Dana Roby Email & Phone Number

Key benefits professional and Subject Matter Expert for over 40 heritage defined benefit pension plans. Provided high-achievement-focused management to a team of benefits analysts to ensure timely and compliant distribution of plan benefits. Project Manager for projects including: data cleanup, data conversion, digital archive, pension recordkeeping and calculator systems decommission, transition between actuarial consultants, workflow redesign, group annuity contract administration.

Washington D.C. Metro Area

Managed defined benefit pension plan data cleanup projects for clients undergoing pension system conversions. Coordinated data delivery processes. Evaluated existing business processes and implemented process improvements during conversion.Interpreted plan documents to calculate participant benefits. Created and maintained databases to store client data for annual pension and post-retirement medical plan valuations. Developed software tools to analyze and edit data. Facilitated training for new analysts and served as a technical resource for the practice. Assisted practice leaders in planning annual workflow, and managed all projects involving actuarial data analysis.