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Company Health

Louisville, Colorado, 80027, United States
May 23, 2010

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**** ********* **** **** (720) *** - ****

Fair Oaks Ranch, Texas 78015 Home (830) *** - ****


ERISA Paralegal with extensive experience in compliance, reporting and

disclosure of qualified and non-qualified retirement plans and health and

welfare plans. Track record of identifying and implementing cost effective

measures regarding the administration of Qualified Domestic Relations

Orders, child support orders and wage attachments. Team player with

ability to interface with all levels of management.


HALE AND DORR - Boston, Massachusetts 1995 - 1996 Part-


ERISA Paralegal

Complete determination letter filings, Form 5500 and other applicable

governmental compliance issues for qualified and non-qualified retirement

plans. Provide technical research regarding retirement and health/welfare

plans. Draft amendments and restatements for retirement and health/welfare


Compose Summary Plan Descriptions and Summary Annual Reports for qualified

and non-qualified retirement plans. Additional responsibilities include

federal compliance, plan restatements, amendments and Summary Plan

Descriptions for 403(b) Plans.

TOWERS PERRIN - Boston Consulting Office 1994 -


Associate - Retirement Line of Business

Complete determination letter filings, Form 5500 and other applicable

governmental compliance issues for qualified and non-qualified retirement

plans. Complete complex technical research on a variety of tax, benefit

and welfare issues.

Responsible for drafting and/or restatements of retirement plans, plan

amendments and Summary Plan Descriptions for a variety of retirement

health/welfare plans. Served as the practice expert on Qualified Domestic

Relations Orders.

E.I. du PONT de NEMOUS AND COMPANY - Main Offices, Wilmington, Delaware

Senior Benefits Legal Analyst

1990 - 1993

Monitor and review legislative and regulatory activity to determine the

impact on the Company's plans and operations. Assists or solely

responsible for preparation of documents filed with the Department of Labor

and Internal Revenue Service, including but not limited to Forms 5310,

5500, Summary Annual Reports, for a broad range of benefit plans.

Perform technical legal research on a variety of tax and ERISA matters.

Responsible for reporting and disclosure obligations and fiduciary

responsibilities. Prepare plan amendments necessary to comply with law or

meet Company objectives.

Solely responsible for all aspects of wage attachments/garnishments and

child support orders for salaried and wage roll employees. Communicates

with court system regarding validity and terms of wage

attachments/garnishment orders. Solely responsible for all legal aspects

of the Company's COBRA-mandated health care coverage continuation program.

Recipient of the Silver Eagle Award for calendar year 1991 for outstanding

performance in specialty area and significant cost savings initiatives and

administrative procedures. Spoke at the Delaware Bar Association,

Gloucester Country, New Jersey Bar Association, Martinsville Virginia Bar

Association and various other professional organizations on the subject of

plan interpretations.

Solely accountable for all legal/administrative aspects of the Company's

Qualified Domestic Relations Order Program. Interface with appropriate

human resource and finance department personnel, outside counsel, plan

participants and alternate payees in determining the status as to the

qualified/non-qualified nature of the Orders.

AMERACE CORPORATION - Corporate Offices - Parsippany, New Jersey

ERISA Paralegal/Savings Plan Administrator 1988 -


Accountable for the accuracy of the records for a profit sharing total of

$8.5 Million (increasing by approximately $1 Million annually). Maintain a

profit sharing plan with a qualified tax deductible status of $200,000 in

annual Company contributions and tax-deferred status of $850,000 in annual

employee contributions.

Communicate and interface with all levels of personnel, regional offices,

accountants and benefit consultants regarding all aspects of reporting and

disclosure on the profit sharing plan. Other responsibilities include

compliance with the Internal Revenue Service, Department of Labor, Form

5500 and other appropriate governmental forms.

Responsible for continuous improvement for the profit sharing plan and all

other related legal documents to comply with TRA. Implements and writes,

when necessary, legal communications, including quarterly statements,

Summary Annual Reports and Summary Plan Descriptions for the Company's tax

qualified plans.

Amerace Corporation was sold to Eagle Industries 11/89

BANKERS TRUST COMPANY - Jersey City, New Jersey 1986 - 1988

Plan Administrator

Responsible for a monthly/quarterly unit valuation for five Fortune 500

Company employee benefit plans. Analyzes and prepares new loans and loan

repayments to participants, terminations, ie., lump sums, installments and

passbook account withdrawals. Examine the accuracy of fund transfers within

employee accounts, capital gains and ordinary income for pension tax

purposes, and dividends analysis.

Maintain a company stock purchase schedule. Determine the value of

fractional shares paid to participants upon termination. Assist in the

implementation of new guaranteed income funds as well as updated income on

a monthly basis. Responsible for teaching new employees basic benefit


BELL, BOYD AND LLOYD - Chicago, Illinois 1984 - 1986

ERISA Paralegal

Complete Notice to Interested Parties, Form 5301 and related tax forms for

the initial filings for a profit sharing plan. Examine the accuracy of

defined benefit, cafeteria and 40l(k) plans. Assist in the preparation of

President Reagan's 1985 tax proposal for a firm-wide mailing to clients.


Bryant College, Smithfield, Rhode Island. Bachelor of Science Degree,

Business Administration. Graduated May 1983.

Lawyer's Assistant Program, Evening Employee Benefits Curriculum,

Certificate of Completion, ABA Approved, Graduate Level Program. Roosevelt

University Chicago, Illinois. Graduated with honors 1986.


Attended National CLE Conference, January 2010 in the specialty area of

ERISA law. Received 19 CLE credits and three ethics credits.

Certified Paralegal; Member - South Texas Organization of Paralegals;

Member - Alamo Area Paralegal Association; Former Member - Delaware

Paralegal Association, Former Member - New Jersey Paralegal Association,

Former Member - Delaware Trial Lawyer's Association; Former Member -

Supervisory Committee, Atlantic Employees Federal Credit Union; Former

Member - Junior League of Morristown, New Jersey; Worcester, Massachusetts;

Denver, Colorado.

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