KELLY Benefit Strategies has hired Jennifer Spiegel Berman, JD to enhance its compliance consulting services. In dual roles as Senior Vice President, Compliance and ERISA Counsel, Ms. Berman’s primary function will be to provide consulting services to clients regarding ongoing employee benefit compliance issues.
In partnership with the KELLY consulting and account management teams, Ms. Berman will help design and implement innovative benefit strategies within the confines of the many applicable legal requirements now impacting employee benefit plans; including the Internal Revenue Code, ERISA, HIPAA, COBRA, ACA, wellness plan rules and other applicable statutes. She will also lead the KELLY compliance department, a team of professionals focused on ensuring KELLY’s clients are up-to-date on the latest compliance news and assisting them with compliance issues.
“After many years of serving as a trusted resource to the organization and our clients, I am pleased to officially welcome Jen Berman to the KELLY team,” said John Kelly, President of KELLY Benefit Strategies. “Jen’s knowledge of the law, coupled with her ability to consult with clients with their business needs in mind, is a unique skillset that will strengthen our consulting team and add tremendous value to our client service.”
Ms. Berman brings with her to KELLY a decade’s worth of experience in private legal practice, and was named to the 2014, 2015 & 2016 Maryland Rising Stars List by Super Lawyers Magazine in the area of employee benefits and executive compensation.
In 1976, former Maryland State Senator Francis X. (Frank) Kelly and his wife, Janet, founded a small insurance company in the basement of their Timonium, Maryland home. Today, Kelly & Associates Insurance Group (KELLY) is the region’s leading health insurance broker/administrator, which consists of multiple companies that provide integrated total benefits, payroll and workforce management solutions for employers of every size.
Senator Kelly is now the Chairman of Kelly & Associates Insurance Group and Frank Kelly III, the eldest son of Janet and Frank, serves as CEO of the KELLY companies. Frank and Janet Kelly’s other sons, John, David and Bryan, are key leaders in the business serving in chief roles as well as presidents of KELLY’s entities and divisions.
The expanding enterprise, serves over 10,000 corporate clients and employs more than 450 people serving companies that range in size from sole proprietors to corporations with more than 20,000 employees. Based in Baltimore County since its inception, the organization moved its headquarters to Sparks, Maryland in 2015 and has regional offices in Rockville, Maryland and Wilmington, Delaware.
Kelly & Associates Insurance Group has won recognition as Maryland’s largest Employee Benefits Administrator by The Baltimore Business Journal for fifteen consecutive years, and was awarded the Family Business Award of Excellence through the Ernst & Young Entrepreneur of The Year® program in 2013.