Approach to Benefits Administration

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. If I can help one person in my day navigate the complex world of benefits, I’m doing my job correctly. My goal for every participant is to help them fully utilize their benefits package in a way that best supports their specific living situation. This isn’t new territory for me; I understand what’s ahead and I’m prepared. I worked in pretax benefits administration for 6 years across two companies, each with their own interpretation of regulations and compliance. This experience taught me to be flexible, thorough, and curious.


My Benefits Philosophy in Practice

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. Whether it’s explaining a denied claim, auditing eligibility, or navigating enrollment errors, I bring precision to the backend and clarity to the front end.

I’ve worked hands-on with pretax plans including FSA (healthcare, dependent care), HRA, HSA, and commuter benefits. I understand how plan rules interact with real lives and how clean data, clear communication, and thoughtful workflows can make all the difference.


Areas of Expertise in Pretax Benefits

Compliance & Eligibility

In-depth knowledge of the following regulatory resources:

  • IRS Sections 125 (FSA’s), 105 (HRA’s), 132 (parking/transit), 213(d) (Healthcare FSA eligible expenses)

  • HIPAA, including Minimum Necessary Rule

  • Thomson Reuters (EBIA) subscriptions

  • Publications 502 (Healthcare FSA), 503 (Day Care FSA), 969 (Health Savings Account)

  • Eligibility audits & documentation standards

Census & Participant Data

Excel (advanced use + macros/add-ons)

AbleBits for change tracking

Participant record reconciliation

Data validation & upload troubleshooting

Query building and audit reporting

Benefit Configuration & Onboarding

Platform setup (FSA, HSA, HRA, Transit)

Pre-go-live testing and rules validation

Benefit card setup, lock/unlock protocols

Employer and participant onboarding

Maintaining IRS and HIPAA compliance

Participant & Client Communication

Training document creation

Customer service & call support

Benefits education (email, chat, phone, in-person)

Escalation handling and appeals navigation

Translation of complex terms into accessible language


Real Results from My Work

Prevented online enrollment system crashes by creating a streamlined Excel process to isolate census data changes

Reduced repeat support tickets by analyzing FAQs and producing proactive education resources

Improved client satisfaction by delivering 100% of benefit setups on time, with zero compliance issues

Empowered participants by translating plan rules into real-world examples and tools

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. Whether you’re cleaning up data, optimizing enrollment workflows, analyzing plan usage, or improving participant communications, I’m ready to help.


View my Benefits Projects or Contact Me to Collaborate