JoAnn C. McCarthy

acq15s@r.postjobfree.com

https://www.linkedin.com/pub/joann-mccarthy/6a/894/5b

iPhone ? 917-***-****

Summary:

Detail-oriented HR professional with strong analytical skills; experience with all aspects of Benefits, with close ties to Pension and Payroll.

Experience:

Natixis ? Corporate & Investment Banking, New York City, December 2013 - June 2015

Benefits Specialist (Contract Position)

Manage data for the closing of Defined Contributions Plan

Analyze and resolve data discrepancies using Workday HRIS system

Develop benefit procedures and policies

Update benefits / forms on company intranet

Resolve payroll issues relating to health / welfare and 401(k) deductions

Establish vendor management procedures

File 5500 forms

Manage expats outbound benefits plans; manage/develop Leave Management procedures

Coordinate Open Enrollment

UnitedHealthcare, New York City, April 2013-Dec. 2013, Benefits Consultant (via staffing agency)

Benefit, Health & Wellness Fair, Presentation of all UHC Health Insurance plans & products.

NRG Energy, Princeton, NJ, January 2013 ? March 2013, Benefits Analyst (via staffing agency)

Coordinate participant activity for 401(k) administration, ensure data integrity, perform data scrubbing, develop benefit procedures and policies, analyze and resolve data discrepancies, update benefits on the intranet and all benefit forms, analyze and resolve retirement issues, resolve payroll issues relating to benefit deductions.

Fedcap Rehabilitation Services, New York City, September 2010-Feb. 2011, Benefits Consultant

Ensure compliance with all appropriate federal rules and regulations (OSHA, ADA, FMLA)

Implemented legal aspects of benefits administration, including ERISA, COBRA, 125, etc.)

Handle benefits inquiries and complaints to ensure quick, equitable and courteous solutions

Developed Customer Service procedures for HR Department

Administered TIAA-CREF Pension Plan

Collaborate with Finance to ensure seamless service regarding employee status, salary and payroll deductions

Provided strategic analysis: competitiveness, cost-effectiveness of existing benefit programs

Vendor Management and filing of 5500 forms

Associated Press, New York City, May 2007-November 2008, Manager of Health & Welfare Plans

Health & Welfare

Responsible for planning, implementation/administration of cost-effective benefits programs for domestic, international and union employees consistent with company objectives and current federal and state laws

Redesigned Absence Management procedures: STD, LTD, FMLA. Annual savings over $100K. Responsible for vendor relations

Managed all health plans for non-union and union retirees

Developed online enrollment using SAP-HRIS System

Oversaw annual open enrollment / health fair

Negotiated annual renewal health plans for domestic and international employees

Approved all Health and Welfare payments for self-funded and fully-insured plans

Approved all payments/invoices for Life, STD and LTD

Pension and 401(k) Plans

Administered Pension and 401(k) Plans in compliance with state / federal regulations

Reviewed and approved all enrollments / 401(k) wire transfers

Redesigned the retiree medical plans for an annual savings of $400K

Coordinated data for 5500 filing

Responsible for Medicare Part D: annual application filing, reviewed monthly data files, requested quarterly payments and reconciliation

Counseled employees on retirement issues

General Cigar, New York City, March 2002-March 2007, Benefits Manager/Pension Administrator

Combined 5 existing medical plans into 1, resulting in annual cost savings of $275,000

Implemented new HR / Payroll System, enabling employees to manage benefits online

Converted manual systems to electronic. Systems included 401(k), Employee Benefits (online enrollment), HRIS / Payroll, Retiree benefits (via JPMorgan Chase InfoPay)

Managed retiree annuity plans with MassMutual, Equitable, Aetna, and Pension Calculations

Negotiated new insurance plans for Life Insurance, LTD, STD with a 7% overall savings

Developed Web-based Employee Benefits online for Open Enrollment

Developed policies and procedures for HIPAA compliance, Compensation (annual review and increases), Sarbanes-Oxley compliance

Developed benefit policies/procedures and employee handbook online in Spanish and English

Instinet Corporation (a Reuters Company), New York City, February 1998 ? December 2001

Benefits Manager

Managed & Supervised staff of four HR Specialists: completed Employee Orientation Program, Annual Benefits Statements, and database maintenance of Employee Handbook

Revamped entire suite of benefits programs, including Medical / Indemnity plans, STD, LTD, Life Insurance, COBRA administration, with an overall reduction of $750,000 in savings.

Implemented and supervised Benefits online for internal Web site, allowing employee enrollment, while adding new content on a regular basis

Project work post-IPO: Medical/Indemnity plans/HMO?s, 401(k), Employee Stock Purchase Plan. Negotiated vendor contracts at renewal

Managed and supervised 2 acquisitions, merging over 300 employees into existing plans.

Worked closely with our London headquarters, Canada & Asian offices: Tokyo & Hong Kong

Education: Bachelor of Arts, Psychology, Pace University, New York City

Certification: Professional Human Resources (PHR) Certification

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