| PROFESSIONAL EXPERIENCE: |
| Confidential |
| Health and Welfare Analyst |
- Liaison with client legal department on subpoenas and client administration group on ERISA denial appeals. Liaison with medical, dental, life, COBRA vendors.
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- Receive and handle client and internal escalations. Run reports for team management.
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- Research retiree life insurance coverage and update data base monitor dependent data base.
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- Interface with disability and medical vendors on eligibility and premium payment issues resolve enrollment discrepancies between vendor and internal database.
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- Technical Analyst/User Acceptance Testing Analyst
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- Developed and executed test plans for testing health and welfare HW and defined benefit DB plan systems in multi-client and single client environments
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- Wrote specifications for interfaces, reports and extracts for client and internal technical team review
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- Identified and created test populations using PL/SQL Oracle and Microsoft tools
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- Developed .sql queries using PL/SQL Oracle for client and internal reporting as well as problem identification. sizing and analysis
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- Created expected results solutions for use in HW and DB plan testing using MS Excel
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- Administered user acceptance testing of web changes, data migrations, software changes, production verification of enrollment forms and confirmation statements.
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| Implementation Analyst |
- Developed DB administration system parameters for new plan implementations and performed unit testing
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- Maintained parameters for existing DB benefit administration systems and performed trouble-shooting and exception analysis
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- Developed benefit calculation verification solutions using MS Excel.
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- Performed and verified estimate and final DB calculations set up benefit payments performed data base analysis prepared actuarial census data.
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- Managed response s on elevated problem cases and dealt directly with clients' employees.
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| Confidential |
| Plan Administrator |
- Administered defined contribution DC plans for clients on a third party basis
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- Prepared plan financial statements, allocated investment experience, prepared directions to clients' investment managers/advisors
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- Maintained participant accounts records and operated recordkeeping systems Pentabs and Quantech
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| Confidential |
- Prepared and filed annual reporting requirements, summary annual reports, summary plan descriptions and summaries of material modifications
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- Prepared submissions to the Internal Revenue Service.
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| Confidential |
| Director, Retirement Administration |
- Administered centralized, cash balance, DB pension plan for approximately 35,000 domestic employees administered prior benefit structures and annuity contracts of previously terminated plans of subsidiaries
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- Supervised a staff of 14 administrators and technicians. Analyzed staffing needs and hired additional staff as needed.
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- Supervised the administration of trustee and retirement plan financial functions to assure compliance with regulations and reporting requirements.
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- Moved unit operations from Baltimore, MD to Hartford, CT hired and trained new staff.
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| Confidential |
| Director, Employee Benefits |
- Design and administration or retirement plan, capital accumulation plans and health and welfare plans for corporation that grew from 3,000 to 12,000 employees
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- Recruited, developed and managed benefits administration staff that ranged from 4 to 8 employees
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- Evaluated and hired outside recordkeeping services for defined contribution plans
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- Administered non-qualified deferred compensation plans for executives and outside directors
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- Developed, recommended and implemented revisions to corporate benefit programs in conjunction with corporate acquisitions and mergers.
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| Confidential |
| Benefits Specialist |
- Drafted defined benefit and profit sharing/thrift plans, summary plan descriptions and various employee communications and ERISA compliance devices assisted clients in initial ERISA compliance
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- Conducted an extensive on-site ERISA compliance review of the trust department of a large commercial bank.
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