The Wagner Law Group | Est. 1996

Sophisticated Legal Solutions Boutique-Style Service

Photo of Meaghan Barnett

Meaghan Barnett

Paralegal

Location:

Tampa, FL

vCard

Practice Areas

Experience

  • Draft various plan documents and employee communications for retirement and welfare benefit plans
  • Participate in the preparation and filing of VCP applications and DFVC submissions
  • Prepare and ensure accuracy of government (IRS, DOL) reporting including Forms 5500, 5300, 5310
  • Track deadlines; routinely manage projects; analyze plan documents to determine benefits
  • Prepare domestic SEC filings; prepare Board Resolutions and Consents; performed legal research
  • Monitored new laws and regulations regarding ERISA, COBRA, HIPAA, ACA, etc.
  • Review, proofread, and edit plan documents, RFPs, employee communications, and correspondence
  • Utilize exceptional interpersonal skills to build rapport and foster genuine relationships with various clientele

Prior Experience OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C., Atlanta, Georgia 2001-2014 Paralegal — Employee Benefits/ERISA

  • Created, managed, and led departmental projects that resulted in improved overall efficiency
  • Created and managed 30K-item database; achieved 100% accuracy over an 8-year period
  • Drafted various plan documents and employee communications for retirement and welfare benefit plans
  • Participated in the preparation and filing of VCP applications and DFVC submissions
  • Prepared and ensured accuracy of government (IRS, DOL) reporting including Forms 5500, 5300, 5310
  • Tracked deadlines; routinely managed project; analyzed plan documents to determine benefits
  • Prepared domestic SEC filings; prepared Board Resolutions and Consents; performed legal research
  • Monitored new laws and regulations regarding ERISA, COBRA, HIPAA, ACA, etc.
  • Reviewed, proofread, and edited plan documents, RFPs, employee communications, and correspondence
  • Utilized exceptional interpersonal skills to build rapport and foster genuine relationships with various clientele
  • Assisted on projects with the litigation and immigration practice groups (e.g., Discovery, trial prep, I-9 audits)
  • Participated in the interviewing, selection, and supervision of legal administrative support staff
  • Team Captain for Atlanta Legal Aid Society’s Annual Run for Justice — Won top honor for highest participation for 10 consecutive years

THE BABB GROUP, INC. – Newport Beach, California 2009-2014 Editorial Director

  • Edited and proofread a wide variety of documents and text; specialized in doctoral dissertations
  • Liaised closely with clientele to ensure accuracy and satisfaction of printed materials

TRENAM, KEMKER, SCHARF, BARKIN, FRYE & O’NEILL, P.A., Tampa, Florida 1991-2001 Paralegal – Employee Benefits/ERISA Legal Secretary – Employee Benefits/ERISA 1986-1991

  • Utilized plan documents to provide benefit determinations
  • Ensured accuracy of participant distributions, hardship withdrawals, and participant loans
  • Performed due diligence in M&A cases
  • Assessed and approved QDROs and QMCSOs
  • Searched for and located missing participants
  • Participated in IRS and DOL audits
  • Assisted with mentoring new hires to work with attorneys in a team environment
  • Monitored status of 100+ benefits cases
  • Prepared monthly client invoices

Education

Baker College – Center for Graduate Studies, B.B.A., Human Resources Management, Magna Cum Laude (3.8), 2006

Professional Associations

  • Worldwide Employee Benefits Network (WEB) – Atlanta Chapter
    • Member 2007-2014
    • National Board – VP of Southeastern Region 2011-2013
    • President – Atlanta Chapter 2009-2011
    • Meeting Coordinator – Atlanta Chapter 2007-2009