Sheila F Vasseur,

Address: *** ********** *****, *******, ** 06082 Phone: (860) 749-

**** *-****:acg2hu@r.postjobfree.com

Cell: 860-***-****

Professional Summary

. 20+ years of combined experience in ERISA compliance, consulting

and administration experience including 403(b),501(c)(3), and Taft

Hartley plans(TRA '86 through PPA 2006, FMLA, DOL, ADA and SECTION

125

. 20+ years customer service and client relationship experience

. 6 years as Compliance Officer managing 6 para-professionals

. 6+ years managing federal and state filings of qualified pension

plans, group annuity and investment contracts and investment riders

. 15+ years customer service experience in large case pension

investment customers

. 8+ years of experience in reengineering process and workflow

. 8+ years project management (SDLC)

. 12+ years product development

. 10 years developing and executing national marketing strategies

. 10 years managing large pension investment service provider business

requirements

. 12+ years STAT and GAAP accounting

. 20+ experience working in a team environment

. 8 years retail sales experience

Skills

PENSION & COMPLIANCE FINANCIAL&MARKETING & SYSTEMS

ERISA COMPLIANCE AND ENTERPRISE DATA MANAGEMENT AND

CONSUTLING ALL PLANS INCLUDING INTEGRATION

COLLECTIVELY BARGAINED PLANS DATA ANAYSIS AND MODELING

PENSION PLAN ADMINISTRATION BUSINESS & INFORMATION SYSTEM

401(a),401(k),403(b),501(c)(3) DEVELOPEMENT

UNION DEVEOPMENT OF TRAINING MATERIALS

PLAN AND CONTRACT DOCUMENT STRATEGIC PLANNING

DRAFTING AND INTERPRETATION MARKETING (NATIONAL STRATEGIES)

ANNUITY AND INVESTMENT CONTRACT PRODUCT DEVELOPMENT

DEVELOPMENT NEW BUSINESS DEVELOPMENT

REGULATORY FILINGS: PENSION PLANS OPERATIONS MANAGMENT

AND CONTRACTS INCLUDING 5300.5500 STAT and GAAP ACCOUNTING

TEAM MANAGEMENT PROJECT MANAGEMENT (SDLC)(AGILE)

KEY ACCOUNT MANAGEMENT

STAFF TRAINING AND DEVELOPMENT

Accomplishments

INCREASED ANNUAL SALES 2400% INITIATED COST SAVINGS OF $250,000

OVER 5 YEARS FOR REENGINEERING STATE FILING

DEVELOPED 5 NEW PENSION PROCESS FOR CONTRACT

PRODUCTS AND SERVICE STRATEGIES INVESTMENT RIDERS

INCLUDING COLLECTIVELY INITIATED COST SAVINGS OF $350,000

BARGAINED PLAN SERVICES FOR REENGINEERING PLAN DOCUMENT

MANAGED A 6 PERSON PARA- PRODUCTION PROCESS

PROFESSIONAL TEAM FOR TRA"86 DEVEOPED NEW FORM OF VOLUME

LEGISLATIVE CHANGES SUBMITTER DOCUMENT APPROVED BY

AUTOMATED ANNUAL RATE CREDIT IRS

DETERMINATION PROCESS

Career Summary

PLAN DOCUMENT SYSTMES / Thompsonhine llp

Washington,

DC

Marketing and accounts manager

1998-2007

Worked remotely from home in CT. Commuted regularly to DC. Responsible for

national marketing strategies, establishing target market, marketing

materials, communications, power point presentations, and web site

development. Analyze industry paradigms and competition product and

services for use in marketing and production development activities.

Increased gross annual sales from $100,000.00 to $2,500,000.00 million

dollars within the first five years. Responsible for developing and

marketing of ERISA plan documents, spds, plan summaries and other ERISA

plan document assembly products and services utilizing enterprise data base

design to customers in the financial investment service industry, including

CIGNA, Prudential, Mass Mutual, The Hartford & American Express.

Responsible for account management of several multi-million dollar accounts

for plan restatement processes, new business clients, and consulting on all

aspects of pension plan compliance, data integration, database design,

management and integration, and document production. Maintain expertise in

ERISA regulations to proactively determine impact on their book of

business. Identify, plan and assist in developing new products and services

based on industry data and document needs. Responsible for managing

existing account relationships and developing new opportunities for the

sale of new services and products including tax exempt and collectively

bargained plans. Instrumental in developing and marketing five new products

and service strategies utilizing enterprise data design, DB2 table

structure and identifying data source and input. Responsible for analysis

and development of 5300 series filing product and customer information data

input forms

Mass Mutual Life Insurance Company

Springfield,

MA

Director / Defined Contributions Operations

1996-1998

Responsible for providing consulting and administrative expertise on all

aspects of creating and maintaining a qualified defined contribution

pension plan for over 400 clients in the New Jersey, New York and

Philadelphia area working with a team of underwriters and administrators,

Provided ERISA consulting services on plan design and administration for

new 401(k), profit sharing, and money purchase pension plans for new sales,

mergers and acquisitions, and spin-offs of existing divisions or companies.

