Compliance Solutions with 44North

Compliance Solutions with 44North

C O M P L I A N C E S O L U T I O N S

SOPHISTICATED RESOURCES FOR TODAY’S CHALLENGES

The legislative and regulatory landscapes of employee benefits and human resources have never been more complicated. Acrisure Compliance Solutions provides Agency Partners with sophisticated compliance resources to navigate the complexities and meet their clients’ growing needs.

www.acrisure.com

COMPLIANCE SOLUTIONS TEAM

Jeremy Hertz Senior Deputy General Counsel and Director of Human Resources Consulting Office: Orlando, FL P: 407.443.5081 E: [email protected]

Andrea Keeley Senior HR Consultant Office: Caledonia, MI P: 616.265.1887 E: [email protected]

HR Team

Deborah Hyde Deputy General Counsel and Director of Benefits Consulting Office: San Francisco, CA P: 616.265.1552 E: [email protected]

Colleen Gole Senior Associate General Counsel Office: Caledonia, MI P: 616.265.1662 E: [email protected]

Benefits Team

Devan Levandoski Director of Programs and Projects Office: Caledonia, MI P: 616.541.1361 E: [email protected]

Rosalind Thompson Compliance Services Coordinator Office: Caledonia, MI P: 616.265.1912 E: [email protected]

Operations Team

C O M P L I A N C E S O L U T I O N S

Acrisure Compliance Solutions

www.acrisure.com

COMPLIANCE SOLUTIONS SERVICES

Educational Tools and Resources • Monthly webinar series for clients, prospects and Agency Partners • Regulatory and legislative updates • Weekly digest of relevant news, trends, and legal updates • Monthly compliance communication pieces • Comprehensive compliance guide • Various compliance checklists, charts, toolkits, etc. Other Support (available upon request) • In-person or telephonic presence at prospect meetings and calls • In-person training seminars or custom webinars for clients and industry groups • Assistance with compliance-related RFP responses Specific Compliance Services* • Wrap plan, SPD and POP document preparation • Form 5500 reporting • HIPAA privacy and security training • Non-discrimination testing • HR special projects (i.e., employee reward and recognition programs, succession planning strategies, compensation surveys) • Preferred vendor relationships (i.e., benefits/HR technology and administrative services) • IRS Letters 226J

Benefits Consulting Services • ERISA • Affordable Care Act • COBRA and other continuation laws

• HIPAA privacy and security • Section 125 cafeteria plans • Section 105(h) and other discrimination issues • Medicare secondary payer rules • IRS controlled group rules • Wellness plans • Health savings accounts • Other state and federal benefit mandates Human Resources Consulting Services • FMLA and other employee leaves of absence • Discrimination, harassment and retaliation • ADA and disabilities accommodation • FLSA and other wage and hour • Recruiting, hiring, discipline and discharge • I-9 compliance • Reductions in force and WARN Act • Workers’ compensation • Occupational safety and health • Unions and NLRA

*Fees may apply

C O M P L I A N C E S O L U T I O N S

Acrisure Compliance Solutions

www.acrisure.com

HR TEAM

Jeremy Hertz Senior Deputy General Counsel and Director of Human Resources Consulting P: 407.443.5081 E: [email protected]

Andrea Keeley Senior HR Consultant P: 616.265.1887 E: [email protected]

Andrea Keeley joins the Acrisure team after spending several years in both consulting and in-house HR roles in Chicago and Grand Rapids. She has a Bachelor of Business Administration Degree in Management Information Systems from the University of Notre Dame, a Master of Science Degree in Human Resources from DePaul University’s Kellstadt Graduate School of Business, and a Master of Business Administration in Management and Organizational Behavior from The University of Chicago Graduate School of Business. She holds the Professional in Human Resources (PHR), SHRM-CP, and Certified Compensation Professional (CCP) designations and is currently Lominger-certified. Before joining Acrisure, Andrea worked in benefits administration at Hewitt Associates and then transitioned into IT roles before landing back in Human Resources in the Higher Education and Professional Services industries. She has a track record of developing solid HR programs and processes in the areas of performance management, human resources information systems, compensation, and talent acquisition. As Senior Human Resources Consultant for Acrisure, Andrea’s main focus is to consult with Agency Partners and their clients on Human Resources-related matters including the FMLA and other forms of employee leave, ADA, Wage and Hour, and all forms of discrimination, harassment and retaliation issues.

Jeremy Hertz, JD, SPHR, SHRM-SCP, joins the Acrisure team from Agency Partner Alltrust Insurance, based in Palm Harbor, Florida. He has a Bachelor of Arts Degree in Political Science, a Master of Science Degree in Exercise and Sports Science and his Juris Doctorate from the University of Florida. He also holds a 2-15 Health & Life Agent License in Florida and has over 15 years of experience in labor and employment law and Human Resources. Jeremy began his career practicing law for Ford & Harrison, LLP, a national labor and employment law firm, before moving into the Associate General Counsel role in the legal department of a national non-profit educational system with approximately 1,500 employees. After several years in the legal department, Jeremy moved into the VP of Human Resources position at the same employer and spent almost six years leading that department, until joining Alltrust in 2015. As Senior Deputy General Counsel and Director of HR Consulting for Acrisure, Jeremy’s main focus is to consult with Agency Partners and their clients on employee benefits and Human Resources-related matters including the Affordable Care Act, FMLA and other forms of employee leave, ADA, COBRA, Wage and Hour, and all forms of discrimination, harassment and retaliation issues. He also trains client and industry groups, and actively participates in the marketing and sales process to prospective clients.

