Bart Messer Email & Phone Number

Frisco, Texas, United States

Responsible for leadership of the Relius Compliance Operations for the RaaS division. We provide plan document services to new and existing clients including plan document conversions, restatements, amendments, and new plan documents. We produce individually designed/volume submitter plans with all supporting forms or prototype adoption agreement supporting forms packages, as well as cafeteria plans with all supporting forms, and self-funded plans through the Internet. We provide prototype plans (defined contribution, defined benefit, volume submitter, “prototype formatted”, etc.), individually designed plans, and miscellaneous documents (457 and 403(b)). We provide outsourcing services for firms with 300 or more plans that provide plan document services for their clients.

Frisco Tx

Performed business analysis to identify system requirements and developed solutions documentation to achieve organizational growth. Ensured Quality Assurance through continuous process improvements to achieve operational efficiency, minimize errors, and satisfy customers’ evolving business needs. Conducted Smoke Testing, Unit Testing, & System Integration Testing (SIT) to enhance user performance. Delivered User Acceptance Testing (UAT) to launch effective software product development. InstitutedDefect Resolution to troubleshoot and resolve software defects, delivering quality product results. Issued warrant assistance following implementation stage, ensuring timely delivery of all required features, reports, & utilities to strengthen software application performance.• Drove business success for clients by managing and leading multi-million-dollar complex retirement plan software deployments, allowing swift expansion across the Defined Contribution Market.• Provided comprehensive client training by instituting documentation processes, devising quality training programs, and implementing all training initiatives to deliver seamless operations that add product value and increase customer satisfaction. • Achieved successful unit restructuring through effective, quality project implementation and procedural standardization.

Dallas, Tx

Oversaw Defined Contribution Administration (DCA) of employer sponsored plans spanning 401k, 403b and Non-Qualified retirement plans across Southern Employee Benefits Region. Directed 48-member team to effectively and efficiently handle statement production, payroll processing, workflow tracking, compliance adherence, testing and reporting activities. Led synergistic daily administration and strategic optimization efforts to drive business growth and sustainability. Established policies, team goals and projects aligned with company objectives.• Developed and implemented key business metrics and KPIs. Enhanced company capabilities and data-driven decision making by spearheading initiative and generating buy-in companywide. Ensured metric accuracy, relevancy and timeliness. Introduced Lean Six Sigma concepts.• Executive Sponsor of technology transformation and modernization project. Implemented Omni platform, converting entire book of business from a proprietary system to allow for scalability and standardization. Reengineered all processes, transaction processing and policies to ensure technology optimization. Established daily reconciliation program.• Introduced critical efficiency improvements, allowing for 40% reduction in DCA headcount. Maintained quality and client satisfaction with decreased staff and effectively supported double-digit YOY growth. Significantly improved accuracy rate for transaction processing of billions of dollars annually.• Spearheaded adoption of Virtual Employee culture within high-performance DCA organization. Created globally-dispersed virtual teams to enable acquisition of top talent, regardless of proximity. Capitalized on technology to facilitate remote workflows and communication.• Implemented formal, objective goal setting and performance review process across management and individual contributor levels. Proved concept within DCA function, leading to adoption companywide.

Kansas City, Mo

Led 100+ member team of managers and individual contributors to administer system support, client-initiated plan changes, distribution processing, maintenance transactions and corporate actions for Defined Contributions segment. Drove business optimization through effective problem resolution, process reengineering, lean methodology and performance measures.• Eliminated backlog of pending participant transactions including distributions, changes and enrollments by resolving a long-standing issue. Reengineered workflow through process mapping, reallocation of resources, automation and key process improvements. Effort led to increased service levels, productivity and reduced costs.• Implemented performance metrics to measure accuracy, timeliness and efficiency, driving additional improvements through accountability.• Transformed operations by employing Lean Six Sigma principles, continuous process improvement and providing professional development opportunities for management and employees. Changes delivered 20% reduction in errors, 10% improvement in customer service ratings (from 85% to 95% satisfaction) and elevated employee engagement and satisfaction.

Kansas City, Mo

Managed 50+ employee team of managers and individual contributors across 4 functions (Systems, Conversion, Client Administration and Quality Assurance). Directed Systems team to write Omni Script, support SunGard recordkeeping products and partner with IT for system upgrades and enhancements. Led Conversion team to handle systems integration, data migration and asset transfers for new business. Oversaw Client Administration team to manage plan rule changes, initialization of new products and services and implement payroll enhancements. Ensured Quality Assurance team effectively tested new system functionality, established Quality controls and facilitated key process improvements. Served as Business Owner for Recordkeeping system upgrade.• Transformed business segment to deliver and demonstrate company value that was previously undiscovered. Retained and reorganized staff to place effective leaders into management roles and effective contributors into non-management positions. Defined roles and responsibilities for all positions.• Implemented performance metrics to provide visibility and accountability around accuracy, timeliness and efficiency. Decreased errors by 35% and increased productivity by 20%+.• Eliminated aged inventory of client requests by scoping the issue through a fact-based approach, designing solutions and implementing actionable recommendations.

Kansas City, Mo

Beginning in 1996 through 2004 I served in various capacities. I began as a call center representative then moved to transaction processing and administration. From there I elevated to managing a transactions team and ultimately the Special Transactions Team handling our most complex issues including error correction and mitigation of risk. In both management roles I did have the opportunity to develop a process improvement and team building skillset.