Approach to Benefits Administration
Pretax Benefits Expert
From raw benefits data to insights that empower employers and drive smarter business decisions.
The heart behind my work
I’m passionate about benefits because it is the intersection of humanity and livelihood. Benefits administration requires a balance of detailed, technical work and knowledge with empathy and compassion for the lived human experience. My goal for every participant is to help them fully utilize their benefits package in a way that best supports their specific living situation. I consistently aim to be flexible, thorough, and curious.
“Compliance Nerd”
Compliance is non-negotiable. But compliance doesn’t mean complexity (at least not for the participant). I work to bridge the gap between intricate regulations (IRS, HIPAA, EBIA, and more) and clear, accessible benefit experiences. I strive to bring precision to the backend and clarity to the front end.
Areas of Expertise in Pretax Benefits
Compliance & Eligibility
In-depth knowledge of the following regulatory resources:
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IRS Sections 125 (FSA’s), 105 (HRA’s), 132 (parking/transit), 213(d) (Healthcare FSA eligible expenses)
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HIPAA, including Minimum Necessary Rule
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Thomson Reuters (EBIA) subscriptions
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Publications 502 (Healthcare FSA), 503 (Day Care FSA), 969 (Health Savings Account)
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Eligibility audits & documentation standards
Census & Participant Data
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Excel (advanced use + macros/add-ons)
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AbleBits for change tracking
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Participant record reconciliation
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Data validation & upload troubleshooting
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Query building and audit reporting
Benefit Configuration & Onboarding
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Platform setup (FSA, HSA, HRA, Transit)
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Pre-go-live testing and rules validation
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Benefit card setup, lock/unlock protocols
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Employer and participant onboarding
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Maintaining IRS and HIPAA compliance
Participant & Client Communication
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Training document creation
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Customer service & call support
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Benefits education (email, chat, phone, in-person)
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Escalation handling and appeals navigation
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Translation of complex terms into accessible language
Real Results from My Work
Client Plan Renewals
Streamlined Excel processes to isolate census data changes, preventing system crashes and missed updates
Participant Education
Analyzed FAQ’s to identify areas of confusion. Created educational resources for participants, reducing repeat Customer Service inquiries
Online Enrollment
Improved client satisfaction by delivering 100% of benefit setups on time, with zero compliance issues
Compliance
Strengthened compliance posture through rigorous auditing, documentation, and training
Looking Ahead: How I Can Help You
If you need someone who understands both the compliance-heavy world of benefits and the human experience behind it, I bring six years of direct experience, technical strength, and a participant-first mindset.