
317.573.2000,
x228
Email: lindas@bcindy.com
Linda
has a solid background in compliance. After graduating from
Indiana University's School of Business, she completed the Employee
Benefits course at the Institute for Paralegal Training in Philadelphia,
just as ERISA was passed. Returning to Indianapolis, she worked
for a local retirement plan administration firm restating hundreds
of retirement plans for ERISA compliance.
When
Benefit Consultants, Inc. was formed in 1980, Linda joined with
Russ to provide advice and documentation for cafeteria plans,
5500 form preparation and research support for BCI broker/consultants.
In 1986, she began a COBRA administration company that was purchased
in 2003 by a national COBRA administration firm.
Linda
provides BCI broker/consultants and clients with a resource
for compliance issues involving COBRA, FMLA, Cafeteria plans,
Medicare Part D, Summary Plan Descriptions and Plan documentation.
She also oversees preparation of annual 5500 forms and Summary
Annual Reports.