Frank Patrick Email & Phone Number

Jacksonville, Florida, United States

Palm Beach Gardens, Florida

Jacksonville, Florida Area

Working under contract with Acosta, Inc. I provided Qualified Plans support services for assigned projects and any administration support as needed.

Jacksonville, Florida Area

As CRM, I provide oversight of ING/Voya Financial's Defined Benefit plan administration services for a specific client with a large, national base of participants and retirees. Responsibilities included, but are not limited to: Manage client interaction and serve as the primary day-to-day client contactMonitor performance standards within the operational teams responsible for delivering all areas of administrationLead internal operational activities between functional teams to… Show more As CRM, I provide oversight of ING/Voya Financial's Defined Benefit plan administration services for a specific client with a large, national base of participants and retirees. Responsibilities included, but are not limited to: Manage client interaction and serve as the primary day-to-day client contactMonitor performance standards within the operational teams responsible for delivering all areas of administrationLead internal operational activities between functional teams to ensure cooperation for the client's best interestManage change within the scope of the client's expectations vs. contractDeliver excellent, high-level customer service through daily interaction and deliverables Show less

Jacksonville, Florida Area

• Support the administration of Rayonier’s DB & DC plans for all salaried & hourly employees• Act as subject matter expert for all DB & DC plans• Respond to escalated participant issues• Prepare data for VCP/SCP filing for previous years corrections• Manage day-to-day outsourced vendor relations for both DB & DC• Developed & performed monthly/quarterly audits to ensure plan operation aligned with plan documents• Created departmental process for procedures &… Show more • Support the administration of Rayonier’s DB & DC plans for all salaried & hourly employees• Act as subject matter expert for all DB & DC plans• Respond to escalated participant issues• Prepare data for VCP/SCP filing for previous years corrections• Manage day-to-day outsourced vendor relations for both DB & DC• Developed & performed monthly/quarterly audits to ensure plan operation aligned with plan documents• Created departmental process for procedures & checklists• Assist vendor with compiling & verifying data for ADP/ACP testing• Facilitate on-site location based educational meetings with vendors, for all employees regarding their DB & DC plans• Support management with ad hoc reporting requests• Provide support with implementing new HRIS system Show less

As an internal-Alcoa shared service center, US Business Support aimed to reduce administrative & transactional work from Business Based HR (BBHR) by standardizing & centralizing processes for our customers (the US based locations) in several areas such as data management, compensation administration, reporting/analytics, & compliance management/audit support. Duties included but were not limited to:• Coordinate transition of business based service center to a corporate-wide model in… Show more As an internal-Alcoa shared service center, US Business Support aimed to reduce administrative & transactional work from Business Based HR (BBHR) by standardizing & centralizing processes for our customers (the US based locations) in several areas such as data management, compensation administration, reporting/analytics, & compliance management/audit support. Duties included but were not limited to:• Coordinate transition of business based service center to a corporate-wide model in the first year, growing from 9 customer locations to over 40• Build sustainable relationships with the customer/BBHR representatives at the field locations • Provide consultation services for process re-engineering in BBHR• Lead a team of 14 in TN & 4 remotely in MI• Manage multiple projects across 4 core areas of support simultaneously• Support senior HR management with long term planning, budget, & strategic goals for the direction of the department• Partner with other HR areas in People Services to cross functionally solve problems for the businesses• Collect, prepare, & present monthly metrics on error rates, case turnaround time & customer satisfaction using various tools• Conduct meetings & team building/training activities• Oversee goal setting, improvement plans, & individual development plans for employees Show less

Coordinate retirement plan activity for over 70 qualified & nonqualified defined benefit plans covering over 50,000 actively working employees & 85,000 retirees & vested participants. Duties included basic DB administration, as well as:• Assist with both internal & external auditors in their efforts to ensure the accuracy of pension plan administration based on government standards, including SOX testing for Alcoa Self Audit• Prepare monthly pension payroll reconciliation of pension… Show more Coordinate retirement plan activity for over 70 qualified & nonqualified defined benefit plans covering over 50,000 actively working employees & 85,000 retirees & vested participants. Duties included basic DB administration, as well as:• Assist with both internal & external auditors in their efforts to ensure the accuracy of pension plan administration based on government standards, including SOX testing for Alcoa Self Audit• Prepare monthly pension payroll reconciliation of pension vendor to ensure proper funding of all subsidiaries pension accounts• Review appeal summaries & present to the Alcoa Appeals Committee with follow through to resolution• Creation & maintenance of all procedural documents• Provide support to internal customers such as field & corporate human resources, legal, labor relations, financial accounting, health & welfare, payroll & communications departments Show less

Working in the benefits outsourcing environment, as part of a new client implementation & subsequent administration team, overseeing a team of 4-5 & working hands on with all retirement issues including but not limited to reporting requirements, payment coordination, team training & mentoring.

Masters, Mba

Bachelor Of Science, Business Administration

Activities and Societies: The Fraternity of Phi Gamma Delta (FIJI), La Salle Rugby Club, Radio host at WEXP La Salle University Radio