Dana Benedict Email & Phone Number

Gilbert, AZ, US

Portland, OR

• Administered three retirement plans: a defined contribution benefit cash balance plan and two 401(k) plans.
• Managed vendor relationships and benefit plan operations with recordkeepers and vendors.
• Safeguarded compliance with IRS and ERISA laws, regulations and internal policies governing benefit programs.
• Compiled annual non-discrimination testing data files for vendor compliance testing.
• Provided necessary data for applicable plan audits, testing and disclosures, including form 5500 and audit reviews associated with the completion of internal and external audit reports.
• Periodically audited plan activity and reconciled account assets and data as needed.

Mountlake Terrace, WA

• Administered qualified retirement plans, a defined benefit pension equity plan and 401(k) plan.
• Administered non‐qualified retirement plans for officers, a defined benefit “top hat” plan and defined contribution plan.
• Coordinated the administration with the assistance of Plan vendors.
• Ensured compliance with laws, regulations and internal policies governing benefit programs, as well as managing the transfer of information with vendors, internal partners and third‐party administrators.
• Monitored plan activity and reconcile data as needed.
• Documented and maintained administrative procedures for benefit plan processes.

Bellevue, Washington

• Audited and analyzed Human Resources data after employer implementation from ADP HR/Benefits System to Workday, identifying differences in organization structure, job profile data, demographic information, and benefit.
• Corrected data as needed by uploading through Enterprise Interface Builder (EIB) or manual entry, and validating data once corrected in Workday.
• Created reports for HR Operations team, HR Business Partners, Learning and Education, and Executive personnel.
• Created Organization Matrix and Data Input Excel file for future employee uploads.

Seattle, WA

• Implemented the Lumber Industry Pension Plan (Defined Benefit and Defined Contribution Plans) as the Subject Matter Expert, which entailed program creation and testing. Completed data clean‐up to successfully run Year.
• Provided technical support for all NWA offices and their respective clients. Act as liaison between the user groups and Programming Operations.
• Developed specifications for system changes resulting from Plan Amendments, administrative procedures or actuarial requirements. Conduct acceptance testing of all new programs which are developed.
• Coordinated all year end reports necessary for the completion of the Actuarial reporting and Form 5500.
• Coordinated system updates for allocations or distributions to participant’s accounts.
• Monitored monthly or special check writing runs and related reports.

Portland, Oregon

• Troubleshoot, analyze, and remedy Plan Participants inquiries regarding with benefit eligibility
• Maintained pension credit history and make corrections as needed to confirm Participant eligibility
• Calculated Defined Benefit retirement and disability benefits. Provide benefit options to participants and administer pension one‐time and monthly payments.
• Compiled Denial and Appeal packages for the Board of Trustees to review and approve or deny. Notify participant of Board’s decision.
• Administered Defined Contribution Plan, including processing distributions and rollovers, forfeiting accounts, auditing eligibility, and annual IRS reporting.
• Reviewed Qualified Domestic Relation Orders (QDROS) and calculate benefits per the QDRO provisions.

Portland, Oregon Area

• Provided first class client support for the ADP HR/Benefits Solution, an award winning hosted, full‐featured, web‐based Human Resources and Benefits Administration system.
• Created and tested a solution for clients to track FMLA policies in ADP HR/Benefits Solution was tested and approved by Technical Support and added to the solutions database. Prior to the solution clients were advised.
• Assisted clients with setting up and administering company level settings, benefit plans, leave policies, positions and salary structures, recruitment, talent tracking, performance management, employee record.
• Assisted clients with creating customized ad‐hoc reports and analytical reports and with importing employee data and enrollments into HR/Benefits Solution.
• Assisted clients with payroll errors due to connection file imports from HR/Benefits Solution.

Phoenix, Arizona

• Advised retirement system members and employers with retirement benefit options, including retiree health insurance (Medicare and non‐Medicare) and long-term disability.
• Performed User Acceptance Testing and created Desk Procedures for the retirement benefit applications and account balance withdrawal processes.

Portland, Oregon Area

• Developed and conducted training for retirement system employers.
• Provided periodic training and daily instruction to section support staff.
• Lead a team of Retirement Counselors to clean up participant service records, researching employer and Social Security records, invoicing or refunding employer contributions as needed.
• Mentored new employees.
• Conducted annual audits of retirement contributions and service, and periodic member account audits to isolate and correct errors and discrepancies regarding contributions and service. Balance contributions reported.

Salem, Oregon, United States

• Provided technical assistance to managers and employees regarding labor relations, benefits, recruitment procedures, classification and compensation issues, and other personnel information.
• Conducted new hire orientation, scheduled training, and maintained training data base.
• Prepared recruiting announcements, screened/graded applications and supplemental questions, proctored written and skill tests, entered applicant data into HRIS data base, processed recruitment lists and files.
• Maintained electronic and paper personnel and position records in accordance to State Archivist rules, and implemented new paper records filing system.
• Coordinated Position Inventory Control System (PICS) with agency budget officer and processed information for reclassification packages.

Bachelor Of Business Administration - Bba, Business Administration And Human Resources Management

Human Resources Management/Personnel Administration, General

I studied Human Resources Management

Human Resources Management/Personnel Administration, General

Human Resources Management