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.

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.
• 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.
• 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.
• 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.
• 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..
• 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.
• 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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.