C O M P L I A N C E S O L U T I O N S

Acrisure Compliance Solutions

www.acrisure.com

BENEFITS TEAM

Colleen Gole Senior Associate General Counsel P: 616.265.1662 E: [email protected]

Deborah Hyde Deputy General Counsel and Director of Benefits Consulting P: 616.265.1552 E: [email protected]

Colleen Gole, JD, joined Acrisure in 2018. She has a Bachelor of Arts in English and History from the University of Michigan and her Juris Doctorate from Wayne State University. Before joining Acrisure, Colleen worked as Director of Compliance for a third party administrator where she advised clients on all matters involving health and welfare benefit compliance, including: the creation and customization of ERISA plan documents and amendments, COBRA, HIPAA, Form 5500 filings, and ACA reporting preparation and consultation. She routinely prepared articles and presentations aimed at informing clients of the changing laws and regulations impacting their employee benefit plans. As Senior Associate General Counsel at Acrisure, Colleen’s focus is to provide ongoing support and assistance to Agency Partners and their clients in order to help them achieve their employee benefit compliance objectives and obligations.

Deborah Hyde, JD, joins the Acrisure team from Agency Partner Filice Insurance based in San Jose, California. In her role as ERISA Counsel with Filice, Deborah advised employer-clients of all sizes on matters of health and welfare plan compliance, including the Affordable Care Act, ERISA, COBRA, HIPAA, IRC Sections 125 and 105(h), and wellness programs. Prior to her time at Filice, Deborah served as Associate General Counsel at a leading ESOP institutional trustee where she managed investigations conducted by the U.S. Department of Labor and lent internal support on issues of federal and state compliance regulations, fiduciary duties, and risk management. Deborah received her Bachelor of Arts in Political Science and English from the University of Illinois at Urbana-Champaign and her Juris Doctorate degree from the University of Kansas. As Deputy General Counsel and Director of Benefits Consulting at Acrisure, Deborah’s focus is to assist employer-clients in navigating the increasingly complex environment of employee benefits compliance with an eye towards creativity and efficiency. She also works with Agency Partners to offer compliance training and sales support.

C O M P L I A N C E S O L U T I O N S

Acrisure Compliance Solutions

www.acrisure.com

OPERATIONS TEAM

Devan Levandoski Director of Programs and Projects P: 616.541.1361 E: [email protected]

Rosalind Thompson Compliance Services Coordinator P: 616.265.1912 E: [email protected]

Rosalind Thompson joined Acrisure in 2019. She has a Bachelor of Arts in Interdisciplinary Studies Human Resources with a minor in Sociology from Michigan State University. Before joining Acrisure, Rosalind worked as a Compliance Administrator for a third party administrator. She assisted brokers and employers with various compliance services, including the drafting of ERISA plan documents, summary plan descriptions, summary of material modifications, and annual benefit notices; the preparation of Affordable Care Act (ACA) employer reporting; and conducting dependent eligibility verification audits. As Compliance Services Coordinator for Acrisure, Rosalind’s main focus is to support and consult with clients and Agency Partners on the reporting and disclosure mandates under ERISA. She is also involved in the administration and deployment of other compliance programs and services.

Devan Levandoski joins the Acrisure team from an Agency Partner, Acrisure Benefits Group (ABG), where she was the Vice President and Practice Leader. Over the last fifteen years, Devan has consulted with employers in all areas of employee benefits, including compliance. Before joining ABG, Devan worked in Human Resources, specializing in compensation and benefits for a large service employer in Grand Rapids, Michigan. After graduating from Grand Valley State University with a Bachelor of Business Administration with an Emphasis in Human Resource Management, Devan worked for a local benefits firm, consulting with clients of all industries and sizes. After five years, Devan went to work at one of the world’s largest global benefits consulting firms, where she held the position of Assistant Vice President. Devan is a member of the Society of Human Resource Management (SHRM), Association for Human Resource Management (AHRM) and the Human Resource Group (HRG). Devan is licensed in Life, Accident and Health insurance in Michigan. As Director of Programs and Projects for Acrisure, Devan’s main focus is the development of products and services, work-flow management, and consulting with Agency Partners.

C O M P L I A N C E S O L U T I O N S

Acrisure Compliance Solutions

www.acrisure.com

C O M P L I A N C E S O L U T I O N S

5664 Prairie Creek Drive SE Caledonia, MI 49316 800.748.0351 www.acrisure.com