Darin Williamson Email & Phone Number

Houston, Tx, Us

Grand Forks, Nd, Us

Houston, Texas, Us

Baltimore, Maryland, Us

Radnor, Pa, Us

* Managed a staff of 45 compliance specialists responsible for implementing takeover plans and on-going maintenance of 401(k), 403(b) and 457(b) plan documents, non-discrimination testing, Form 5500 reporting, and plan design analysis* Managed a staff of 60 dedicated account management personnel responsible for providing administrative support to 10,000+ 401(k), 403(b), and 457(b) plan sponsors* Responsible for development and enhancement of materials/programs associated with compliance processing to enhance client service delivery*􏰀 Provided leadership through coaching, career development, performance management and recognition. Ensured all personnel met appropriate goals related to client service􏰀* Utilize Lean Six Sigma behavioral approach to continuously identify, develop and implement workflow efficiency improvements, increasing capacity and/or reducing unit costs. Efforts include: automation of year end plan processing, resulting in a 35% direct expense savings and deployed new account management service model resulting in a reduced caseload for staff􏰀* Responsible for advancing strategic initiatives for both departments including setting goals and direction aligned with corporate strategies􏰀* Supported distribution channels through participation in finalist presentations

Springfield, Massachusetts, Us

* Management of dedicated service team responsible for providing all administrative service functions related to PEO/MEP clients. Services included: on-boarding, deconversion, account management, plan design consultation, sales desk support, non-discrimination testing, and IRS Form 5500 preparation for 3,100 adopting employers* Relationship Manager for industry leading PEO – ADP TotalSource. Responsibilities included: plan performance review, business processing and development of strategic initiatives to deepen penetration through action-based communication and education for plan sponsors. Efforts contributed to AUM increase from $780M to $1.1B in three years􏰀* Development of business plan and sales goals for PEO organization. Initiatives included: aggressive growth of PEO business through increased sales and strong retention, while delivering quality service and improvements in the ease of doing business. Plan results YTD reflected a 9% increase in sales and three new PEO partnerships􏰀* Developed targeted marketing campaigns to drive increased plan participation and penetration􏰀* Drove financial and risk management actions to manage and improve the profitability of PEO product􏰀* Maintain and enhanced PEO pricing models to meet profit objectives, while balancing with growth targets􏰀* Fostered an environment of personal growth, utilizing development plans and creating opportunities for staff