Page 11 - Bird RFP Response_Burnham Benefits
P. 11
Burnham Benefits Response to Bird
Request for Proposal for Benefits Broker
Services
Delivers health and welfare benefit consulting
services to Burnham’s clients
Consults with clients on various health and welfare
compliance issues regarding eligibility and plan
Richard P. Asensio, JD, administration, including implementing the
MBA provisions of health care reform (ACA) and
VP/Director of Compliance nondiscrimination testing
Monitors and analyzes new and ongoing federal and
state legislation; reviews employee benefit
communication and enrollment materials, benefits
descriptions and SPDs; drafts various health and
welfare plan documents; and coordinates benefit-
related filings with government agencies.
Performs in-depth legal research and analyses of
complex federal tax and ERISA matters and assists
clients in choosing appropriate strategic options and
safely navigates increasingly complicated
compliance requirements.
Responsible for the content and delivery of
Burnham’s legislative and compliance webinars and
updates
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
Previously worked for Aon Hewitt Consulting, Arthur
Anderson and Fidelity Federal Bank
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
JD from the University of San Diego
MBA from Babson College in Wellesley, MA
Member of the State of California Bar
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