Jon Defiore Email & Phone Number

Tarrytown, Ny, Us

 Lead a team of 2 Benefits/Leave Specialists in developing and maintaining all company benefit,retirement plan and leave offerings across multiple practice sites in multiple states Couple with Employee Engagement on companywide Benefits surveys and determine/implementactions based on employee feedback Collaborate with Benefits brokers on benefits renewals, negotiations and improving overall benefitspackage to offer a best-in-class benefits package that attracts and retains top talent Manage all aspects of retirement plans, including 401(k), Profit Sharing & Cash Balance Plans,including assisting in employee inquiries, pay period funding, providing annual census data, setting fundlineups and providing companywide education sessions Perform multiple compliance functions including ACA, 401(k) audits & compliance testing, 5500s,Section 125 testing and ensuring compliance with local, state & federal laws

 Lead a team of 5 Benefits professionals overseeing Health & Wellness, ancillary and retirement benefits Oversaw company retirement plans, including $1B 401(k), Non-Qualified and Cash Balance Plans,including day to day administration, funding files, reconciliations and annual audits and compliance Regularly evaluated existing workflows to create new efficiencies and scalability Managed vendor relationships, including day to day plan administration, ensuring service delivery andownership of the vendor billing process Lead Open Enrollment for 20,000+ employees, including plan design, communications, and education Conducted regular audits to maintain integrity of HRIS data (Workday) Maintained ownership of required federal filings including ACA, DCFSA Non-Discrimination testing,5500s, etc.

 Administered $800M 401(k) plan including funding files, reconciliations, audits, and compliance testing Conducted New Hire Orientation, Open Enrollment fair presentations and Employee Engagementseminars to educate employees on all benefit offerings Lead Open Enrollment testing and rollout, as well as, provided support to 10,000+ benefits eligibleemployees through the enrollment process Utilized Workday as a tool to educate employees about benefits, including assisting in creation of a onestop dashboard containing a wide range of information about all company total rewards Collaborated with other members of the HR team on PTO policies and implementation companywide Provided exceptional frontline support to all employees, as well as handled escalated issues

 Provided frontline employee support on all benefits, PTO and 401(k) related inquiries Administered $200M 401(k) and Cash Balance plan including reconciliations, audits and payroll tasks Workday functional user with the ability to create reports, complete transactions and assist end users Completed benefits reconciliations ensuring payroll deductions and expected costs are aligned, savingthe company $25,000+ annually Assisted in creation and interpretation of organizational policies, and creation of new workflows Administered Leave of Absence for 1,500+ employees, including initial intake, coordinating with TPAand tracking leaves from start to completion as well as providing Metrics to all levels of management

White Plains, Ny, Us

 Determined ESOP Eligibility by interpreting plan documents and provisions Prepared ESOP Proxy Reporting, post ESOP Allocations, and prepared statements Performed compliance work, including ADP and ACP testing

White Plains, Ny, Us

 Collaborated with Senior Management on projects to implement new procedures and gain efficiencies Participated in functional and regression testing of new code before moving to production Reconciled distributions, assets, and disbursement accounts and processed In Kind Distributions

White Plains, Ny, Us

 Processed daily transactions, including 401K contributions, loan repayments, rollovers, and distributions Assisted in training of new employees Gained experience from being cross-trained to perform backup functions for other areas of operations

Bachelor'S Degree, Business Administration And Management, General

Bachelor Of Science - Bs, Business Administration And Management, General

B.S. Business Administration & Management, Business Administration And Management, General

Bachelor Of Science (Bs), Business Administration And Management, General