Daniel Mclaughlin, Cpsp Email & Phone Number

Glenview, Illinois, United States

Lake Forest, Illinois

Roles and Responsibilities:• Provide Pension Qualified and Non-Qualified employee support• Instituted process identifying deceased participants on a timely basis using a third party vendor and greatly reducing overpayments as well as identifying about 50% more deceased participants and beneficiaries than previous aware of• Spearheaded project locating terminated vested participants over 65 and getting 40% of the participants into payment or removing their liability if they were no longer due a benefit• Oversaw terminated vested death project to find possible beneficiaries and remove participants from the system who were no longer due a benefit and reduce the pension liability• Assisted in 3 pension risk transfers totaling $2.87 billion covering approximately 39,800 retirees and beneficiaries within 2 years• Owned the weekly 401(k) funding process• Review pension benefit Claims and Appeals• Provide calculation review and approvals• Coordinated Pension Plan audits and 5500 filings including SSA internally and externally• Manage Annual Valuation Data process review and coordination• Analyze monthly reconciliations for Pension Funding• Create and maintain procedures documents• Pension Plan document support - amendments, restatements, filings, SPDs, SMMs• Coordinate Pension Annual Funding Notice• Handle Web Cash Management approvals, invoice payments, PBGC filings, contributions

Greater Chicago Area

(Company separation with Xerox in January 2017)• Primary project resource for the Service Delivery Manager• DB Subject Matter Expert responsible for the quality review and coordination of Health & Welfare Plan, pension plan processing, and administration• Automate manual processes that were done weekly, saving the processor several hours of work each week• Work on multiple projects autonomously, keep the team informed of the progress, and meet all deadlines• Facilitate training for onshore and offshore resources• Oversee the annual valuation process, identify areas of improvement based on results and client feedback, and primary contact with the actuaries• Act as the liaison between the Participant Services Team, Delivery Services Team, vendors, and clients• Create and develop test plans for user acceptance and production testing of web moves, system upgrades, conversions, system migrations, and new builds• Analyze system specifications and plan documents• Perform and review complex benefit calculations• Develop and maintain checklists and procedures• Provide technical assistance with update of HRIS (PeopleSoft and Workday) on a weekly basis• Assist with mandatory federal reports and filings and required communications, such as Annual Funding Notices, QPSA, 5500• Consistently rated as exceeds expectations in performance reviews

Chesapeake, Va

• Serve as a resource for the client delivery team including overseeing and managing the payroll process, researching and analyzing data issues and discrepancies, auditing and validating daily and weekly reports, and communicating with management• Primary contact for the client regarding data issues and resolutions• Lead discussions and participate in meetings to ensure accurate data and client satisfaction• Manage projects to increase efficiency of interface programs and data including planning, budgeting, testing, executing, and implementing solutions• Process and review defined benefit pension calculations, letters, and payment setups• Mentor and provide guidance to team members on processes and software tools• Assisted in client deconversion

Chesapeake, Va

• First team member to hold the newly created position of analyst/administrator which entailed learning the whole Payroll process by studying the specifications, programs, and internal systems and working directly with both the administrators and programmers• Work cooperatively with the programmers on the Project Request Forms and determining solutions• Direct communication with the client and lead discussions to resolve issues regarding Compensation and HR Interfaces• Identified various solutions to resolve ongoing Payroll and Compensation issues that saved several hours of manual work each week that involved cleaning the data• Effectively oversaw team members working on projects and provided guidance• Calculate and review cash balance roll-ups

Chicago, Il

• Perform annual valuations for large publicly traded companies, including data reconciliations, asset analysis, liability determination, and final presentation of results• Work in a team setting to manage client’s expectations• Work on special projects including special pricing for hourly and salaried qualified and non-qualified plans, regulatory compliance, and nondiscrimination testing• Coach and help in the development of entry level actuarial associates

Chicago, Il

• Produce annual actuarial valuation reports and calculate costs of benefit improvement proposals for multi-employer clients• Review reconciliation of plan participant data• Review financial statements and preparation of report tables• Modify and run existing actuarial valuation programs and spreadsheets• Complete required government filings• Design and develop benefit statement application using Microsoft Excel/Access to be used for the production of participant statements and administration of the pension plan

Chicago, Il

• Assist actuaries with their daily work.• Complete required government filings• Responsible for calculating, updating, and transferring all client data into new workbook used for actuarial valuation reports• Proofread actuarial valuation reports• Train new intern

Magna Cum Laude With Bachelor Of Arts Degree, Major In Mathematics W/ Concentration In Actuarial Science And Minor In Finance And General Business, Gpa 3.80 / 4.00

Activities and Societies: • Student Business Association (Vice President) • Kappa Mu Epsilon, Mathematics Honor Society (Member) •.

Salutatorian