal Pension Planning, Inc.Compliance Specialist and Sr. Benefits Analyst, Plan Administration
Jun. 1998 - Apr. 2002Fairfax, VA• Produced Prototype Standard, Non-Standardized and Volume Submitter documents as well as 403(b) documents
• Restated and amended retirement plans for GUST along with Voluntary Compliance Program and plan termination submissions for the Legal Department
• Performed trust accounting, yearly valuation, government filings with required schedules and Summary Annual Reports for 50+ retirement plans (most with over 100 participating employees)
• ADP/ACP, 410(b), top heavy, 401(a), 402(g), 410(b), 415 and 416(c) testing
• Interpreted plan provisions, laws and regulations and communicating them clearly to plan sponsors and participants
• Reviewed and processed hardships, QDRO and loan distributions
• Developed cash flow analysis of pension trust funds
• Performed valuation and analysis of pension and profit sharing plans
• Prepared IRS 5500 forms and Department of Labor reports to participants
• Prepared annual reports for plan sponsors and trustees of Qualified Plans
Automated Retirement Plans, Inc.Internship, Junior Administrator/Trust Accountant, Plans Administration
Jan. 1998 - Jun. 1998Springfield, Virginia• Developed cash flow analysis of pension trust funds
• Performed valuation and analysis of pension and profit sharing plans
• Prepared IRS 5500 forms and Department of Labor reports to participants
• Prepared annual reports for plan sponsors and trustees of Qualified Plans
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