JANICE M. LA PORTE
Cell: 630-***-****
*******@*****.***
W ell versed in maintaining regulatory compliance with a comprehensive record of success
providing employee benefits. Proven ability to work effectively both independently and in a
team environment. Uses critical thinking and analytical reasoning in addition to communication
skills to resolve questions related to plan design and operation . A highly reliable self -starter
committed to becoming a strategic partn er in the success of an organization.
KEY ACCOMPLISHMENTS:
Generated revenue by providing client management, consultation and relationship
building while maintaining a consistent record of ‘no client complaints’
Resolved problems and determined course of action for benefits issues by effectively
using active listening skills
Expedited exceptional client communications by efficiently incorporating regulatory
changes
Maintained compliance in form by preparing individual plan documentation, employee
communications and government filings in accordance with IRS/DOL guidelines
Contributing writer of ASPPA study guide for industry certification
PROFESSIONAL HISTORY:
NON-EMPLOYEE BENEFITS RELATED WORK (2009 to Present)
DATAIR EMPLOYEE BENEFIT SYSTEMS, INC., W estmont, IL
A provider of employee benefits software .
DOCUMENT SUPPORT TEAM MEMBER (1996 to 2009)
Provided compliance and system support for 600 clients (attorneys, actuaries,
accountants and third party administrators) of the multi plan retirement document system
(401(k), profit sharing, money purchase, defined benefit, cash balance and 403(b)).
W rote, reviewed and edited system employer and employee communications including
plan documents, amendments, summary plan descriptions, summary of material
modifications and administrative forms within IRS/DOL guidelines resulting in more than
100,000 qualified plans
Served as a subject matter expert on employee benefits consulting issues by articulating
detailed and complex concepts (compliance in form and operation, correction methods,
mergers, acquisitions and IRS/DOL inquiries and audits)
Identified, researched and responded to problems and inquiries by phone and in writing
regarding plan design and documentation, administration and government filings
Provided training at the employee level Monitored system for IRS/DOL compliance
JANICE M. LA PORTE: *******@*****.*** Page Two
Monitored system for IRS/DOL compliance
Planned, developed and conducted seminars/webinars on current topics in employee
benefits including writing education materials
Conducted full day client training sessions in addition to writing education m aterials
HPL&S, INC., Elk Grove Village, IL
An employee benefits consulting firm.
LEGAL ASSISTANT (1994 to 1996)
Documentation of Section 125 plans and retirement plans
Employer consultation and research to ensure plan qualification
Drafted plan documents including amendments, summary of material modifications,
administrative forms and employee meeting materials within IRS/DOL guidelines
Prepared government filings
IRS/DOL audits
Supervised and trained staff member in the required plan amendment process
ADDITIONAL EXPERIENCE:
MARGOLIN, BRANDWEIN & ZEITLEN, Chicago, IL
Employee Benefits Paralegal - Law Firm
PENSION CONSULTANTS CO., INC., Chicago, IL
Third Party Administrator - Plan Administrator
ILLINOIS LIFE ASSURANCE COMPANY, Chicago, IL
Home Office - Life Underwriter
EDUCATION AND PROFESSIONAL DEVELOPMENT :
Bachelor of Science Degree in Marketing with Distinction in Marketing - Beta Gamma Sigma
University of Illinois at Chicago
LOMA I
CEBS 3 & 4
ASPPA RPF 1 & 2
Employment Law Fundamentals - Moraine Valley Community College
Current Coursework - Understanding the Human Resources Function - Moraine Valley
Community College
VOLUNTEER WORK:
AMERICAN CANCER SOCIETY
CAREGIVER