AssuredPartners Employee Benefits
Vice President – Compliance, AssuredPartners, Inc.
Caroline is a compliance professional with a law degree from the University of Akron. She assists brokers of AssuredPartners’ partner agencies and their client-employers with ACA and other federal regulatory compliance issues. Her expertise extends from benefits compliance and analysis to education webinars on healthcare reform and related updates.
Caroline drafts and reviews documents and policies pursuant to ACA, ERISA, HIPAA, the IRC, etc. to ensure compliance, providing organizations with clarity and administrative practices above reproach. She also writes a variety of blogs, update notices, and other informative documentation available on our website.
Vice President – Compliance for Crawford Advisors
Patrick has a BA and an MBA from Rutgers University. In addition to his Juris Doctor from Rutgers University, Patrick also has a Master of Laws degree in Trial Advocacy from Temple University. He is a former trial lawyer and is licensed to practice law in both federal and state courts in NJ, PA, CT, the District of Columbia and the United States Supreme Court. Since joining Crawford Advisors in 2004, Patrick’s practice deals with all aspects of employee benefits, including all aspects of ERISA and the Affordable Care Act (PPACA).
He has experience in designing, drafting and providing advice concerning all types of employee benefit programs, including both health and welfare plans. He offers daily review and support in matters involving COBRA, HIPAA and complex interpretations of the U.S. Tax Code. He lectures frequently on compliance and regulatory issues, updates as a result of new federal programs and can even host webinars to train your HR or management staff with regard to HIPAA or COBRA.
Corporate Compliance Officer, AssuredPartners NL
Claudette is a corporate compliance officer with AssuredPartners NL. She provides a wide array of knowledge and expertise in benefits compliance, human resources, labor relations, workforce planning, and other related fields.