Jeremy Rodriguez, JD

IRA Analyst

Jeremy is an ERISA attorney that has been practicing in the field for over eleven years. Jeremy began his career with a benefit consulting firm and specialized in drafting plan documents, amendments, and compliance testing for a wide range of qualified plans. He also consulted with clients on retirement plan design, administration, and dispute resolution with third-party vendors.

After four years, Jeremy moved to an in-house role with a third-party administrator that managed pension and health plans for collectively bargained clients. In addition to managing the retirement plan documents and ensuring compliance with Federal law, Jeremy was responsible for implementing benefit changes to the health plan. This included benefit carve-outs for reference-based pricing, audit programs, and wellness programs. He was also involved in IRS and Department of Labor audits and has extensive experience negotiating and managing contracts with third-party vendors.

Finally, Jeremy is an experienced public speaker. He has given presentations on plan design, plan qualification, and retiree healthcare.

Jeremy is a graduate of Ohio University where he earned a dual major in American History and Political Science, Public Law. He holds a juris doctor from the University of Toledo, College of Law and is a member of the Ohio Bar. In his spare time, Jeremy enjoys spending time with family, exercising, cooking, and fishing.

Interested in having Jeremy at your next event?

Call (800) 663-1340 or contact us today!