MARY BETH MULIK
**** ********* **** **** (***)
Fair Oaks Ranch, Texas 78015 Home (830)
abmrzh@r.postjobfree.com
ERISA PARALEGAL
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.
EXPERIENCE
HALE AND DORR - Boston, Massachusetts 1995 - 1996 Part-
Time
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
plans.
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 -
1995
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 -
1989
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
plans.
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.
EDUCATION
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.
PROFESSIONAL LICENSES
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.