CATHERINE M. BERGER

Colonia, NJ • ac56b2@r.postjobfree.com

I would like to continue my career in employee benefits management with focus on retirement plan administration, in either an outsourced or traditional setting.

Benefits Management Experience:

DB Pension, 401(k), Group Insurance, and HRIS. Experienced with annual plan administration, 5500 filings, 5300 tax qualifications, plan mergers and plan terminations.

10/2014-Current Senior Defined Benefit Analyst, Conduent Business Services, LLC (formerly Xerox)

● Outsourced DB administration and complex DB plan benefit calculations including dual and

multi plan benefits, QDRO, Present Value offsets, Foreign compensation and service wrap-offset

for Qualified and Non-Qualified, Bargaining and Non-Bargaining benefit plans.

● Client facing; Senior ‘calc’; and Team Leader

● Responsibilities: Training, Managing critical deliverables, Work Flow, Consulting and

Interface with Service Center Supervisors, Actuaries, QDRO and Death cases.

● Special projects: Executive Proxies and Emoluments, Client Deconversion,

FICA & Medicare tax-reporting for Non-Qualified plan.

7/2006 - 2/2012 Senior Benefits Specialist, Toyota Tsusho America, Inc.

● Termination of $25M Tomen DB Pension Plan; successful PBGC plan termination audit

● Administrate Health Insurance, NY Disability, and 401(k) for TAI NY Office

● Plan Administrator: Tomen $15M 401(k) Plan

● Team Leader in Merger of Tomen and Toyota Tsusho 401(k) Plans

● Benefit Intranet: Implementation, Outline and Content (SharePoint)

● 401(k) Projects: SPD, Plan Highlights, Education Meetings and QDRO Procedures

1983-2006 Benefits Manager (US Operations 1985-2006), Tomen America Inc.

Previously Benefits Administrator - corporate and branch benefit administration (1983-1985)

● Defined Benefit Pension Plans: Plan Administrator for Corporate and Group DB Plans

● Tomen 401(k) Plan: Plan Administrator

● Group Insurance Plan Administrator: Controlled Group Plan for Tomen and Subsidiaries

● Oversee benefits plan management for Affiliates, including Controlled Group issues

● HRIS System Administrator [ABRA]

● Tomen HR Intranet implementation and maintenance; Tomen Web page Administrator

● Tomen Retirement Committee Member and Committee Secretary responsible for minutes

● Train and manage local and regional benefits staff

Accomplishments and Skills:

● Mergers and Acquisitions: DB and DC Plans; Due diligence

● DB Plan Termination: $25 Million Cash outs and Annuities

● Experienced with Plan Audits: IRS, PBGC, DOL and 5300 Series Filings: DB & DC 401(k) plans.

● H&W: Converted Indemnity to PPO/POS; Marketing and Cost Containment

● Implementation of 401(k) loan program, Outsourcing of DC 401(k)

● Conversion of DB plans from Career Average to Final Average

● Corporate Downsizing: Conducted benefits meetings with employees across the country

● Benefits Intranet implementation and management

● ADP Payroll/HRIS and Report Smith ● ABRA HRIS and Crystal Reports

● MS Excel and Word: Pension Calculations, Actuarial Formulas, Pivot Tables, Mail Merge

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