AMY URMY

Compliance Specialist

When you meet Amy Urmy you recognize that she is a highly competent professional with a genuine willingness to share her knowledge to help others.  Amy is perfect for her role as Compliance Specialist at Warner Benefits and HRAdministrators because she understands the complexities as is relates to compliance brought on by PPACA including IRC Section §6055 and 6056 reporting.  She also helps employers navigate ERISA compliance obligations relevant to welfare plan documentation and 5500 filings. She assists employers with making practical application of current regulations and guides them through the maze of filing complexities.   Amy is well versed on compliance pertaining to FSAs, HRAs, HSAs and COBRA.

 

With over twenty-five years of experience, Amy began her career as a Flex Administrator working with pension and retirement plans creating the personal discipline needed to ensure that administrative procedures and plan documents work together to comply with current IRS regulations.  Her ability to help clients develop logical procedures along with a check and balance system provides the parameters needed for employers to achieve and maintain compliance. Amy’s attention to detail and ability to communicate technical information in a simplified manner provides the assurance employers need.  After a full compliance review, an employer will be confidently prepared in the event of a Department of Labor audit. 

 

As Account Manager, Amy also adds her expertise in the varied responsibilities needed to effectively manage accounts including new account installation and renewal coordination. These responsibilities include a full market analysis of fully insured as well as self-insured plan options, insurance carrier negotiations, analysis of costs, plan design changes, and develop employee contributions.  Both employers and employees appreciate the educational group meetings and personal attention provided to employees in understanding their benefits.

 

 Amy holds her life/health insurance license and her GBDS certification (Group Benefits Disability Specialist). Happily married for over twenty-five years she lives in Allentown along with her son and enjoys time with family and friends. Amy enjoys baking, an eclectic combination of music, and classic movies.

 

Tel: 610-282-5560 (ext.104)

aurmy@warnerbenefits.net

 

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