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Director, Benefits and Compliance

Location:
Chatham, NJ
Posted:
June 15, 2017

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Resume:

LESLIE DEVINE, CEBS, MBA

** ****** ******

Chatham, NJ 07928

201-***-****

SUMMARY: CEBS; M.B.A.; Employee Benefits; Compliance; Finance

EXPERIENCE

**** – 2017 Director, Faculty & Staff Benefits and Compliance

Stevens Institute of Technology

Hoboken, NJ

Responsible for the design, administration, policies, procedures, planning and analysis for all Division of Human Resources employee benefit, communications and compliance functions and plan documents

Ensure compliance with the provisions of the Employee Retirement Income Security Act (ERISA), the Patient Protection and Affordable Care Act (PPACA), HIPAA and Labor Relations agreements

Responsible for the preparation and timely submission and distribution of reports, audits, notices, and filings required by the IRS, DOL and other regulatory agencies

Review and analyze updates to the state and federal laws pertaining to benefits; advise management as to suggested or necessary action to be taken

Liaison with benefit and investment consultants, actuaries, vendors and external legal counsel

Quarterly review of worker's compensation claims and determination of future preventive measures

Prepare or review benefits documentation, including summary plan descriptions, communications, contracts and forms for union, active and retiree plans and agreements

Review provider proposals (RFPs) for all benefit contracts, both periodic and annual. Coordinate the annual health and welfare plan open enrollment renewal process. Monitor performance guarantees

Plan and coordinate the annual Benefits Fair and Employee Recognition Event

Administer and conduct employee benefit meetings, presentations and orientations

Evaluate and compare existing employee benefits with peer institutions, including cost analysis and trends

Design and develop new benefit plans or modify existing plans to maintain competitive advantage to prospective and current faculty and staff

Coordinated the benefits conversion during the HRIS conversion to Workday HCM 2014-2015; oversee the campus wide benefits utilization of Workday

Enact compensation reviews and assist consultants with compensation surveys

Secretary to the ERISA Plan Administration Committee and the Faculty & Staff Benefits Committee; liaison to the Risk & Compliance Committee

Direct the budget, interim, year end and annual reporting, invoicing and billing financial functions for the Division of Human Resources

Mentor direct report and staff members

2008 - 2010 Defined Contribution Benefits Service Manager – HR Outsourcing

Hewitt Associates

Bridgewater, NJ

Responsible for client satisfaction, domain consulting, plan requirements document creation and maintenance, customer service provisional training, and integration with the system development team for services provided to Defined Contribution plan clients

Coordinate and implement new business conversion setup as well as subsequent merger and acquisition activity

Provide plan management client consulting and serve as subject matter expert to the client, client team, shared services and supporting services for plan provisions and processing concepts. Ensure administration adheres to plan document provisions as well as government requirements

Responsible for annual plan audits and reporting.

Prioritize work activities for current and future production loads, serving as the ultimate authority on the priority of client projects

Conduct ongoing client status meetings

Manage client and internally initiated projects, including identification of in scope versus out of scope work and adherence to recommended Best Practices

1995 – 2008 AVP, Senior Client Service Manager – Retirement Service Group

Merrill Lynch

Pennington, NJ

Responsible for the overall delivery of services provided to Defined Contribution, Defined Benefit and Nonqualified retirement plan clients

Maintain annual relationship plans for the client base, promoting system enhancements and plan design considerations as well as automated processes

Liaison between the clients, consultants, payroll vendors, actuaries and consultants to ensure smooth operations

Oversee the annual compliance and government reporting requirements, including nondiscrimination testing and Form 5500 series filings

Coordinate both elective and required plan document amendments and corresponding participant communications, including Summary Plan Descriptions and Summary of Material Modifications

Review and compare plan documents and features for mergers and acquisitions

Support the participant service centers in reviewing and resolving participant related inquiries that cannot be addressed at point of call

Provide notification and training to clients for all new releases and enhancements to the participant and plan sponsor benefit websites

Review and approve all key client deliverables

Mentor junior staff members

Consultant - Defined Contribution Plans

William M. Mercer, Inc. - Morristown, NJ

Staff Executive - Retirement Plans

American Association of Advertising Agencies - New York, NY

Supervisor - General Accounting

Doremus & Company - New York, NY

EDUCATION

Master of Business Administration - Accounting

Hofstra University, Hempstead, NY

Bachelor of Arts - Economics

Rutgers College, New Brunswick, NJ

Member: International Society of Certified Employee Benefit Specialists (ISCEBS)

Former President – No. NJ Chapter - CEBS



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