Susan Sonkin

ChFC®, CLU®, CEBS, RHU®, REBC®

Director of Compliance

EXPERTISE // Initial compliance review, Form 5500 preparation, compliance advice on health and welfare plans with respect to Cafeteria Plans, COBRA, Health Savings Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, ERISA compliance, Health Care Reform, ACA reporting, HIPAA Privacy, Transportation plans, plan notices and disclosures.

CREDENTIALS // Bachelor’s of Science, Industrial Design; Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Certified Employee Benefit Specialist (CEBS); Registered Health Underwriter (RHU); Registered Employee Benefits Consultant (REBC); Accident & Health Producer; Life Producer

LOVES // Dinners with my 3 adult kids and their partners, bicycling