Ubiquity Retirement + Savings® is a leading fintech company that sits at the crossroads of HCM, SaaS, and robo-record keeping. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support. For over 2 decades, we have helped workers save more than $2.5 billion and opened retirement plans for 9,000+ small businesses—pioneering a transparent, flat-fee, customizable savings experience. Our tenured team are retirement experts and future-you champions! Learn more at: myubiquity.com

• Administer single employer pension plans• Certified 401k Administrator (current)

• Provide flexible benefits plan administration for over 100 companies as well as administration of specialized employer benefit programs such as HRA, Backup Child Care and Healthy Lifestyles • Assist, train, mentor and support customer service and claims processing departments• Client support – communicate and answer client and broker questions concerning administration of Sec 125 Plan, to ensure the plan remains in compliance with plan document and IRS regulations • Participant support – provide information on eligible expenses, account balances and claims deadlines, assist in resolving complaints, concerns regarding eligibility, payroll discrepancies and denied claims• Attend client’s benefit fairs, both locally and out of state, to educate employees of their employer’s flexible benefit plan. Encouraged enrollment and increased participation• Maintain client and employee confidential records and adhere to current HIPPA requirements• Debit card administration, including collection of insurance information from the client or broker • Assist CEO / Owner in establishing processing and office procedures• Create and maintain processing schedule to ensure daily and weekly tasks are completed• Accounts receivable – calculate and bill for FSA plan administration, receive and process payments, make deposits and maintain A/R records• Daily bank reconciliation for client funded accounts and monitoring of clients’ funding goals• Daily check and ACH payment processing for flexible spending account participants• Previously COBRA certified (4/2008 to 4/2011). Familiar with concepts and terminology• Miscellaneous duties included payroll reconciliations for clients and year to date audits of enrollment

• Third party administration of flexible spending accounts for over 100 companies, including claims processing, issue benefit payments, customer service, and reconciliation of payroll deductions • Oversee productivity of an assistant and any assigned temporary employees • Coordinate open enrollment deadlines and requirements with clients• Chairman of the Board for company’s “Charitable Gift Giving” committee – met monthly with fellow board members to nominate and choose a non-profit organization in the community to donate to, presented the chosen organization with the donation, maintained donation records