Customer Service Manager

Karen E. Morris Lyons

**** ****** ***** ***** ? Decatur, Georgia 30035

Home: 678-***-**** ? Cell: 404-***-**** ? abji0z@r.postjobfree.com

SUMMARY

Analyst with diverse experience in employee benefits consultation, data

management and financial areas. Accomplished plan administrator and

retirement plan consultant. Works well in team environment or

independently. Client-focused with strong relationship building skills.

Strengths include:

Organizing Communicating Customer Service

Coordinating Data Management Plan Administration

EXPERIENCE

wachovia, a wells fargo company,

wachovia retirement services, Atlanta, GA 2007 - 2009

Actuarial Benefit Consultant Associate

Assisted VP/Actuary with reviewing and completing client projects. Directed

and responded to analyst questions and consulted with clients on projects.

. Reviewed or completed all aspects of Actuarial Valuation, expense &

disclosure valuations and reports for defined benefit pension plans to

ensure high quality work product.

. Implemented new procedures or followed established procedures to timely

and accurately review or prepare employee benefit calculations and

individual participant pension benefits statements.

. Reviewed or prepared proxy information for clients, which assisted

clients in meeting requirements of the US Securities and Exchange

Commission.

. Reviewed or prepared government form filings for pension plans including

Form 5500 series, PBGC Forms and Summary Annual Report to consistently

meet internal and external deadlines.

pricewaterhousecoopers, llp, Atlanta, GA 1998 - 2007

Senior Associate (1999 - 2007)

As the first dual team member in the department's history, successfully

balanced duties as a member of the Defined Benefit team and the Legal and

Regulatory team through coordination, communication and organization.

Performed reviews on Actuarial Valuation of defined benefit pension plans,

expense valuations, audit reports, Forms 5500, FAS 123(R), Stock Plan and

280 (G) reviews.

. Developed program and performed Non-discrimination testing for Cafeteria

plans and Flexible Spending Accounts. Program approved by national expert

for use in future testing.

. Managed projects for 5 to 25 tax (Form 5500 Series) clients with various

plans and filing deadlines and maintained all filing deadlines. Served as

billing manager and managed client revenue of approximately $96,000.

. Managed defined benefit client projects with revenues of approximately

$407,000.

. Supervised Assistants and Interns and reviewed work assignments.

. Maintained relationship management with clients and consistently received

favorable ratings on client surveys and through verbal communication with

managers. Nominated for and received spot bonus.

. Gathered and analyzed data and performed review of audit reports, Forms

5500 and expense information for retirement plans to ensure ERISA

compliance.

. Contributed to sales by assisting with the analysis of Health and Welfare

plans Request for Proposal (RFP), and consulting with client regarding

add-on projects which resulted in add-on projects ranging from 7% to 15%

increase in revenues.

. Provided valuable firm resources by being selected as a contributing

member of a 404 project team which included interviewing, note taking,

testing and report writing. Nominated for and received spot bonus.

. Conducted research, interpreted plan documents to accurately prepare plan

amendments and Summary Plan Descriptions.

. Implemented new procedures or followed established procedures to

accurately review or prepare employee benefit calculations.

Associate (1998 - 1999)

Assisted actuaries, attorneys and consultants in the completion of

projects. Gathered and analyzed data.

. Implemented new procedures or followed established procedures to

accurately complete annual Actuarial Valuation, expense and disclosure

valuations, reports, individual participant pension benefits statements,

employee benefit calculations and Non-discrimination testing for defined

benefit pension plans.

. Accurately prepared plan qualification requests (Form 5300 series).

. Prepared government form filings for pension and welfare plans, including

Forms 5330, Form 5500 series, PBGC Forms and Summary Annual Report and

met all filing deadlines.

laiken associates, inc., formerly r.e.b.c. associates, inc. division of

laventhol & howarth, cpa, New York, NY 1989 - 1998

Account Administrator (1990 - 1998)

Performed administration of several defined benefit pension plans.

Completed annual Actuarial Valuations, reports, expense & disclosure

valuations, individual participant benefit statements, employee benefit

calculations and all the duties performed as an Actuarial Assistant.

Maintained valuation system, trained new employees and maintained internal

work schedule for over seventy pension plans.

. Managed the administration of thirty defined benefit pension plans,

meeting internal and external expectations.

. Contributing member of the auditing team in the Pension Benefit Guaranty

Corporation (PBGC) Page/Colins class action settlement.

. Maintained Financial Data Planning (FDP) Systems by installing upgrades

which resulted in company savings.

. Accurately prepared forms 5300, 5303, 5307, 5310 (Application for

Determination for Adopters of Master or Prototype, Regional Prototype or

Volume Submitter Plans) and all applicable attachments.

. Prepared proposals for new plans and letters to IRS outlining exceptions

to Volume Submissions for Plan Documents.

. Requested and reviewed annual plan data and reconciled Plan Asset to be

incorporated in valuations.

. Determined top heavy status of plans and effectively performed IRC

414(s), 410(b) and 415 Testing.

. Corresponded with clients, Accountants and Insurance Agents to ensure

accurate plan administration.

Actuarial Assistant (1989 - 1990)

Assisted actuaries in the performance of duties and completion of projects.

. Trained new employees on plan administration and general office

procedures

. Requested and reviewed annual plan data and accurately performed data

entry for annual plan valuations.

. Calculated severance, retirement and death benefits & prepared

distribution papers to initiate timely payout.

. Accurately calculated premiums and completed forms due to the Pension

Benefit Guaranty Corporation (PBGC).

. Effectively utilized FDP software to run valuations and reviewed output

for compliance issues.

. Completed annual government reporting forms, Form 5500 series to

consistently meet filing deadlines.

EDUCATION

B.S., Applied Mathematics & Statistics, minor in Business Management

State University of New York at Stony Brook

Professional development

Progress towards Qualified Pension Administrator (QPA) - Passed Defined

Contribution Administrative Issue Exam - DC 1. Scheduled to take RPF-1 &

RPF-2 in 2010 to replace previously passed Pension Administrator Course

Part 1, 2, 3 (discontinued).

Technical skills

Word,Excel, PowerPoint, Relius, Lotus 1-2-3, Word Perfect, KEDIT, ProVal,

Financial Data Planning (FDP) System, Microsoft Access, Outlook Express and

Lotus Notes.

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