ERISAdiagnostics, Inc. can help you with your benefit compliance challenges, allowing you more time to focus on your business. We have extensive, in-depth experience at the corporate level, as well as with the Big 5 national accounting firms, consulting firms, law firms, and government agencies.
Mary B. Andersen, CEBS, ERPA, QPA
Mary Andersen is President and founder of ERISAdiagnostics, Inc. an employee benefits consulting firm that helps clients navigate ERISA compliance obligations.
Mary’s career spans decades of experience as an employee benefits professional in the corporate world and as a consultant. In her role as consultant, Mary has worked with many Fortune 500 organizations as well as small companies. She is the go-to person for Forms 5500 preparation and other ERISA requirements.
Before starting her own consulting business, Mary was a Principal at the Vanguard Group where she built a department dedicated to providing ERISA consulting services. Mary also spent 12 years at Coopers & Lybrand, now known as PriceWaterhouseCoopers, where she was jointly responsible for developing and building a national compliance review practice.
Mary has been a frequent speaker at employee benefit professional gatherings and she has written numerous articles on compliance related issues. She is also co-author of the Form 5500 Preparer’s Manual. Her web site http://www.erisadiagnostics.com houses articles, tools and resources pertinent to benefits compliance.
Ms. Andersen serves on the American Society of Pension Professionals and Actuaries (ASPPA) Reporting and Disclosure Committee, which keeps abreast of government employee benefit reporting and disclosure breaking news and technical releases in addition to closely monitoring legislative and regulatory actions.
Mary is a graduate of Western Michigan University with a BS in Math. She is a member of the CEBS charter class and holds ISCEBS fellowship designation. Mary also holds ERPA and QPA designations.
Degree(s), Certification(s) (JD, etc.): Bachelor of Science – Math; ISCEBS Fellow, ERPA and QPA
Job Title and Employer if applicable – President, ERISAdiagnostics, Inc.
Education (universities): Western Michigan University
Website/Social media (used professionally):
- Personal website URL – https://www.erisadiagnostics.com
- LinkedIn URL – https://www.linkedin.com/company-beta/15669260/
- Twitter URL – https://twitter.com/ERISAdiagnostic
- Facebook URL – https://www.facebook.com/ERISAdiagnosticsInc/
Short quote – ERISA compliance is like a jigsaw puzzle, you may have all the pieces but the challenge is putting the puzzle together correctly. I help clients put the puzzle together.
Topics she can speak about – Form 5500 related topics; reporting and disclosure, compliance reviews, conducting a self-audit, surviving a DOL/IRS audit.
John P. Griffin, J.D. and LL.M. (Taxation), has over 25 years experience in the employee benefits field. Currently, John is a principal with the ASC Institute (ASCi). Prior to joining ASCi, John was a principal with the pension consulting firm Global Benefit Advisors, LLC (GBA), a Vice President with Pension Publications of Denver, Inc. (PPD) and a senior consultant with the benefit consulting practice of Coopers & Lybrand.
Prior to entering private consulting, John worked in the Employee Plans Division in the National Office of the Internal Revenue Service (IRS) as a Tax Law Specialist. John also has seven years of experience with the U.S. Department of Labor.
Ms. Borzelli, Esq. is a partner with the law firm of Steiker, Greenapple & Fusco P.C. (SG & F). She provides advice and counsel to employers throughout the country. Ms. Borzelli’s practice focuses on the complex tax, labor and employment law issues that arise in the design, implementation, operation and administration of health and welfare plans, qualified and non-qualified retirement plans, and executive compensation arrangements especially focusing on transfer of ownership in privately held corporations to employees through a transaction involving an employee stock ownership plan. She advises clients on benefit issues arising from mergers, acquisitions, shutdowns, and bankruptcies; and on defending ERISA and tax issue brought against employers through of Labor and IRS audits, inquiries and disputes.
In Addition, Ms. Borzelli advises clients on the development of corporate compliance practices and fiduciary duties with respect to compensation programs and advising and representing plan sponsors in correcting plan operational and document qualification errors.
She received her B.S. (with highest honors), MBA and JD degrees from Rutgers University.
She is a member of the New Jersey Bar Association (Member, Tax Section), American Bar Association, International Employee Benefits Foundation, New York Employees Benefits Group, and Leading Age, the professional organization of tax-exempt providers of housing and services for the aging. She is admitted to practice in New Jersey, the U.S. District Court for the District of New Jersey, The U.S. Third Circuit Court of Appeals, and the U.S. Tax court.
Paul is a Principal of ATR, Inc., a defined contribution plan consulting and recordkeeping firm. He has client service responsibilities for all aspects of defined contribution administration, including clients with traditional fund selections, fully self-directed investments, daily pricing, ESOPs and varying combinations of these arrangements.
In addition to serving plan administration clients, Paul consults with large companies regarding plan administration services vendor selection, and operational and administrative efficiency. He also works with some of the leading developers of defined contribution recordkeeping software to design daily valuation systems and regulatory compliance systems.
Paul holds an M.S. from the University of Virginia, in Mathematics, 1975, and a B.S. Tulane University, in Mathematics, 1973. He served as President of the MidAtlantic Chapter of the Association of Human Resources Systems Professionals from 1992 to 1994, has been on the Board of Directors, MidAtlantic Chapter since 1988.
Some of Paul’s publications and speeches are: “Human Resources: Systems are Key”, The Consultant Forum; “Benefits – The Advantages of Emerging Technology”, Personnel Journal; “Asset Management – The Capital Investment In People”, The Consultant Forum; “Improving Defined-Contribution Plan Administration”, Personnel; “401(k) Plans”, annual national Enrolled Actuaries Meeting, 1990, 1991; and, “Savings Plan Administration as an Integrated Information Enterprise”, National HRSP conference – April, 1992.