Page 38 - Francis Parker School RFP (Stawicki)

Appendix 2: Biographies of Key Team Members

Richard’s role draws from his more than 18 years of experience
consulting on both qualified and non-qualified plan compliance
issues, as well as extensive knowledge of state and federal
requirements that impact employee benefit plans. Before joining
Burnham Benefits, Richard worked for Aon Hewitt Consulting, Arthur
Anderson and Fidelity Federal Bank. His areas of special expertise
include IRS, ERISA, COBRA and HIPAA compliance, healthcare reform
(ACA) implementation, and document and operational compliance
reviews of retirement and health and welfare plans.

Richard earned his JD from the University of San Diego and his MBA
from Babson College in Wellesley, MA. He is a member of the State
of California Bar.

Meagan works with clients to evaluate technology solution needs,
whether it is finding a solution for a new issue or replacing a solution
that no longer meets the needs of the client. She also works with
clients to troubleshoot and resolve ongoing issues, as well as assists
with carrier integration implementations. Meagan stays up to date
on current trends and changes in the marketplace and evaluates
Meagan Felish new products and solutions that emerge.
Benefits Technology
Specialist