Phyllis joined CBIZ in 1996, and is the Managing Director of the Benefits Compliance Group. She specializes in employee benefits and ERISA reporting and disclosure requirements. Her responsibilities include auditing health plan claim payments, eligibility audits, preparation of Form 5500, non-discrimination testing and general benefits consulting in all areas of employee benefits. She has developed national-level exposure for the company through seminars and speaking engagements. Phyllis has functioned as a liaison between clients and insurance carriers. She provides compliance, marketing and service support to clients.
Prior to joining CBIZ, Phyllis was the Human Resource Department Supervisor with the Granite City division of National Steel Corporation. In this position, she was responsible for supervising the administration of the internal health claims operations, as well as the administration of their defined benefit and defined contribution plans which involved several union plans.