Manager, Compliance Services
Shelene has over 13 years’ experience involved in the execution and administration of Group Benefit Plans/Fringe Benefits including Internal Revenue Code Section 125 Flexible Spending Accounts, 129 Dependent Care Assistance Programs, 105h Self-Funded Arrangements, and 132 Qualified Transportation Accounts. She has vast experience in the administration of ERISA Health and Welfare regulations and compliance, IRS Tax Nondiscrimination rules, and is an industry expert on Affordable Care Act Employer Shared Responsibility mandates. She regularly holds educational seminars for advisors and plan sponsors on compliance requirements related to their group benefits. She has experience in virtually all aspects of plan administration with an emphasis in compliance, reporting, and trust accounting. Her background is in agricultural finance with the Farm Credit Administration (FCA). Mrs. Jackson is a current member of National Association of Health Underwriters-Central California.
Shelene joined us in January of 2019 to develop and manage ASi’s new compliance department.
She is a “researcher by nature” and that attribute has been nourished by her love of reading. She also enjoys the outdoors and can be found spending most of her spare time with her family camping, hiking and boating. Shelene is married to her best friend and has two grown sons and a beautiful 11-year-old granddaughter.