****A Simsbury Road
Charlotte, NC 28226
PENSION FUND OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST), Indianapolis, IN
Director of Health Services, Apr 2002 – Present
Provided daily oversight of the Christian Church Health Care Benefit Trust self-insured health plans
Possess a well-rounded knowledge of defined benefit and defined contribution retirement plans offered by the Pension Fund of the Christian Church.
Oversaw the financial recovery of the Christian Church Health Care Benefit Trust from a negative reserve to a fully funded plan with a reserve.
Manage and enjoy excellent working relationships with Third Party Vendors. Leader of the smaller denomination health plans point of view within the Church Benefits Association.
Credible resource on the Affordable Care Act and Health Insurance Portability and Accountability Act, as well as 403(b) plan regulations.
Have begun and maintained relationships with related ministries within the Stone-Campbell Tradition and expanded the presence of the Pension Fund benefit plans within these eligible groups.
Represent the Pension Fund of the Christian Church at denominational events such as the General Assembly of the Christian Church, North American Christian Convention, and Abilene Christian University Summit, plus smaller regional events and employer specific meetings.
CHRISTIAN THEOLOGICAL SEMINARY, Indianapolis, IN
Special Projects Accountant, Nov 2000 – Mar 2002
Performed daily and monthly ledger entries
Reviewed retirement and health benefit options with new faculty and staff.
Performed Open Enrollment meetings for faculty and staff.
University of Indianapolis, Indianapolis, IN
B.S. in Accounting, Apr 1992
International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania, Philadelphia, PA
Group Benefit Associate Designee, Mar 2013
Proficient in Microsoft Office and Salesforce
Strong operations and personal relation skills
25 years experience in employee benefits field
International Society of Certified Employee Benefit Specialists