Life Insurance Staff

Kevin T. O'Reilly

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

Marlton, NJ 08053

856-***-**** (Home)

609-***-**** (Cell)

*************@*****.***

PROFESSIONAL

EXPERIENCE:

Xerox HR Solutions LLC (ACS, Inc./HP/EDS/Towers Perrin

Administrative Services) 1998 - 4/2014

Health and Welfare Analyst

-Liaison with client legal department on subpoenas and client

administration group on ERISA denial appeals. Liaison with

medical, dental, life, COBRA vendors.

-Receive and handle client and internal escalations. Run

reports for team management.

-Research retiree life insurance coverage and update data base;

monitor dependent data base.

-Interface with disability and medical vendors on eligibility

and premium payment issues; resolve enrollment discrepancies

between vendor and internal database.

Technical Analyst/User Acceptance Testing Analyst

-Developed and executed test plans for testing health and

welfare (HW) and defined benefit (DB) plan systems in

multi-client and single client environments;

-Wrote specifications for interfaces, reports and extracts for

client and internal technical team review;

-Identified and created test populations using PL/SQL (Oracle)

and Microsoft tools;

-Developed .sql queries using PL/SQL (Oracle) for client and

internal reporting as well as problem identification. sizing and

analysis;

-Created expected results solutions for use in HW and DB plan

testing using MS Excel;

-Administered user acceptance testing of web changes, data

migrations, software changes, production verification of

enrollment forms and confirmation statements.

Implementation Analyst

-Developed DB administration system parameters for new plan

implementations and performed unit testing;

-Maintained parameters for existing DB benefit administration

systems and performed trouble-shooting and exception analysis;

-Developed benefit calculation verification solutions using MS

Excel.

Benefits Administrator

-Performed and verified estimate and final DB calculations; set

up benefit payments; performed data base analysis; prepared

actuarial census data.

-Managed response s on elevated problem cases and dealt directly

with clients' employees.

Pension Administrative Services, Inc. (1998)

Plan Administrator

-Administered defined contribution (DC) plans for clients on a

third party basis;

-Prepared plan financial statements, allocated investment

experience, prepared directions to clients' investment

managers/advisors;

-Maintained participant accounts records and operated

recordkeeping systems (Pentabs and Quantech);

Pension Administrative Services, Inc. (1998) (cont'd.)

-Prepared and filed annual reporting requirements, summary

annual reports, summary plan descriptions and summaries of

material modifications;

-Prepared submissions to the Internal Revenue Service.

Travelers Group, Inc. (now Citigroup) 1991-1996

Director, Retirement Administration

-Administered centralized, cash balance, DB pension plan for

approximately 35,000 domestic employees; administered prior

benefit structures and annuity contracts of previously

terminated plans of subsidiaries;

-Supervised a staff of 14 administrators and technicians.

Analyzed staffing needs and hired additional staff as needed.

-Supervised the administration of trustee and retirement plan

financial functions to assure compliance with regulations and

reporting requirements.

-Moved unit operations from Baltimore, MD to Hartford, CT; hired

and trained new staff.

First Fidelity Bancorporation (now Wells Fargo) (1979-1990)

Director, Employee Benefits

-Design and administration or retirement plan, capital

accumulation plans and health and welfare plans for corporation

that grew from 3,000 to 12,000 employees;

-Recruited, developed and managed benefits administration staff

that ranged from 4 to 8 employees;

-Evaluated and hired outside recordkeeping services for defined

contribution plans;

-Administered non-qualified deferred compensation plans for

executives and outside directors;

-Developed, recommended and implemented revisions to corporate

benefit programs in conjunction with corporate acquisitions and

mergers.

Cooper & Lybrand (now PriceWaterhouseCoopers) (1977-1979)

Benefits Specialist

-Drafted defined benefit and profit sharing/thrift plans,

summary plan descriptions and various employee communications

and ERISA compliance devices; assisted clients in initial ERISA

compliance;

-Conducted an extensive on-site ERISA compliance review of the

trust department of a large commercial bank.

EDUCATION:

MBA, University of Notre Dame (Concentration in Finance)

BA, Government, University of Notre Dame

OTHER TRAINING

:

Diploma, Web Development and Business Programming, The Chubb

Institute (2002)

Quantitative Techniques for Risk Management, Tillinghast

TECHNOLOGY:

Proficient In: PL/SQL, Microsoft Access, Excel, Word

Understanding Of: Oracle, Java, Microsoft Visual Basic

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