Provided ERISA consulting services on clients with employees covered by

Defined Contribution and Defined Benefit plans. Provide consulting support

to externals customers and internal operating areas to insure continuing

Federal, Department of Labor, and State regulatory compliance of all plan

documents, investment contracts and administrative procedures. Provide

consulting on all aspects of discrimination testing, 5307 and 5500

preparation. Responsible for identifying re-engineering opportunities in

conjunction with development and implementation of new record-keeping

system and improved administrative and data processing and workflows.

CIGNA Retirement & Investment Services

Hartford, CT

Assistant Director, Training and Strategic Development

1995-1996

Responsible for strategic development of business policies and training

programs for administrative and consulting departments managing project

teams of 3 to 8 business consultants. Responsible for identifying re-

engineering opportunities in conjunction with development and

implementation of new systems, business policies, and products (including

group annuity and separate account investment products). . Responsible for

strategic development of business policies and training programs for

administrative and consulting departments

Assistant Director, Compliance Officer

1990-1996

Responsible for managing 6 person unit dedicated to monitoring, analyzing,

and researching ERISA federal and state legislative activities and laws to

determine impact of Divisions book of business. Responsible for the

strategic development and implementation of new process and procedures for

filing new and existing pension and investment account products, including

creation of "universal" separate account investment riders, consolidation

of group annuity contract forms, and consolidation of prototype adoption

agreements and base plan documents. Drafted, filed and obtained state

approval of various group annuity contracts, separate account investment

riders, and non-qualified investment products. Managed the drafting of

plan and summary plan description language for qualified and non-qualified

pension and welfare benefit plans, including 401(k), 401(a), 403(b) and

Taft-Hartley pension plans. Responsible for drafting, updating, and filing

CIGNA's Defined Contribution and Defined Benefit core documents (prototype

and individually designed qualified and non-qualified plans individual plan

documents and summary plan descriptions) in compliance with IRS and DOL

regulations. Supported internal training seminars on compliance topics,

pension and group annuity products. Provided product and technical advice

to agents, home office personnel, and CIGNA legal counsel including

assisting with collectively bargained plan compliance and terminations.

Interacted with customer, field agents and outside counsel and necessary

the sale and servicing of CIGNA group pension products. Assisted in the

development, marketing and filing of products focused on Taft-Hartley

plans. Prepared training and communication materials for new and existing

products and legislation affecting plan design and administration.

Prepared departmental budget, annual and semi-annual employee performance

reviews, and was responsible for interviewing candidates for departmental

new hires. . Received monetary Quest award for recommending cost-savings

measures in excess of $250,000.00 (on an annual basis) for change in design

and filing procedures for group annuity contracts and separate account

investment riders.

Initiated outsourcing of individually designed defined contribution and

defined benefit pension plan production resulting in annual savings of over

$300,000.00.

Senior underwriter

1987-

1990

. Monitored and researched all ERISA federal legislative and

regulatory activity to determine impact on defined benefit pension

plans. Provided consulting expertise on pension plan terminations and

contract discontinuances in compliance with IRS and PBGC regulations

. Consulted on defined benefit pension plan qualifications and

investment products for over 250 defined benefit clients. Responsible

for underwriting cases for the large offices in the division (NY, NJ,

CA, CT including Taft-Hartley plans). .

Business design Analyst

1984-

1986

. Lead business analyst responsible for developing a structured top

down (enterprise) data business model and functional data base design

package in conjunction with the development of a division wide

accounting system for pension plan assets combining 27 actuarial

system's data into one division wide data base.

Senior financial experience rater

1980-

1984

. Reconciled and prepared monthly, quarterly, and annual financial

experience rating reports for defined benefit pension plans (group

annuity contracts).

. Experience rated pooled investment products, determined gains and

losses and set future year interest rates.

. Automated rate credit determination project for group annuity

employer plans by developing an excel application.

continuing education

CERTIFIED EMPLOYEE BENEFIT SPECIALIST (CEBS) COURSES:

DC Plans (Course III)

HRM and Compensation (Course VIII)

Certifications from the American Law Institute and the America Bar

Association (ALI-ABA); Advanced Pensions and the Philadelphia Institute of

Employee Benefits; (Plan Administration courses)

Attended Enrolled Actuary Conferences and the Internal Revenue Service

EP/EO Division seminars and pension plan compliance seminars.

computer skills

WINDOWS OFFICE, WORD, WORD PERFECT, LOTUS, ACCESS, SDLC, AGILE, QUATROPRO,

PARADOX, DOS, ACCELERATOR, FOCUS

Cobol, DBII, SQL, Hot Docs, dBase languages

COMMUNITY SERVICE

16 YEARS OFFICER OF A LOCAL WOMEN'S AUXILIARY (501(C) (3) ORGANIZATION,

FORMER GIRL SCOUT LEADER, EXPERIENCE WITH DEAF AND ADHD CHILDREN (HAVE 2

GROWN CHILDREN WITH DISABILITIES) ONE OF THE 6 FOUNDING MEMBERS OF THE CREC

SPEECH PROGRAM FOR THE DEAF ESTABLISHED AT ST. JOSEPH'S COLLEGE IN WEST

HARTFORD CT. PUBLISHED POET, WRITER, OIL PAINTING

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