Fernando R. Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, Ca, Us

● Manage benefit plans (401(a), 401(k), 403(b), 457(b) and pension), valued at $9 billion in assets. ● Act as a trusted advisor to the Vice President of HR on all financial benefit programs subject.● Act as secretary for the Retirement Plan Oversight Committee; structuring efficient meetings.● Partner with our investment advisors on committee agenda, presentations and scheduling.● Present to executive and faculty governing bodies with plan design proposals and changes.● Design and promote the financial wellness programs throughout USC’s several entities. ● Administer large, audited 401(a), 401(k), 403(b) and pension plans throughout the year.● Partner with the comptroller on completing the annual audit and financial statements .● Manage, develop and mentor a team of 7 benefit professionals via personal coaching. ● Perform GAP analysis of the retirement admin department for growth opportunities. ● Periodically review and improve retirement plan administration processes as needed.● Oversee the design, implementation, and daily operations of the retirement plans.● Partner with HRIS, payroll and legal to apply design change such as the SECURE Act.● Product owner of all retirement plan projects in partnership with PMO department.● Conduct non-discrimination testing and prepare annual reports (i.e., 5500 forms).● Lead the retirement benefit strategy for M&A transactions for new USC entities.● Communicate retirement benefit policies, procedures, and legal requirements. ● Review and negotiate retirement plan vendors service level agreements.● Collaborate with department managers on scheduling HR office hours.● Extensively use Workday to generate reports for compliance projects.

New York City, Ny, Us

● Head of the retirement committees for US and UK pensions valued more than $600 million.● Design and promote the financial wellness program throughout the agencies.● Manage 60 HR managers at different advertising agencies with their 401(k) and pensions.● Lead the total rewards strategy for M&A transactions on retirement and stock plans.● Perform PESTEL analysis on ERISA law (Secure Act 1.0 and 2.0) for our 401(k) and US pension.● Partner with legal and finance to implement short and long term incentives for our executives.● Collaborate with actuaries, auditors, TPA firms, 401(k) and UK pension recordkeepers.● Consolidate all 401(k) and pensions across the Stagwell portfolio US and UK companies.● Administer the processing of stock plan census, grants, exercises, releases, etc.● Design stock plan models for shares cost allocation and benefit analysis.● Prepare stock award recipients census and stock terms (share amount, grant date, vesting)● Review employment agreements to calculate vesting and forfeitures for qualified events.● Partner with accounting to validate stock award files and submit to our stock admin vendor.● Manage and ensure the data integrity of our Stock Incentive Plan (RSA, RSU, PSU etc.) and ESPP. ● Manage the relationship of our stock plan team (HR, legal, accounting, etc.) by being the liaison.● Manage the stock plan vendor relationship with AST (Equiniti) by conducting weekly meetings.● Partner with internal parties to automate, design controls and process documentation for SOX.● Administer the Employee Stock Purchase Plan on all strategic and operational matters.● Create ESPP quarterly purchase files calculating FMV prices, discounts, taxes and shares. ● Manage the annual compensation merit increase and bonus allocation review.● Build total compensation reports to analyze base salary and equity compensation.

New York, Ny, Us

● Administered large, audited retirement plans valued at approximately $504,076,256.48.● Oversaw the design, implementation, and daily operations of the retirement plans.● Created policies and procedures for employee eligibility, contributions, and pension funding.● Managed retirement plan amendments and plan document restatements.● Oversaw audit controls for bi-weekly/monthly payroll deductions concerning retirement plans.● Reviewed and corrected discrepancies found during internal control audits.● Created internal control audit processes to ensure retirement plans are operating in compliance.● Partnerd with Fidelity Investments to complete annual compliance tests and government forms.● Reviewed vendor service agreements, monitor budgets, and pay invoices for all retirement plans.● Oversaw plan communication regarding annual notices and financial wellness events.● Managed the funding of all retirement plans, including non-union, union and NBA/NHL plans.● Worked with Oracle reporting and Microsoft Office Suite.● Managed deadline driven projects associated with retirement plan administration. ● Created "PivotTables" and "Macro" functions in Excel to analyze payroll benefit deductions.

