Retirement Analyst
Resume:
YVONNE SMITH
Decatur, GA 30034
727-***-**** (home) 727-***-**** (cell)
***********@***.***
SUMMARY:
A highly dedicated and experienced professional with more than 18 years’ experience as a Retirement Plan Administrator with strong knowledge of recordkeeping, compliance, vendor management and oversight of defined benefit and defined contribution plans. Looking to transition into a position that will allow me to utilize my knowledge of retirement and employee benefit plans while providing excellent customer service to internal and external customers.
Strengths
Experienced retirement plan professional managing employee defined benefit and define contribution plans while recommending plan design changes and serving as the subject matter expert for legacy plans.
Dedicated team player with vast experience leading and coordinating social services programs within organizations
Proficient in various software programs; including but not limited to, Lawson, GEAC, Image Now, Microsoft Word, Excel, PowerPoint, Outlook
EXPERIENCE:
Koch Business Solutions
Benefits Operations Specialist (Contract) 10/2018 – 04/2019
Process weekly participant contribution files, correct errors(if any) and request funding
Process monthly files and calculate vesting service and company match dates for new and rehired team members
Coordinated participant information for five annual pension plan audits
Research historical participant benefit records for retirement plan information to update participant records.
BAYCARE HEALTH SYSTEM 06/2000 to Present
Retirement Analyst (06/2008 – Present; working remote, PRN)
Provide pension, 401(k) and 403(b) information to more than 27,000 team members within the organization
Support and review the daily administrative processing for the pension and 403(b) vendors
Manage vendor relationships with four different 403(b) plans and two different pension plans to ensure that contract terms, compliance, and deliverables are met
Monitor team member and vendor escalations to ensure resolution of any situation by outside vendor
Ensure the integrity of any data transmitted and follow through to record keepers and third party vendors
Assisted manager with the conversion and derisking projects for both defined benefit plans
Responsible for managing annual audits for two pension plans and one 403(b) plan audit
Oversee the preparation of IRS Form 5500 as well as related schedules and responsible for the filing of these on the IRS website
Research new and existing data to determine potential effects on plan administration and compliance, while also staying abreast of laws, regulations, trends and philosophies
Develop and update process administration manuals for the administration of the BayCare Emergency Assistance program (BEAP), pension, and 403(b) plans
Facilitate team member benefits presentation for New Hire Orientation monthly and update the presentation quarterly
Emergency Assistance Program Administrator (06/2008 – Present)
Responsible for the daily coordination and administration of the BayCare Emergency Assistance Program (BEAP) for approximately 6,300 team members, which provides financial assistance to team members faced with unexpected financial hardships
Serve as the subject matter expert for the program as well as maintain all applicant and program documentation
Conduct telephone interviews with each applicant before presenting the request to the committee as well as act as a liaison between the team member and committee
Prepare bi-monthly meeting agendas and meeting minutes for BEAP Committee responsible for the acceptance of applicants in the program
Communicate effectively with applicants and notify them of the committee’s decision by telephone with a follow up in writing
Prepare manual check request for approved applications and mail payments to vendors when checks are prepared
Provide participants with information and/or resources for social service agencies within their county of residence
Support coordination of services and articulation between approved applicant and BEAP program
Retirement Specialist (06/2000 – 06/2008)
Responsible for the daily administration of the 401(k), 403(b), and defined benefit plans in accordance with the plan document and governmental regulation
Served as the primary contact for pension and 403b plan participants for approximately 12,000 team members
Coordinated any requests for retirement benefits and prepared 20-25 benefit calculations for the newly retired and terminated vested participants each month
Resolved customer complaints before escalation with a high level of customer-centered service provided
Initiated lump sum and monthly annuity payments for approximately 10 or more payments per month
Completed monthly cash distribution report for the Trust
Responded to queries from participants, vendors, and consultants regarding plan administration, both verbally and written
Processed participant loan and hardship requests
Collaborated and built strong relationships with vendors, team members, and other HR professionals across the organization
Managed and facilitated the preparation and mailing of 3,500 pension statements annually
Oversaw annual valuation process by collaborating closely and effectively with actuarial consultants
Scheduled, organized, and conducted one-on-one monthly help desk events and annual retirement fairs for nine different locations
Facilitated retirement plan presentations to clarify options available to team members at the request of departments
COMMUNITY ACTION STOPS ABUSE 10/2002 to 05/2007
Visitation Center Supervisor (part-time)
Supervised staff of 6-10 weekend Visitation Monitors
Supervised court-ordered visits between parents and children
Worked as a mediator between parent and employee conflicts and worked to have positive outcomes
Recorded weekly visitation payments and deposits
Verified all completed monitor reports for accuracy and completion
EDUCATION:
Troy University - Tampa, FL
Master of Science – Management, Leadership and Organization Effectiveness
Eckerd College - St. Petersburg, FL
Bachelor of Arts – Global Human Resource Management
PROFESSIONAL ORGANIZATIONS:
National Association of African Americans in Human Resources,
Vice President of Finance, 2006-2011 (FL) - current
Florida West Coast Benefit Council, 2007 - current
Society of Human Resource Management, West Coast Chapter, 2005-2012
Contact this candidate