Beth Handel Email & Phone Number

Brentwood, Tennessee, United States

• Oversaw the design, implementation and administration of a $2B 401(k) retirement savings plan for 50K employees, in addition to two defined benefit plans and multiple nonqualified plans. • Provided transition service agreement-based administration oversight for the ScionHealth 401(k) Plan, serving 50K employees with assets exceeding $1.2B and multiple plans. • Served as a member of the Benefits Fiduciary Committee, alongside senior leaders. • Led a team comprising a director, plans specialists, and coordinators and provided guidance and training.• Collaborated closely with ERISA counsel on plan documents, amendments, and complex acquisition and compliance matters.• Partnered with internal business partners, including payroll, legal, finance, information systems and executive teams.• Provided guidance and support to employees at all levels of the organization.• Researched and resolved escalated issues and claims of benefits.• Demonstrated expertise with multiple employer retirement plans involving joint ventures and unionized locations.• Ensured compliance with ERISA, 409A, IRS and Department of Labor regulations and guidelines.• Led benefit integration and harmonization efforts for a large-scale acquisition involving over 50,000 employees.

Louisville, Kentucky, United States

• Oversaw the administration of a qualified 401(k) Plan with assets valued over $1.2B and a workforce of 50K employees (peaking at over 110K employees) and multiple nonqualified deferred compensation plans. • Managed vendor relationships, including recordkeepers, investment managers, trustees, and ERISA counsel for 401(k) plans and nonqualified deferred compensation plans to ensure delivery of high-quality service. • Played a key role as Secretary and member on the fiduciary Retirement Committee alongside senior leaders. Planned quarterly meetings, led discussions and provided recommendations. The Committee, along with the Plan’s Investment Manager, evaluated the performance of the plan’s investments and monitored key plan statistics.• Collaborated closely with ERISA counsel on plan documents, amendments, and complex acquisition and compliance matters.• Consulted with divisional HR leaders, senior executives and stakeholders.• Collaborated with payroll, legal, finance and information systems business partners.• Conducted data analysis to determine the impact of plan design and match formula changes.• Oversaw nondiscrimination testing, including the compilation of underlying employee data.• Directed employee communications and the completion of Form 5500, SARs, Fee Disclosure Notices, PBGC premium filings, and Annual Funding Notices.• Established internal audits to identify data errors and potential issues. • Led the selection process, contract negotiation and implementation of a financial wellness vendor.• Established an annual benchmarking review of administrative and investment fees. The last review resulted in a 10% reduction in administrative fees.• Led integration and harmonization of benefit offerings for 40+ merger and acquisition transactions.

Bachelor Of Arts (Ba), Mathematics

Bachelor Of Science In Business Administration, Accounting