ALLAN T. COOPER, CEBS allan.cooper@ comcast.net
* **** ***** **** **** / Erdenheim, PA 19038 / 215-***-****
OBJECTIVE
Obtain a position within human resource or pension consulting that will
utilize my skill sets, experience and education.
EDUCATION
University of Pennsylvania, Philadelphia, PA, May 1995
Bachelor of Arts in Psychology
Certified Employee Benefit Specialist, November 1998
Towers Perrin Professional Development Courses, Philadelphia, PA, October
2000-August 2004
Valuation Fundamentals Intermediate Access Basic
Retiree Welfare
Accounting Basics Intermediate Excel
Intermediate Retiree Welfare
Intermediate Funding & Expense Reasonableness Checking
Basic Valuation Skills
Compliance Asset Consulting
Government Forms
Project Management Cash Balance Plans
PROFESSIONAL EXPERIENCE
Ranstad Staffing, Malvern, PA
(March 2007 - Present)
On Site Contractor for The Vanguard Group
Data Analyst (Implementation Services)
. Coordinate the implementation and maintenance of participant data in the
Vanguard benefit management system;
. Evaluate participant data against current functionality and identify data
issues that may impact the successful implementation of client
information;
. Utilize data management tools such as Excel, Access, Cognos Impromptu and
SQL to analyze data and produce queries and reports for clients and
management; and
. Consult with clients and managers to ensure the proper communication of
project status updates, timelines and any obstacles that may affect
future deliverables.
Sparkles Inc., Erdenheim, PA
(August 2004 - December 2006)
Partner (Sparkles Inc., Pennsylvania)
. Established and built new business for Sparkles Inc., Pennsylvania;
. Responsible for all services provided by Sparkles Inc., a property
maintenance company, which include asphalt maintenance, line striping,
and pressure washing;
. Built and maintained strong relationships with clients, vendors, and
business associates;
. Developed proposals and bids for potential business opportunities; and
. Effectively managed all aspects of projects, from initial proposal to
final payment.
Towers Perrin, Philadelphia, PA (October 2000-
August 2004)
Benefits Implementation Analyst (Technical Delivery) September 2003-August
2004
. Converted and implemented clients to a new benefits management system;
. Analyzed data and benefits using Excel, Access and organization tools to
ensure proper conversion;
. Knowledge expert for pension plan requirements, plan documents, and
benefit calculations; and
. Articulated functional requirements into technical specifications, then
translated those specifications into programming parameters for the new
benefits management system.
Actuarial Associate (Retirement Consulting) October 2000-September 2003
. Produced annual valuations and reports for ERISA, FAS87, and FAS106;
. Collected and reconcile data for valuation process and special projects;
. Set budgets, timelines, and work flows and provide results through
effective project management;
. Participated in special projects including mergers and acquisitions, plan
designs, and benefit strategies;
. Prepared and reviewed government filings such as Schedule B's, SSA's, and
PBGC Forms;
. Developed junior staff through coaching, task specific feedback, and on
the job training; and
. Used day to day contact with client, consultants, and team to build
strong, effective relationships.
The Gwynedd Company, Lansdale, PA (September 1999-October
2000)
Account Coordinator (Benefit Consulting)
. Consulting and administration on fifteen Defined Contribution Plans
in a daily valuation environment;
. Developed and maintained positive client relationships;
. Provided clients with guidance on IRS, Department of Labor, and ERISA
regulations;
. Filed IRS Form 5500 and 1099's; and
. Performed all non-discrimination and top-heavy testing.
Towers Perrin, Philadelphia, PA (March 1997-
September 1999)
Senior Benefit Specialist (Benefit Administration Services)
. Administration of both Defined Benefit and Defined Contribution
Plans;
. Developed procedures, including an Access database, for a Defined
Benefit Plan termination;
. Implemented processing changes, participant communications, and
distribution procedures;
. Direct contact with client, trust, and actuaries;
. Completion and verification of benefit calculations; and
. Trained, monitored, and delegated responsibilities to junior staff.
American General Finance, Ocean City, NJ (November
1995-December 1996)
Financial Representative / Manager Trainee (Financial Services)
. Sold all branch products: loans, mortgages, and ancillary insurance;
. Filed and processed small claims suits including court appearances
and wage attachments;
. Performed personal credit history and background investigations; and
. Assisted in employment recruitment and selection.