Manager Management
Resume:
HARRY J. FISHER, III
Jersey City, NJ 07304
904-***-**** (c)
*********@*****.***
Seasoned retirement plan professional with over 15 years of experience in Defined Contribution, Defined Benefit and project management
with consistent drive for developing client relationships and improving administrative efficiencies. Well recognized for employee coaching
and training skills. Creative problem solver with ability to manage concurrent projects within deadline-driven environments. Experienced in
utilizing various industry recordkeeping systems and technologies. Excellent communication, negotiation, and presentation skills. Versed in
industry trends and compliance.
Core Qualifications
Project Management
Due Diligence Reviews
Benefits Vendor Management
Participant Relations
Turnaround Management
EXPERIENCE:
ING (Formerly CitiStreet), Jacksonville Florida
Senior Operations Manager June 2007 – January 2009
Responsible for day-to-day operations for three Defined Benefit Plans
Assist Client Relationship Manager in documenting and resolving client issues
Actively participate in client meetings
Manage client escalations
Prepared Client Acceptance Test case scenarios to validate accuracy of Spreadsheet and Web results
Review Plan Documents to resolve calculation and/or administrative discrepancies.
Work closely with other Domains (Health & Welfare & Defined Contribution)
Resolve participant issues
Allocate and manage work flow
Manage staff of four including training and performance review
Audit Pension Calculations and Pension Payroll
Assist in training Call Center Representatives on the nuances of Plan rules
Manage Valuation process
Document processes
Validate and create Excel Spreadsheets
SONY BMG Music Entertainment New York, NY
Associate Director, Retirement Plans October 2006 - March 2007
Manage and administer Defined Contribution Plan Activity(Loans, In-Service Withdrawals and Final Distribution)
Manage and administer Defined Benefit Plan Activity
Responsible for coordinating Pension payments from the Qualified and Non-Qualified Plans
Transmits data to appropriate vendors
Assist with H&W Open enrollment (Planning, coordinating with external vendors, retrieving and analyzing data from online system, creating
confirmation statements, etc)
Analyze Mid-Year and Year-End Non-Discrimination Testing & ADP/ACP Testing performed by Defined Contribution Plan Record Keeper
Manage Day-to-Day operations of Retirement Services
Coordinate QDRO’s with outside vendor
Conduct one-on one Retirement Meetings with Employees
Host New Hire Orientation meetings
Preparing required Government filings (Form 5500, PBGC, SSA, etc.)
Vendor Management (Fidelity, Watson Wyatt, Towers Perrin), Liaison with brokers, etc.
Correspond with terminated and active employees
Point person for all escalated issues
Data reconciliation, Data Entry, etc.
Building Services 32BJ, Retirement Services New York, NY
Manager, Retirement Services. July 2005 – October 2006
Responsible for the day-to-day administration of the Union Pension and 401(k) Plans (70,000 Plan Participants)
Management of Retirement Services Staff (3 direct reports, staff of 14)
Employee Relation issues (performance reviews, disciplinary action, etc.)
Assure accuracy of Pension & QDRO Calculations
Responsible for the monthly processing of monthly Pension payments (Approximately 12 million dollars per month)
Participate in Appeal Meeting with Board of Trustees
Conduct one-on one Retirement Meetings with Members
Host New Member meetings
Ensure Legal Compliance of Retirement Plans
Preparing required Government filings (Form 5500, PBGC, SSA, etc.)
Vendor Management (Putnam, Segal), Liaison to Brokers
Correspond with Union Members
The BOC Group, Murray Hill, New Jersey
Supervisor, Retirement Plans. March 2001 – July 2005
Responsible for the management of the Company’s Pension, Deferred Compensation, Retiree Medical and Retiree Life Insurance Plans
Assisted with Sarbanes-Oxley (404) compliance of the Pension, 401(k), H & W Plans
Assist with H&W Open enrollment (Planning, coordinating with external vendors, retrieving and analyzing data from online system, creating
confirmation statements, etc)
Conduct pre-retirement seminars
Manage vendor relationships
Coordinate payments from the firms Non-Qualified (Excess Plan) Pension, 401(k) & Deferred Compensation Plans
Administer the Firm’s Executive Pension & 401(k) Excess Plans
Ensure Legal Compliance of Retirement Plans (Review of Plan Documents, Plan Amendments, update SPD’s etc.)
Forecast the funding needed for the Excess Plans on an annual basis.
Authorize 2 – 3 million dollars of monthly Pension Plan payments
Answer inquiries from all active and terminated employees
Prepare Annual Cash Plan Statements
Calculate and track Shadow Accounts for UK transfers
Assist ERISA Attorney with QDRO’s & other legal matters relating to Employee Benefits.
Complete annual Government filings (Form 5500, PBGC, SSA, etc.)
Compile data for annual Plan Valuation
Colgate Palmolive, New York, New York
Manager, Retirement Plans. June 1999 - January 2001
Manage six HR representatives in Shared Services environment; "point person" for DB, DC and Retiree Medical issues.
Manage DB, DC and Medical vendor relationships; review QDRO, Executive and Surviving Spouse calculations; update SPD's.
Prepare & present Power Point presentations to explain retirement plans to employees contemplating retirement; conduct one-on-one executive
retirement planning sessions and host weekly new hire orientation.
Ensure timely benefit payments from Qualified and Non-Qualified plans.
Investigate and resolve abuse of company STD, LTD, FMLA and LOA policies; manage other employee relations issues.
Manage and coordinate the administration of the Deferred Compensation and Stock Option Plans.
Assist Director of Benefits with various special projects on an as needed basis.
Warner Lambert, Parsippany, New Jersey
Supervisor of Retirement, Shared Services. July 1997 - June 1999
Successfully Managed the implementation and conversion of WL Pension Plan system to PeopleSoft; created test case scenarios for parallel
testing and verified and reported test results to implementation team.
Served as subject matter expert on pension issues as related to the use of PeopleSoft.
Assisted in implementation of Interactive Voice Response System and Pension Estimator Website.
Managed staff of five, including recruiting, training and performance review.
Administered 401(k) Savings and Pension Plan, including vendor and participant communications as well as compliance in coordination with
internal and external parties.
Buck Consultants, Secaucus, New Jersey
Senior Defined Benefit & Defined Contribution Administrator. October 1995 - July 1997
R.H. Macy & Company, Newark, New Jersey
Senior Pension Analyst. May 1990 - October 1995
EDUCATION AND COMPUTER SKILLS:
St. Peter's College, Jersey City, New Jersey - Bachelor of Science - Major: Business Management; Minor: Economics,
Excel 7.0, MS Word 7.0, Access 7.0, Windows NT, 98 & 2000 HRIS, Hyper-Prep, SAP and PeopleSoft 8.0
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