Manager Retirement and Benefits

***** ****** **** **., *******, TX ***** • 281-***-**** • ************@*****.***

Kim Milton

Experienced leader with diverse background that includes defined contribution plan

administration, daily and balance forward record keeping, DC plan conversions, reconciliation,

education and plan management of multi employer 401k plans.

Experience

April 2012 – Present McKesson Specialty Health The Woodlands, TX

Qualified Plans Manager

• Develops, implements, and evaluates procedures, controls and communications for plan

administration

• Manages the operations of the plan to ensure eligibility, contribution deposits,

calculations and record keeping processes and activities are accurate and timely

• Maintains compliance regarding all IRS and government regulations. Oversees IRS

filings, 5500 filings and QDROs

• Designs programs to assist in calculating company contributions, and if applicable,

limitation and discrimination testing

• Develops, implements and maintains an effective independent audit program to ensure

timely and accurate calculations and information

• Oversees and directs fiduciary monitoring of plans investment menu

• Conducts plan due diligence analysis of proposed acquisitions or affiliations, as well as

conversions of de-affiliations and divestitures.

September 2009 – April 2012 Aon Hewitt, Inc. The Woodlands, TX

DC Data Conversion Mgr. / Data Specialist Advanced (September 2011 – April 2012)

• Receive, review and analyze client data files and test plan documents

• Administer critical analysis of data results, codes maps, edits, processes and sets up

conversion batch jobs to internal coding standards

• Maintain documentation, documents test results, reconciles data counts through each

stage of the data loading process, researches and resolves errors in the conversion,

analyzes post-live data questions or issues to determine root cause and develop cleanup

strategy

April 2007 – July 2009 USI Consulting Group, Inc. Houston, TX

Account Manager

• Executive level contact for clients, ensure client deliverables are met, coordinate

production and delivery of quarterly investment review, 401k employee education, liaison

to the Legal Department

September 2005 – March 2007 Administaff, Inc. Kingwood, TX

Retirement Plan Consultant

• Analyzed complicated employer and plan arrangements and proposed creative solutions

• Conducted 401k education meetings as necessary

• Resolved operational and inquiry calls from clients, Sales and Client Services

August 2002 – September 2005 AIG Houston, TX

Benefit Analyst

• Balanced weekly and bi-weekly payroll/contribution files (12,000 employees) as well as

resolving issues/problems from the Employee Service Center

• Established productive relationships with record keeper, internal payroll, benefits, call

center and management

• Communicated with all levels of employees in order to assist in their benefit issue

resolution

• Contributed to the conversion of four retirement plans to new record keeper

July 2001 – August 2002 ML Kerns & Assoc., Inc. Houston, TX

Manager Daily Operations

• Supervised 3 employees

• Audited daily work, balancing shares and cash

• Processed and/or audited year end testing

• Processed 5500 government forms

• Conducted annual employee performance reviews

• Analyzed and interpreted plan documents for administration execution

• Organized and controlled group workflow

• Developed staffing/human resource requirements

May 1985 – June 2001 Morgan Stanley/Van Kampen Houston, TX

American Capital/American Capital

Account Manager

• Managed/mentored employees, audited work, conducted quarterly and annual reviews,

maintain working knowledge of plan investments and pension laws

Senior Pension Analyst

• Prepared and audited all required compliance testing to include ADP, ACP, minimum

coverage and participation, top heavy, 415 test, deductibility test and 402g test, prepare

and audit 5500 and 1099 forms

Pension Analyst

• 401k daily trust accounting, prepared all required compliance testing to include ADP,

ACP, minimum coverage and participation, top heavy, 415 test, deductibility test and

402g test, 5500 and 1099 forms, administer annual Profit Sharing and Money Purchase

plans

Custodial Account Administrator

• Process 401k contributions, redemptions and handle problem accounts

Assistant Pension Analyst

• Assistant to the Pension Analyst in preparation of financial reports and legal documents,

worked on special projects

Clerical Assistant

• Mailing Employee Benefit Plan literature, assist with clerical tasks

Education

• Currently Enrolled at Lone Star College

• Attended SW Texas for a semester of classes

• Graduated Dulles High School

• Series 6 and 63 License Mutual Fund Investments along with Insurance License

• Various classes and workshops

Computer literate including PC Software: Windows, Excel, Word, Lotus 123, Wordperfect,

PeopleSoft, Hyperprep, Pentabs, TRAC 2000, OMNI, Roster NT, Telephone and Office

Equipment Skills, 10-key by touch and data entry

Contact this candidate