Assistant Administrator

Mr. Erin Xama ********@*****.***

** ******* ***** **. *********, CT 06708 203-***-****

EDUCATION:

UNIVERSITY OF CONNECTICUT, Storrs, CT

B.S. of Mathematics, May 2006

Economics/accounting Minor

Major GPA.: 3.56

Cumulative GPA.: 3.31

ACTUARIAL EXAMS:

Successfully completed Courses P/1 and FM/2

WORK EXPERIENCE:

9/2011 – present WEBSTER BANK, New Britain, CT

Research and Tax Deferred Department

Research Clerk

● Research account balances by printing financial reports.

● Assisted in the Tax Deferred department with miscellaneous tasks: Printing microfiche, scanning, and

recording debit and credit transactions in OnBase software.

1/2011 – 9/2011 THE HARTFORD FINANCIAL SERIVICES GROUP, Windsor, CT

Compliance Testing Team

External Consultant

Assist Compliance specialists with testing:

o Minimum Coverage, Top Heavy, ADP, ACP, Elective Deferral Limit

o Prepared IRS form 5500 for small and large plans

1/2010– 1/2011 CITY OF WATERBURY , Waterbury, CT

Pensions and Benefits Department

Benefits Assistant (temporary employee)

Assist Benefits administrator in clerical duties

Provide guidance for employees and retirees who are covered by City benefit plans

2/2008 – 3/2009 THE PENSION SERVICE, INC., North Haven, CT

Actuarial Analyst

Defined Benefit Pension Plans

Prepared Annual Actuarial Valuations by:

o Reconciling Plan Assets/Census

o Analyzing Data to accommodate Client’s goals

o Determining Funding Requirements

Performed Third Party Administrator tasks such as:

o Calculating Plan Participant Benefits at Retirement

o Producing Benefit Statements in Crystal Reports for Large Plans

o Amending Plan Documents to reflect client’s intentions

o Preparing Government Forms such as the IRS Form 5500 and PBGC Filings for the Actuary

o Worked with ERISA Outline Book

Completed ASPPA courses and attended webcasts on recent developments in the Retirement Industry

COMPUTER

SKILLS:

Crystal Reports, C++ Programming Language, Microsoft Excel, Word and PowerPoint

HONORS AND

ACTIVITIES:

ASPPA Retirement Plan Fundamentals Course successfully completed (August 2008)

Pi Mu Epsilon (the Honorary National Mathematics Society) (2005)

LANGUANGES:

Albanian (Fluent), Italian (Fluent), German (Knowledgeable)

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