ebsa benefits advisor
The Office of Program Planning, Evaluation and Management provides advice and leadership in the development and implementation of Agency policy, strategic planning and evaluation, financial management, budgeting, human resources and administrative programs designed to assure effective management of Agency operations and resources. Before sharing sensitive information, make sure youre on a federal government site. Suite N-5718 It is available in alternate format upon request: Voice telephone: (202) 693-8664. Federal government websites often end in .gov or .mil. Federal government websites often end in .gov or .mil. Fax: 202-219-6531, Deputy Office Director Learn about EBSA .ebsa-content .topic-wrapper form input { height: inherit; } Benefits Advisor at US Department of Labor EBSA Kansas City, Missouri, United States 811 followers 500+ connections Join to view profile U.S. Department of Labor About Jeri Lynn Winters is a. Selection of "Other" requires comments in the "You are a:" section. Washington, DC 20210 626-229-1000 All document requests will be processed on a first-come, first-served basis. The Cincinnati Regional Office will offer this webinar and will be available to address your a Benefits Advisor questions. Federal government websites often end in .gov or .mil. William Barron It only requires that those who establish plans must meet certain minimum standards. .agency-blurb-container .agency_blurb.background--light { padding: 0; } Chief Accountant 201 Varick Street Deputy Assistant Secretary 859-578-3889, Division of Financial Investigations 202-693-8364. Approximately one quarter of EBSA's regional field office staff are investigators. EBSA is responsible for protecting the integrity of private employee benefit plans that cover nearly 158 million workers, retirees, and their dependents, who rely on these plans for retirement, health, disability, and other benefits critical to the health and financial security of America's workers. The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely. 202-693-8715Division of Field Operations and Support Boston, MA 02203 Also, some actions of employers may not always seem fair or honorable yet may be legal. @media (max-width: 992px){.usa-js-mobile-nav--active, .usa-mobile_nav-active {overflow: auto!important;}} We encourage the public to suggest improvements in Departmental information quality practices and to contact it when particular disseminated information may not meet OMB guidelines and the guidelines set forth in DOL's Information Quality Guidelines. Managing retirement and healthcare benefits is a challenge for everyone. 202-693-8502, Division of Economic Research and Analysis Suite 100 Before sharing sensitive information, make sure youre on a federal government site. Jesus Salinas Suite 600 Suite 2160 Suite 11-300 Can you help me? .manual-search ul.usa-list li {max-width:100%;} You may receive a response by email; or, if the Benefits Advisor does not have enough information to completely answer your question, he or she may need to speak to you by telephone to discuss your situation. If at all possible, please include both your email address and your day-time telephone number so that we can respond to you promptly. Washington, DC 20210 Applications for exemptions under Title I of ERISA are handled by EBSA's Office of Exemption Determinations (OED). Previously, Gomez was a partner with the law firm Cohen, Weiss and Simon LLP and the Chair of the firms Management Committee. .vfcp_checklist .row .number_label { text-align:center; } Washington DC 20210 Employee Benefits Security Administration 202-693-8700 Washington, DC 202101-866-4-USA-DOL, Important Information for Health and Retirement Benefits, Secure Your Financial Future - A Toolkit for Individuals with Disabilities, Employee Benefits Security Administration, Mental Health and Substance Use Disorder Benefits, Children's Health Insurance Program Reauthorization Act (CHIPRA), Special Financial Assistance - Multiemployer Plans, Delinquent Filer Voluntary Compliance Program (DFVCP), State All Payer Claims Databases Advisory Committee (SAPCDAC). Send requests for interpretations and other rulings to either ORI or OHPSCA as described above at the following addresses: U.S. Department of Labor Federal government websites often end in .gov or .mil. Suite N-5623 .usa-footer .grid-container {padding-left: 30px!important;} [CDATA[/* >*/. 816-285-1800 EBSA's enforcement program also obtains non-monetary corrections and injunctive relief in civil cases that result in increased protections for plan assets and benefits. Office of Regulations and Interpretations Can the Department of Labor assist me with my pension, 401(k), profit sharing, or other retirement issue, if my benefit is lost, stolen, or being denied by my plan? 859-578-4680 @@media only screen and (max-width: 768px) { .vfcp_checklist .row .number_label { text-align:left; } } ), Getting documents or statements from your plan, Notice of potential private pension from the Social Security Administration, Eligibility for employer sponsored benefits, Plan operation (such as funds not being deposited in the plan, employer has not paid premiums, investments, etc. Atlanta, GA 30303 Joe Canary The Employee Benefits Security Administration (EBSA)'s . Assistant Secretary Before sharing sensitive information, The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely. An agency within the U.S. Department of Labor, 200 Constitution AveNW Choosing a Retirement Solution for Your Small Business . Does the plan comply with the mental health parity provisions for annual dollar limits on mental health benefits? Fax: 202-219-1942, Division of Regulations and Standards An official website of the United States government. In total, $83.9 million was distributed to participants who were affected by these terminations.1. You may email the national office or contact the EBSA office nearest you. .vfcp_checklist .row { margin: 10px 0px; } #block-googletagmanagerheader .field { padding-bottom:0 !important; } Advisors may work with plans on voluntary compliance related to a specific incident, whereas investigators review the overall plan design and work with the fiduciaries and administrators on broader plan compliance issues. See 29 CFR 2590.712(b). Office Director 200 Constitution Ave NW Many of