Charles Everett Email & Phone Number

Fort Myers, Florida, United States

Conduct client directed record keeping and advisor searches for pension and retirement savings plans (401k, 403b, 457, ESPPs, DB, SERPs).

Stamford, Ct

Responsible for management, administration and compliance of company wide benefits and compensation plans and programs, from C-suite executives to exempt/non-exempt employees. Well versed in equity and executive compensation. Liaised with senior executives, executive committees, general counsels, auditors, and legal, audit, IT, financial departments. Defined system specifications for testing, integration and implementation of equity, pension, payroll and HRIS applications. Managed executive, exempt and non-exempt level compensation plans. Implemented full fee transparency in 401k plan by reversing investment fund revenue sharing to participants. Managed executive non tax qualified DB pension and DC retirement plans, and tax qualified employee DB pension and DC retirement plans. Managed restricted stock equity and stock purchase plans. Introduced consumerism to health benefits' strategy, with wellness initiatives, CDHP and HSA. Managed DB pension plan soft freeze and replacement transition. Developed and maintained compensation structure, job banding, salary ranges, job descriptions, FLSA exemptions and job evaluations. Managed governmental compliance for compensation and benefit plans. Managed and designed pension and health & welfare plans.

Administered and managed benefit plans and compensation plans and policies. Managed benefit plan vendors, insurers, brokers and auditors assuring plan funding, governmental compliance, premium payments, contributions, distributions and claim adjudication. Produced cost savings by consolidating multiple health carriers and plans. Managed transition of DB pension plan to a cash balance design. Converted 401k record keeping and administration vendors. Created a comprehensive benefits communication strategy and conducted annual open enrollment meetings. Directed the conversion of HRIS/Payroll data, systems and applications. Prepared governmental compliance forms and filings.

Managed a professional and technical staff in the day-to-day benefits administration. Managed the data and accounting systems for pension and benefit plans. Maintenance and production analyst for HRIS, pension systems. Wrote, scripted and edited benefit communications, Summary Annual Reports, Summary Plan Descriptions. Budgeted benefit costs, and expense allocations. Liaised with plan trustees, actuaries, auditors, lawyers, accountants and government regulators. Prepared correspondence, and analyzed accounting and financial reports.

Finance & Marketing

B. S., Business Administration And Accounting

Activities and Societies: Varsity Soccer, Team Captain; Student Government, Activities Board, Finance Board, Judicial Board

Ccp, Compensation

Activities and Societies: CCP, Designation from the World at Work