Retirement Analyst

Michele Stewart

Lawrenceville, GA ***** ● 770-***-**** ● ****.********@*****.***

Respected professional with successful background as first point of contact for employee-related issues. Adept at successfully solving complex problems. Knowledgeable of employee benefits packages including insurance, retirement accounts and employee assistance programs. Diplomatic, articulate and decisive with capability to build and develop productive relationships with internal and external stakeholders.

Capabilities include:

●Human Resources

●Supply Chain Management

●Analytical Thinking Skills

●Benefits and Compensation

●Employee Relations

●Boosting Team Morale

●Team Leadership

●Performance Management

●Transportation Services

●Operations Management

●Quality Control Initiatives

●Strong Decision-making abilities

●Team Building & Leadership

●Innovation & Creativity

●Cross-Departmental Collaboration

●Highly-skilled Problem-Solver

●Database Programming

●Database Development

●Database Management

●Customer Service

●Relationship Building

●Planning & Facilitation

●Microsoft Office Applications

●Verbal & written communication

PROFESSIONAL EXPERIENCE

SOUTHERN COMPANY

The company is a large gas and energy provider established to serve United States citizens, and has about 31,300 employees and is currently rated as the second biggest utility company.

RETIREMENT ANALYST January 2022 to Present

45 Hours weekly

Retirement Analyst performs analytical tasks supporting the day-to-day management of the Employee Savings Plan, Pension Plans, and Non-Qualified Plans to ensure data integrity and proper plan administration, project support for the financial wellbeing programs including employee communications, education, financial planning, and data review.

Perform payroll biweekly processes and reconciliations to ensure the proper administration of the ESP and pension plan

Assist in creating employee communications to encourage better utilization of our programs

Assist with employee payments and administration of our nonqualified plans

Provide vendor support for our executive financial planning program

Perform data analytics for retirement program utilization and identify process efficiencies

UNITED PARCEL SERVICE (UPS)

World’s largest package delivery service with annual revenue of $85 billion USD and over 500,000 employees.

TRANSPORTATION DISPATCH SUPERVISOR – OPERATIONS June 2018 to January 2022 50 Hours weekly

Transportation Dispatch Supervisor responsible for managing dispatchers while leading and delegating job assignments, tracking project status, and resolving issues to maximize productivity. Implements schedule and policy changes and collaborates with management to formulate new policies, procedures and goals.

Reviews FS reports (e.g., planned vs. actual loads, on time data, etc.) to ensure accurate load arrival and departure times.

Collaborates across other departments (e.g., Yard Control Supervisors, Drivers, Region Schedulers, etc.) to ensure Dispatch plans are executed efficiently.

Reviews and analyzes data (e.g., volume, missed packages, delivery failures, etc.) to create plans maximizing Dispatch results.

Determines employees’ training needs to produce continuous development plans.

Provides on-going feedback and support to improve performance.

Conducts performance evaluations in a consistent, fair, and objective manner to encourage continuous performance improvement.

DEFINED BENEFITS SPECIALIST IN HR – CORPORATE July 2016 to June 2018

50 hours weekly

Defined Benefits Specialist in charge of preparing and maintaining financial transactions and records for and pension plans administered by UPS to ensure compliance. Responds to high volume telephone calls and written inquiries from members with regard to application status, required documentation, and other issues regarding retiring applicants.

Supported and counseled district HR groups and participants through the retirement process.

Responded to in-depth retirement related questions for unique groups (e.g., highly compensated employees, Canadian, and International employees and subsidiaries, etc.) to clarify retirement calculations.

Performed analysis of member accounts; determine retirement eligibility, establishes service credit and process related paperwork.

Opened collection cases based on overpayment information received from the Payroll department to recover funds from retirees.

Requested necessary certification, documentation, paperwork, and records from previous and current employers, members and beneficiaries.

Responded to requests from the Legal department by providing policy interpretation and provided retirement calculations to the legal department to determine a risk assessment.

PT TRANSPORTATION SUPERVISOR – OPERATIONS May 2014 to June 2016

35 hours weekly

Transportation Supervisor whose duties included monitoring and maintaining a high level of on-time delivery reliability service and performance for 20-25 employees. Maintained compliance with DOT regulations, accurately documenting driver qualifications, permits and equipment information.

Scheduled repair and preventive maintenance of vehicles and other equipment.

Managed driver safety awards program, promoting safe driving and working safe initiative.

Maintained and verified time, transportation, financial, inventory and personnel records.

Planned and established transportation routes, work schedules and assignments.

Allocated equipment to meet transportation and operations financial goals.

Verified that drivers completed required safety training and attended quarterly driver safety meetings.

EDUCATION & PROFESSIONAL DEVELOPMENT

Thomas Edison State University, 2022

Bachelors in Science, Business Administration

Concentration: Human Resources

UPS University

Training courses: Joins, SQL Action, Queries in Access, Intro to Queries in Microsoft Access, Project Management

TECHNICAL SKILLS – HUMAN RESOURCES

Retirement plans and eligibility

Regulatory Compliance

Risk Assessment

Annual Plan Audit

PeopleSoft Standard

Ad Hoc Reports

Qualified Domestic Relations

Long and Short-term Disability

Retirement, Death and Disability Applications

Global Employment Management System (GEMS)

Workday

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