the inquiries came via EBSA's toll-free number 1-866-444-EBSA (3272) or its web portal at askebsa.dol.gov. Crisanta Johnson .cd-main-content p, blockquote {margin-bottom:1em;} Terminated vested results represent a combination of the present values of lifetime annuity payments made to participants and beneficiaries or lump sum balance payments, plus interest distributions paid as either retroactive lump sums or included in actuarially adjusted future annuity amounts. The Office oversees regional operations and ensures the execution of Regional Office enforcement, outreach, education and assistance programs with respect to the requirements of ERISA relating to fiduciary standards, prohibited transactions, reporting and disclosure, bonding, requirements for group health plans, and prohibitions against office holdings, as well as the undertaking of criminal investigations. She was a member of the International Foundation of Employee Benefit Plans and the AFL-CIO Union Lawyers Alliance. #block-googletagmanagerheader .field { padding-bottom:0 !important; } The DOL reports that overall in FY 2021, EBSA's benefits advisors closed more than 175,000 inquiries which recovered $499.5 million in benefits on behalf of workers and their families through informal resolution of individual complaints. You must enable JavaScript to add multiple employers. In total, EBSA's enforcement program helped 6,928 terminated vested participants in defined benefit plans collect benefits of $542 million owed to them. EBSA's Mental Health Parity page and our Benefits Advisors can help you determine if your health plan provides meaningful coverage for treatment. Christopher Motta In FY 2022, EBSA closed 907 civil investigations with 595 of those cases (66 percent) resulting in monetary results for plans or other corrective actions. We may also contact your employer, union, or plan service provider to help resolve your issue. */. ), Retirement/Pension Plan (such as 401(k), defined benefit, profit sharing, etc. In addition to the $83.9 million in distributions from voluntary applications by Qualified Termination Administrators, EBSA also obtained $5.9 million in distributions for participants through enforcement efforts relating to abandoned plans. EBSA wants to give all of our customers the best service possible. We will continue to evaluate and improve our service and will survey our customers from time to time to determine whether we are meeting your needs. 202-693-8335. 202-693-8300. The Division of Regulations is primarily engaged in implementing the agency's regulatory agenda under Title I of ERISA and coordinating regulatory activities with other Federal agencies. If your valid complaint cannot be resolved informally, it may be referred for further review by our enforcement staff. 1335 East-West Hwy If a plan participant or beneficiary is unable to obtain a more recent copy of the SPD or a SMM from their plan administrator, an EBSA Benefits Advisor will request a copy from the plan administrator on the individuals behalf. Federal government websites often end in .gov or .mil. The Office of Health Plan Standards and Compliance Assistance (OHPSCA) is the primary source of regulations and interpretive guidance related to group health plans under ERISA and provides education, compliance assistance, and other technical support to group health plans, their service providers, participants and beneficiaries, other EBSA offices, and other government agencies on health coverage-related matters. EBSA's goal in responding to requests for interpretations and other rulings is to facilitate compliance with ERISA, and the department's regulations through useful and timely interpretive guidance to plan participants, plan sponsors and other members of the employee benefits community. .usa-footer .container {max-width:1440px!important;} ol{list-style-type: decimal;} Its staff consists of professional economists and EBSA's Chief Actuary. Each acknowledgment letter will identify the employee benefits law specialist to whom the request has been assigned and a telephone number for directing questions concerning the request. This program provides participant and compliance assistance directly to the public through a staff of Benefits Advisors, located in EBSA's field offices, who answer inquiries and complaints received by phone, mail, electronically or in person. Office Director The Office of the Chief Accountant is comprised of two divisions: the Division of Accounting Services and the Division of Reporting and Compliance. During FY 2022, EBSA received 1,433 applications from Qualified Termination Administrators and recognized 1,453 plans as fully wound up. At that time, our staff will provide an estimated date for completion and will keep you apprised of any problems arising during the processing stage. 202-693-8618 The Legislative division tracks legislative activity and policy trends related to retirement and health plan issues, provides analyses of legislative proposals of interest to EBSA, and screens and distributes clearance requests from the Office of the Solicitor (SOL) and Exec Sec for comment within EBSA. Mr. Khawar has a bachelor's degree from the Johns Hopkins University and a law degree from Emory University School of Law. Rod Dunlap Washington DC 20210 Fax: 202-219-6531, Executive Assistant Gao.Li@dol.gov . /*--> li a span.menuarrow { font-size: 14px; } Starting on February 13, 2022, TTY and VRS toll-free numbers will no longer be valid. Michael Auerbach 202-693-8635. Washington, DC 20210 EBSA's goal is to provide a response or assessment of the request within 180 days of receipt. Health Benefits Advisor for Employers; Health Benefits Advisor for Employers Consolidated Omnibus Budget Reconciliation Act (COBRA) Does your group health plan provide each qualified beneficiary with at least 60 days to elect COBRA coverage, and does your plan permit each qualified beneficiary to revoke his or her waiver of COBRA coverage . Applicants will be treated courteously and with respect. 202-693-8335 1000 S Pine Island Rd 212-607-8600 Before sharing sensitive information, make sure youre on a federal government site. Amy J. Turner In addition, the information in this fact sheet constitutes a small entity compliance guide for purposes of the Small Business Regulatory Enforcement Fairness Act of 1996.