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Brokerage Services for Insurance and Employee Benefits

Karen McLeese

Vice President, Employee Benefit Regulatory Affairs

CBIZ Benefits & Insurance Services

kmcleese@cbiz.com

/816.945.5213

Karen R. McLeese is Vice President of Employee Benefit Regulatory Affairs for CBIZ Benefits &

Insurance Services, Inc., a division of CBIZ, Inc. She serves as in-house counsel, with particular

emphasis on monitoring and interpreting state and federal employee benefits law.

Expertise

• Author of At Issue, a CBIZ client newsletter that provides information of general interest regarding

employee benefits law and legislation

• Author of For Your Benefit, a CBIZ compliance/reference guide to welfare benefits

• Author of Benefit Beat, a monthly CBIZ e-newsletter containing regulatory updates

• Reviews and interprets federal and state laws and regulations impacting employee benefits

• Monitors federal and state legislation impacting employee benefits

• Provides information in response to technical questions regarding employee benefits

• Provides technical support in response to employee benefit issues

• Follows and analyzes trends in employee benefits

• Monitors case law impacting employee benefits

Background

Education/Professional

• Juris Doctor, Duke University

• Bachelor of Arts, University of Notre Dame

• Kansas City Metropolitan Bar Association

• Kansas Bar Association

• Missouri Bar Association

• Health Law Forum and Labor & Employment Law Sections of the American Bar Association

• Benefit Law Journal’s Editorial Board