Jay Luber Email & Phone Number

Redondo Beach, CA 90278

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Redondo Beach, CA

Redondo Beach, CA

• Marketed the firm’s services to a wide variety of small to medium-sized businesses. Generated outside referral sources that were completely new to BPI. Identified the needs of client organizations, designed custom.
• With BPI, brought in 14 plans with 50 to 100 members, far exceeding the average closing at the firm.
• Achieved within $2000 of revenue target at the time of a 25% reduction in force in November.
• Resolved a billing process problem at BPI that had been preventing timely and accurate billing.
• At ACI, wrote two articles for the company’s quarterly newsletter and at both firms developed and delivered presentations for CPAs and advisors for continuing education credits.

Encino, CA

• One of the largest independently owned actuarial consulting firms in the country and one of the most well known third-party administrators.Relationship Manager / ConsultantOne of four senior consultants (out of 10.
• Increased personal book of business from 80 to 120 plans and built annual revenue to $980,000 by growing existing accounts and opening five to eight new accounts annually.
• As the first person recruited to focus primarily on relationship management, drove the change to a relationship management business model.
• Designed and implemented more than 50 plans, many providing more than 85% of benefits to owners.
• Led the functional team in “Trashing the Timesheet” effort to convert from charging time to fixed fees.
• Frequent featured speaker to professional groups, seminars, and training events such as ASPPA, the Western Pension Conference, and CPA groups.

Various

• TRANSAMERICA LIFE INSURANCE COMPANY – LOS ANGELES, CA 1999–2000A major provider of insurance, investment instruments, and retirement plan solutions.Senior Client Services ConsultantSupported the national organization.
• Managed relationships for a specific book of business that included larger and more complex plans.
• Successfully resolved complex and potentially costly administrative problems and complaints arising from plan operational defects.JAY LUBER, CONSULTING – SAN DIEGO, MEXICO, PITTSBURGH 1992–1999Provided training to Sony.
• Managed a $1M budget, created the training plan for three levels of solution providers, and managed the training in Oracle Manufacturing and Financial Applications at General Instrument.
• Managed end-user training at three Sony facilities in the US and Mexico with more than 15,000 employees who spoke multiple languages.
• Developed and managed end-user assimilation activities to support GI’s initiative to standardize manufacturing and financial systems worldwide.

Century City, CA

• A leading US defense and aerospace contractor.Manager, Retirement & Savings Plan AdministrationLed the administration of the company’s 401(k) Profit Sharing and Pension plans.
• Enrolled management in converting in-house 401(k) plan administration to outside 3rd party for a 50,000-life plan. Led the evaluation, selection, and conversion to a third-party savings plan with administrative systems.
• Led an effort to design and develop employee communications that increased 401(k) participation 13%.
• Managed implementation of a new retiree payroll system with a new trustee and third-party administrator paying 11,000 retirees $11M per month. Automated administrative process and reduced processing cycle 40% to save.
• Consistently rated as one of the top three speakers at national employee benefits seminars.

Various

• Consultant, Wyatt, 1981–1986. Opened and managed plans with 3,000 to 50,000 employees on behalf of one of the largest actuarial companies in the world.
• CPA, Cohen Luber & Associates, 1978–1980.
• Division Administrator, Mitre Corp, 1975–1977. Monitored government agency service contracts with the US Army, DARPA, ARPA, BSI, USAREUR, CENTAG, and NSA.

Masters Of Arts, Spiritual Psychology

Activities and Societies: School for psychotherapists.

Bs, Geography, Minor Physics

Activities and Societies: PHI Sigma Delta (Zeta Beta Tau) Fraternity

Accounting

Activities and Societies: Accounting classes required to sit for CPA exam.