Managed projects for pension plan comprised of 16 active and frozen legacy plans with cash balance, final average pay and dollar-times-service benefit structures. • Drafted, designed and distributed Summary Plan Descriptions and Material Modifications for pension plan.• Managed and completed comprehensive review of all plan administrative requirements documents.• Managed and completed several 401(k) projects including Summary Plan Descriptions, Summary of Material Modifications and other participant communications.• Managed retirement plan vendor relationships by leading weekly meetings and discussing priorities with administration team.

Managed projects for both multi-component pension plan (cash balance and final average pay) and 401(k) plan.• Lead administrator for pension plan comprised of 24,000+ participants and $3.6 billion in assets.• Managed and completed several pension projects including enhanced retirement program, retiree life insurance buyout, updating and rewriting Summary Plan Descriptions, writing Summary of Material Modifications, adding lump sum payout option to certain components of the plan, composing and distributing mass employee communications and providing various data updates.• Managed and completed several 401(k) projects including Roth in-plan conversion, automatic enrollment, investment lineup changes nearly every quarter and composing and distributing mass employee communications. • Managed pension third party administrator relationship by resolving escalated participant issues, leading weekly meetings, reviewing and approving project scopes, reviewing and implementing changes to plan administration manual and plan rules, implementing and testing changes to estimate tools available to participants, reviewing and updating valuation data files, reconciling and approving monthly funding requests, reviewing third party administrator contracts and paying third party administrator invoices.

Served as lead administrator for three different retirement plans (401k, defined benefit and cash balance).• Administered plans totaling 7,500+ participants and over $886 million in assets.• Calculated pension estimates and prepared retirement packages for participants and beneficiaries.• Prepared and assisted with all required filings and communications (Form 5500, PBGC premiums, Summary Annual Report, Annual Funding Notice).• Collaborated with manager to review and approve all vendor contracts in order to ensure cost effectiveness.

Served as lead administrator for 12 different retirement plans (401k, defined benefit, defined contribution, RRSP) in the U.S. and Canada, handling escalated employee issues.• Accountable for plans totaling 8,100+ participants and over $576 million in assets.• Calculated pension estimates and prepared retirement packages for participants and beneficiaries.• Prepared and assisted with government pension filings (Form 5500, PBGC premiums, Annual Information Returns).• Led internal audits of all pension plans.

Administered retirement benefits for employees in local labor unions as a third party administrator.• Calculated pension estimates and prepared retirement packages for participants and beneficiaries.• Coordinated with ERISA attorneys in QDRO pension calculations.• Contacted employees directly on various pension-related questions.

Provided expertise on IRA accounts for the bank.• Updated bank of any regulatory updates concerning IRAs.• Performed various banking functions, such as data entry, converting paper IRA files into electronic format, and reconciling IRA contribution and distribution records.

Fielded calls and e-mails from investment representatives with questions on Traditional IRAs, Roth IRAs, SEPs and SIMPLEs.• Answered 100+ combined calls and e-mails per day.• Updated on all regulatory issues for retirement plans.