Paralegals

Professional Bio

    • 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
  • PROFESSIONAL ORGANIZATIONS

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