Experience

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  Phillips 66

  • Bartlesville, OK

  • US Pension & International Benefits Advisor

    • Aug 2018 - Present
    • Bartlesville, OK

    Benefits administration with an emphasis on the defined benefit pension plan.

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  BOK Financial

  • Tulsa, Oklahoma Area

  • Retirement Plan Services Operations Specialist

    • Sep 2017 - Aug 2018
    • Tulsa, Oklahoma Area

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  Sutterfield Financial Group, Inc.

  • Bartlesville, OK

  • Retirement Plan Administrator

    • Feb 2015 - Jun 2016
    • Bartlesville, OK

    Administration of 401k, profit sharing and fully insured defined benefit plans using multiple platforms such as Nationwide and John Hancock. Responsible for plan start ups, amendments, plan terminations, enrollments and distributions for approximately 130 clients.Perform compliance testing for the plans and preparation of Form 5500.

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  Williams Company

  • Tulsa, Oklahoma Area

  • Senior Retirement Plan Analyst

    • Aug 2010 - Sep 2014
    • Tulsa, Oklahoma Area

    Benefits administration with an emphasis on the defined benefit pension plan. Perform quality reviews for the accuracy of pension distributions for cash balance and final average pay plans. Correction of indicative data as well as pension account balances. Provides detailed analytical support using Excel for earnings accuracy between the payroll and vendor recordkeeping systems. Project management for the correction of operational failures and updates to process documents and procedures.

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  Pinnacle Technical Resources

  • Systems Analyst

    • Feb 2009 - Apr 2010

    On site assignment at Energy Future Holdings LLC, formerly TXU Corp, a Dallas based, privately held electricity provider.* Contract position responsible for beta testing and user acceptance testing (UAT) of anew payroll conversion to SAP including the Self-Service Workspace end-user applicationdeveloped by NorthgateArinso for employees and managers. * Creating and developing test scripts in accordance to EFH's specifications andprocesses. * DC/DB plan administration and exception processing (415 limit, loan defects, True Ups,etc.)* Responsible for PBGC premium payments and correcting indicative data.

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  HEWITT ASSOCIATES, LLC

  • Employee Benefits Specialist

    • Oct 2006 - Jan 2009

    On site assignment at Energy Future Holdings, LLC, formerly TXU Corp. Benefits administration with an emphasis on the equity based, non-qualified long termincentive plan (LTIP) for 450 executives. Prepared and distributed custom communicationstatements for each participant. Responsible for the tax withholding calculation for theplan and coordinated data flow to the payroll department and the stock transfer agent. Provided detailed analytical support, standard and ad-hoc reporting to EFH Human Resourcesand Treasury departments and assisted with the 10K filing.Monitored and processed cash retention awards for over 450 executives and various bonusesthat required monthly reporting to accounting.* Administration of the Split-Dollar Life Insurance Plan that covered 60 employees. Provided payroll with annual Interest on Premium calculations for W2 purposes and customcommunications. * Hewitt 2008 Quest Project Winner for automating the 401k matching formula for rehires.* Processed the Survivor's Death Benefit, provided Executive Compensation support and wasthe quality assurance resource for Salary Deferral Plan distributions.

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  C B RICHARD ELLIS- formerly Trammell Crow Company

  • Sr. Benefits Administrator

    • Mar 2002 - Oct 2006

    Benefits Administration of the defined contribution plan and the after-tax employee stockpurchase plan for 6,000+ employees and the executive equity based non-qualified stockoption and restricted stock plan for 250 executives.Responsible for tax calculations for both domestic and international employees with thestock option/restricted stock plan.Implemented a new salary deferral plan (for 2006) in less than three months.Increased the participation rate from 50% to 60% in the 401k plan by holding retirementplanning classes in the field and targeted communication pieces.Utilized Workforce Rewards (PeopleSoft's compensation package) to deliver regionalspecific employee salary surveys for domestic employees.* Administration of three Scholarship Programs.* Assisted with the annual review/merit increase process.

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  ING - formerly KPMG

  • Conversion Analyst

    • Oct 2000 - Mar 2002

    Transitioned new business defined contribution plans to the third-party recordkeepingplatform. Audited the plans to ensure account assets balanced to the trust and the plan featureswere in compliance with the plan sponsored documents.

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  CLARK CONSULTING - formerly Clark/Bardes

  • Sr. Benefits Analyst

    • Apr 1999 - Oct 2000

    Administration of Split-Dollar and 162 bonus executive life insurance plans which coveredboth domestic and international employees for clients such as Cargill and Sara Lee.Directed the workflow of an Account Assistant.

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  TIG INSURANCE COMPANY

  • Sr. Benefits Analyst

    • Jul 1994 - Apr 1999

    Administration of the qualified defined contribution retirement plan with a profitsharing feature, employee stock ownership plan and the non-qualified salary deferral plan.Managed three vendor changes for the retirement plan and two payroll conversions.

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  SEI CAPITAL RESOURCES

  • Sr. Benefits Analyst

    • Oct 1989 - Jul 1994

    Third party administration of defined contribution and thrift plans.Plan to trust reconciliation in a periodic and daily valuation environment.

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  Fidelity Investments

  • Registered Representative

    • Feb 1986 - Oct 1989

    Inbound sales and service representative regarding retail mutual funds and brokerageaccounts.Attained Series 6, 63, and 7 licenses as required by the industry.