skills
Superlative project management skills Excellent organizational skills Excellent computer skills
Outstanding client servicing skills Strong analytical abilities Self-starter, proactive, results oriented
Experience
2003- Current Benefits Consulting
Assignments have included:
2007-2008 Prestigious international real estate investment firm in New York
Interim Benefits Manager
Oversaw retirement, H&W and nonqualified benefit plans at North American Corporate office
Vendor Management HR Budget Manage Year-end Bonus Program Employee Orientation
Manage 2008 Open Enrollment Process Manage Leave, Disability, COBRA Processes
2006-2007 BASF Corporation
Assisted a global chemical manufacturing company with H&W benefits integration of 2 newly acquired companies
Open enrollment project management, including employee communication materials
Analysis of current benefit programs; negotiation of options, costs & services ASO Contract/SPD Review
Budget calculations for all self-insured/insured plans Vendor Management Medicare Part D Oversight
Heavy interaction with acquired company’s HR/Benefits staff
2006 Journal Register Company
Responsible for H&W, Retirement & nonqualified benefits at Corporate location
Supported HR staff in 60 field offices on benefits related matters.
Analysis of current benefit programs; negotiation of benefit options, cost & services Vendor Management
Involved in RFP to consolidate 25 H&W plans into one national plan
Involved in study to consolidate/merge seven 401(k) plans & freeze defined benefit plan
2005 Independence Air, Inc.
Temporary Benefits Manager
Managed day-to-day operations of Benefits department Supervised a team of 4
Oversaw Workers Compensation Vendor Management
Open enrollment project management, including employee communication materials
Involved in annual renewal process for 2006 with broker & senior management
Implementation of new auto/home/legal benefit program Work with HRIS/Payroll staff for system changes
2004-2005 McCready & Keene, Inc.
Assisted a TPA firm with implementation of 10 defined benefit clients on new DB administration system
Project Management Plan document/SPD Review Requirements Analysis System development & QA testing
2003-2004 Network Solutions, LLC
Temporary Benefits Manager
Managed positive open enrollment for 600 employees of new start-up Company (divested from Verisign in 2003)
Set-up all new benefits administration processes Trained a new Benefits Administrator
Set-up Benefits section of Company intranet Vendor Management
Implemented HIPAA Privacy Review Plan contracts/documents/SPD’s
Experience (continued)
Full-time Employment:
2001-2002 U.S. Airways, Inc Arlington, VA
Manager, Regulatory Compliance, Health & Welfare & Retirement
Responsible for benefits compliance issues for a heavily unionized population with over 50,000 lives
Knowledgeable on SOX, COBRA, HIPAA, FMLA, ADA, ADEA, EEOC, OSHA, ERISA, 409A, DOL & IRS
Responsible for overseeing Summary Plan description drafting & updates; i.e. SMM’s
Responsible for overseeing annual plan audit process
Responsible for overseeing completion of Form 5500’s, PBGC forms, and SAR distribution for all benefit plans
Canadian Benefits Compliance
2000 Canon Capital Management Group, LLC Telford, PA
Director, Employee Benefits
Responsible for running day-to-day operations of 401(k) and flexible administration division of accounting firm
Main client contact for defined benefit, 401(k), 403(b) & flexible benefit plan consulting
Employee enrollment meetings in conjunction with investment division of firm
Responsible for hiring and training of personnel
Full-time Employment 1982-1999:
Manager, Finance Alliance for Telecommunications Industry Solutions Washington, DC
Senior Pension Consultant Gorrelick, Tievy & Associates, Inc. Rockville, MD
Director of Compliance Uniglobal Pension Planning, Inc. Fairfax, VA
Defined Benefit Administration Manager Bolton Offutt Donovan, Inc. Baltimore, MD
Defined Contribution Team Leader Investmart Harrisburg, PA
Senior Actuarial Analyst Towers Perrin Philadelphia, PA
Assistant Actuary AON Conshohocken, PA
Education
La Salle University Philadelphia, PA
B.A., Mathematics B.A., Education Graduated cum laude
professional qualifications
CEBS Certified Pension Consultant(CPC) Member, ASPPA
CMS (Compensation Management Specialist)
computer applications
Word, Excel, Access, Powerpoint, Project, Crystal, Oracle, Peoplesoft, Lawson, ADP Enterprise