Supervisor Resume

Summary of Qualifications

A relationship manager skilled in managing the complex challenges and issues that arise within the retirement plan environment. A marketer and manager with an extensive consulting background and deep knowledge in the administration of retirement plans.

Areas of Expertise

401(k)/Profit Sharing Plans
ESOPs
Pension Plans
Non-Qualified Plans
Non-Discrimination/Compliance Testing
ERISA/IRC "Code" knowledge

Confidential (May 2007-Oct. 2011)
Supervisor, Retirement Plans & Global Benefits Analysis

Supervised all retirement programs at a large multi-location employer. Recommended and developed new policies and plan improvements regarding employee benefit plans while ensuring compliance to all applicable regulations.

Supervised the Cushman & Wakefield 401(k) Pay Conversion Plan, Cushman & Wakefield 401(k) Retirement Savings Plan for Building Employees, & the Deferred Compensation Plans.
Coordinated with IRS on outstanding issues and negotiate reduced penalties.
Conducted special benefits analysis related to the acquisition of new businesses.
Presided over the annual 401(k) audit process to meet required deadlines and standards.
Created new audit procedures to ensure plan compliance with all required regulations.
Managed the open enrollment process for the Deferred Compensation Plans.
Developed creative and effective communications programs to ensure targeted communication objectives are accomplished (increases in participation, diversification of investments, etc.).

Confidential (Mar.2003-May 2007)
Second Vice President - Account Management

Directly interfaced with key executives at small and mid-size clients in a manner that ensured relationship retention; created opportunities to cross-sell other employee benefit plans and services that enhanced the clients benefits program.

Lead client relationship manager in the administration and operation of entire range of employee benefit plans for over twenty-five clients.
Provided consulting services for defined benefit, defined contribution, non-qualified, stock option, executive compensation, and post-retiree medical plans.
Designed non-qualified plans including SERP, target benefit, and phantom stock plans.
Formulated and delivered presentations to senior executives and board members on new business opportunities.
Presented formal recommendations to existing clients on upcoming changes to employee benefit plans.
Initiated new benefit plans and terminated existing plans due to acquisitions and divestitures.
Conceived client communication strategies for benefit plans.

Confidential (Sep. 1998-Mar.2002)
Retirement Consultant

Lead relationship manager on all retirement plan issues for several large clients. Major responsibilities included client management, project management, team management, and new business generation.

Managed client relationship for several Fortune 500 clients.
Designed, compared, and integrated retirement benefit plans (DB/DC) to better reflect client strategies.
Partnered regularly with all levels of management both at client and at PwC.
Supervised a team of 5 associates in the daily operations of plan processing for traditional and daily plans.
Led implementation of large new plans.
Established web sites and interactive voice response systems.
Exceeded all targets for client billing.

Confidential (jan. 1998-Sep.1998)
Account Manager - Middle Market Operations

Managed both the ongoing client relationships and the conversion process for many mid-market defined contribution plans. Typically these plans had between 50 and 1,000 employees and/or assets of between 5 and 100 million dollars.

Coordinated the conversion of twenty newly acquired 401(k) plans.
Managed client relationship regarding defined contribution plans for more than 40 clients.
Ensured satisfaction with all company services.
Devised systems projects for special client assignments.
Assisted Financial Consultants in the sales process regularly.

Confidential (jan. 1993-Jan.1998)
Administrative Consultant

Took a leadership role in managing the client relationship at an early age for many clients. Sample clients include PaineWebber and Harper Collins Publishers. Gained experience in all aspects of plan administration and retirement consulting.

Sole administrator for defined contribution plans with assets over half a billion dollars and more than 15,000 active participants.
Built, maintained, and managed strong client relationships.
Mastered 3 separate proprietary recordkeeping systems.
Completed required compliance testing for multiple plans.
Achieved new efficiencies to improve plan operations and to ensure continued retention of clients.

.Education

Degree: Bachelor of Science in Business Administration
Major: Management, Graduated with Honors

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