● Implemented new pension plans and communicated with the client to iron out the process.● Improved accuracy in benefit calculations by coding clients in pension software (ProAdmin).● Presented data analytic results to the CEO and offered ideas to generate more revenue.● Organized events for the ESOP committee and put together education programs.● Selected and implemented new RFP software by viewing demos, negotiating price and working with all business units to standardize language and streamline the proposal process.

● Administered pension HR services for a Fortune 500 client.● Trained new staff on systems and procedures by creating documents and leading presentations.● Communicated with the client and key participants to resolve technical data and web output. ● Wrote SQL queries to update databases and populate spreadsheets to automate calculations.● Created MS Word mail merges to automate participant communications.● Worked with the programming team to ensure accuracy of pension calculations.

● Audited calculations for the company’s largest defined benefits client.● Calculated, communicated, and setup payments for pension benefits.● Tested and improved advanced Excel functions to automate calculations using macros.● Delegated tasks for a team of about 30 associates based on skill sets and workload.● Administered qualified and non-qualified benefits for over 20 pension plans.● Ensured ERISA compliance and responded to DOL inquiries.● Implemented new plans and procedures like death or QDRO administration.

● Analyzed bookkeeping records and physical inventory as part of the annual accounting review.● Participated in the application of SOX compliance for each business unit leader.

● Investigated brokerage trading accounts and transactions for signs of fraud.● Researched government rules for relevance in regards to the client’s claim.● Produced court exhibits, timelines of trading history, charts, graphs of the brokerage account, and deposition notes for use in a court of law or arbitration hearing.● Evaluated trading history for compliance with the fiduciary duty standard.