Retirement and Compliance Manager

• Jan 2020 - Present

Pension/Regulatory Consultant Sr

• Sep 2018 - Dec 2019

Pension and 401(k) Administration

• Apr 2017 - Sep 2018

Consultant, Benefits

• Nov 2016 - Mar 2017

Sr. Benefits Manager

• Apr 1999 - Sep 2016

Responsible for the administration of qualified and non-qualified savings and pension plans covering over 10,000 employees, partners and retirees with assets in excess of $2 billion. Oversaw recordkeeping, trustee, legal and actuarial relationships, as well as ERISA compliance, large-scale projects and communications. Served as secretary to the Investment Committee of the qualified retirement plans. Assisted in administration of health and welfare benefits issues as needed. • Managed all aspects of multiple large, complex retirement plans covering employees and partners • Implemented plan changes including investment advice, auto-enrollment, contribution enhancements, fund changes, and mergers from initial planning to communication/ evaluation • Responsible for pension plan day-to day operations through complete wind-up including annuity purchase to provide all benefits per IRS/DOL/PBGC requirements upon full plan termination • Responsible for 401(k) savings plan day-to day operations through complete wind-up including automatic safe-harbor rollovers per IRS/DOL requirements upon full plan termination • Ensured compliance with IRS, DOL, PBGC, and SSA ERISA and fiduciary compliance requirements involving internal and external legal counsel as necessary to resolve complex issues Show less

Manager, Retirement Plans

• Sep 1995 - Apr 1999

Responsible for all aspects of the administration of qualified and non-qualified savings and pension plans covering 10,000+ bargaining and non-bargaining employees and 3,500 retirees. Supervised staff and provided assistance to 70 local Human Resources Managers and Representatives in business groups nationwide. • Participated as member of task force to evaluate and select new 401(k) vendor • Coordinated conversion from monthly valuation recordkeeper to new daily valuation recordkeeper, including implementation of VRS with Benefit Representatives and expanded investment fund options • Presented comprehensive train-the-trainer sessions for benefit plan changes to 70 HR Representatives • Re-wrote summary plan descriptions and restated plan documents with ERISA counsel • Participated in spin-off of substantial business group and provided consulting services to new entity • Team leader for Retirement Plans Compliance Audit including VCR filing and implementing administrative process improvements • Outsourced qualified domestic relations order administration • Researched and proposed Internet web site and automatic enrollment enhancements to savings plans • Compiled statistics for analysis of bargaining employees plan changes; implement contract changes Show less

Manager, Employee Benefit Services

• May 1988 - Sep 1995

Managed staff of seven individuals who assisted employees with all health, welfare and retirement plan issues. Responsibilities included ensuring that plan provisions, policies, and procedures were followed accurately and completely, as well as selection, training, motivation and appraisal of staff. • Integrated customer service units of health and welfare plans and retirement plans • Created and implemented program for continuous cross-training and development of staff • Conducted benefits meetings for employees of several new acquisitions and one divestiture • Presented “Lunch with Class” seminars on retirement plans to employees • Implemented and communicated new investment funds and voice response system options • Redesigned savings plan statements to incorporate new funds and coordinated quarterly statement production with Trustee and vendor • Served as Secretary to the administrative committee of the qualified retirement plans • Resolved unusual or complex issues with assistance of in-house ERISA counsel Show less