Megan James LLC

I'm a Employee Benefits & Retirement strategist and leader with experience designing, building, and leading successful benefit and retirement functions in high growth environments. Passionate about the employee benefits experience, engaging and effective benefit communications, and designing strategies that add value and deliver results. My flexibility and depth of experience, allows me to take lead on whatever is needed, from successful delivery of strategic projects to running your organizations full benefit function. I will hit the ground running and deliver impactful results. Areas of expertise: -Benefits & Retirement Program Design -401(k) Plan Management & Governance (annual audit) -Benefit Plan Coverage Design -HR and Benefit Commuinications -Vision & Strategy Development (multi-year roadmap design) -Diversity & Inclusion Benefit Program Design Alignment -RFI/RFP Process Management -Vendor Management & Evaluation -Day-to-day Program Efficiency (re)Design -Employee Benefit Support Design & Delivery -Benefit Branding & Communications -Self-Funding Program Implementation (Finance Sync Reporting) -Benefit Operations Optimization (Workday, ADP, etc.) -Program Redesign & Reset -M&A / Pre-Benefit Evaluations & Post-Acquisition Benefit Integrations -Annual Renewal Process Leadership -Annual Open Enrollment Planning & Execution -Public Speaking & Benefit Presentations (online or in-person) -Utilization Review & Reporting -Executive Dashboard Creation -Parental Leave Design & Family Offerings -Leave of Absence & Accommodation Program Design and/or TPA Implementations -Hire and/or Develop High Functioning Benefit Teams -Budget & Finance Oversight -Benefit & Retirement Plan Compliance & Governance -Annual Compliance and Benefit Communications Calendars

Industry

Human Resources Services

Company size

1 employee

Headquarters

San Francisco Bay Area

Type

Self-Employed

Founded

2020

Specialties

Benefits Strategy, Open Enrollment, Benefits Renewal, Leave of Absence, Benefits Operations, Workday Benefits, ADP Benefits, RFP, RFI, Benchmarking Analysis, 401(k), 401(k) audit, and 401(k) Committee Leader