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Mary B. Andersen --  A Profile

Ms. Andersen has over 25 years of successful benefits consulting and administration experience.  She is recognized as an executive whose leadership style is effective and pragmatic with a strong ERISA technical background and excellent people and project management skills.  Throughout her career she has successfully proven herself to be a consultant who carefully assesses client situations and provides services tailored to each client.

Ms. Andersen's experience spans both corporate and consulting, having worked at small and large corporations directly and in a consulting capacity with many Fortune 500 organizations. Ms. Andersen built a consulting department of 35 professionals who provided consulting services to the clients of a major financial institution.  In addition, she introduced new services (QDRO and hardship determination) and revamped the 401(k) nondiscrimination testing services.  Ms. Andersen spent 12 years at Coopers & Lybrand, now known as PriceWaterhouseCoopers, where she was jointly responsible for developing and building a national compliance review practice.    

Ms. Andersen has been a frequent speaker on compliance related issues, Form 5500 at ISCEBS and WEB local chapter meetings and at the ISCEBS Annual Symposium.  She has spoken at the Mid-Sized Pension Conference and also participated in the plenary forum at the session.  Ms. Andersen was an instructor for the ISCEBS program and the College of Insurance in New York and served on the Board of the ASPA Benefits Council of the Delaware Valley.  She is the past president of the Central Pennsylvania Chapter of ISCEBS. She has also published several  articles on benefits related topics.

Ms. Andersen  is a graduate of Western Michigan University with a BS in Math.  She is also a ISCEBS fellow and member of the charter class; she has also attained the Enrolled Retirement Plan Agent (ERPA) designation.

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