Compliance Data

Many companies now face legal requirements to report health insurance and/or benefit participation information. These compliance activities can consume a lot of valuable staff time. Way back in my McDonald’s days I worked on non-discrimination testing for the company’s 401k and profit sharing plans.

Over the past 5 years I have been able to assist my clients with data compilation for both non-discrimination testing and ACA compliance reporting. What could have been a tedious manual effort for staff has become a simple matter of data extraction and summarization with some tools I have built for them.

Skills: Understanding of compliance requirements, data compilation and summarization
Tools: QuickBooks, MS Office VBA