Dallas, Tx, Us

● Administer large, audited retirement plans valued at approximately $866,896,466.● Responsible for overseeing the design and implementation of the retirement plans. ● Organize and manage daily operations of the 401(a), 401(k), 403(b), 457(b) and 457(f) plans.● Oversee audit controls for bi-weekly payroll deductions concerning the retirement plans.● Create internal control audit processes to ensure retirement plans are operating in compliance.● Review and correct discrepancies found during internal control audits.● Partner with Fidelity Investments to complete annual compliance tests and government forms.● Oversee plan communication regarding annual notices and disclosures for 9,256 participants.● Participate in the retirement plan committee.● Working knowledge of Crystal reporting, Lawson and Microsoft Suite.● Create "PivotTables" and "Macro" functions in Excel to analyze payroll benefit deductions.

Oakland, California, Us

● Administered large, audited retirement plans valued at approximately $4,382,620,561.● Organize and manage daily operations of 401(a), 401(k), 403(b), pension and executive plans.● Conducted in-person meetings with physicians regarding their retirement plans.● Corresponded to questions and inquiries from physicians via email, phone and in-person visits.● Audited payroll contribution deductions and prepared bi-weekly wire requests.● Participated in meetings with vendors such as Charles Schwab, Mercer and Morneau Shepell.● Worked with Peoplesoft and Microsoft Suite.

Westlake Village, Ca, Us

● Administered and consulted on a book of business of 401(a), 401(k), 403(b) and pension plans.● Directly responsible for maintaining client relationships via in-person and virtual meetings. ● Managed the entire annual administration cycle.● Performed annual compliance tests and contribution calculations.● Prepared government forms 5500, 1099‐R, 1096, 945, etc. ● Trained, delegated, managed and reviewed my assistant’s administration work.● Worked with ASC, F.T. Williams, Salesforce, and Excel.

Long Beach, Ca, Us

● Managed the annual administration of 401(a), 401(k), 403(b), pension and welfare plans. ● Performed IRC testing, trust accounting and contribution calculations for retirement plans. ● Prepared annual government forms (5500 series, Schedules A, D, I, H and R, 5558, 1096, 1099-R) ● Processed and documented participant 401(k) loans.● Worked closely with internal legal guidelines; to ensure ERISA, federal and state laws were met.● Corresponded with plan participants regarding tax rules for distribution and loans.● Worked with ASC, F.T. Williams and Excel.

Baltimore, Maryland, Us

● Successfully lead the transition process for new single and multi-employer retirement plans.● Coordinated all investment and feature change requests per assigned plan.● Managed client relationships throughout the installation process.● Reviewed the adoption and acceptance agreement provisions with the plan sponsor. ● Conducted weekly calls with the plan sponsor regarding the installation process.● Analyzed and verified all employee data from the client’s census file to ensure accuracy.● Submitted amendment requests and census for uploading to the data department.

● Administered 300 small, single employer 401(a) and 401(k) plans. ● Directly responsible for all client correspondence on plan admin issues, questions and requests. ● Managed the entire annual administration cycle.● Performed testing, trust accounting and contribution calculations for retirement plans. ● Prepared government forms (5500 series, Schedules A, D, I, H and R, 5558, 1096, 1099-R). ● Created reports in Excel to summarize annual administration activity and progress. ● Worked with Datair, Excel, and ACT Database.

Santa Ana, Ca, Us

● Proficiently processed large volumes of loans and distribution requests for retirement plans. ● Accurately generated loan amortization schedules, calculated vesting and analyzed assets. ● Effectively communicated with plan sponsors regarding distribution and loans transactions.● Assisted with audits, trust accounting, payroll processing, plan terminations and client meetings.● Acted as team lead for the distributions/loan desk by designing and managing the workflow.● Worked with ASC, Excel, Pension Pro and Time Matters.

Bachelor'S Degree, Liberal Arts And Sciences/Liberal Studies

Major Concentration, Economics

Associate'S Degree, Business Administration