Manage/Assist with day-to-day administration of in-house retirement plans including a cash balance pension plan, traditional defined benefit plans, 401(k) plan & non-qualified plans:Reviewing calculations, Review/Make determinations regarding Domestic Relations Orders, Cash Balance account balance recalculations, Prior Service calculations, Participant communications, Prepare Executive benefit summariesAssisted with and/or developed multiple databases for tracking & calculation purposesPromote team member retirement education Developed & delivered on-line retirement education trainingDeveloped & coordinated bi-annual executive level planning for retirement workshopsDeliver retirement plans portion of retirement workshopsManage internal vendor management requirements for two external vendorsCoordinate with internal & external auditors to ensure compliance Reconcile participant data for valuation & audit purposes Developed databases and reconciliation process for annuity contractsManage all aspects of an external calculation system for rehired team membersCollaborate with PeopleSoft team to define and resolve complex data issuesContinued development of co-workers with on-going training & coachingAssisted with all necessary changes required for in-house plans due PPA & 409A legislation (including document restatement, system changes & participant communications)Coordinated communications to thousands of HCEs regarding impact of new 409A regulationsDeveloped calculation procedures for new annual distribution process for non-qualified planDeveloped/Managed entire annual process for non-qualified plan distributions Project management/implementation of international benefit plans (UK)Partner with external vendor for DB outsourcing endeavorComplete/Review Requirements DocumentsIdentify data clean up opportunities

Performed & verified pension calculations for multiple clientsResponded to questions, concerns & requests for information regarding pension benefits & retire medicalReviewed & processed participant paperwork for retirementAided in drafting specifications for a new pension calculation system Draft/review employee communications Coordinated annual participant benefit statement processMaintained multiple client databasesReconciled participant data for benefit statements & valuation purposesDeveloped annual project plans for clients

Completed & filed Form 5500 (including supplemental schedules) for company sponsored pension & welfare plansAnalyzed & corrected discrepancies in pension plan contributionsResearched & analyzed participant employment historiesRan pension calculations & produce respective participant correspondencesProcessed non-periodic withdrawals from a company sponsored pension planCalculated & paid insurance premiums for self-insured plans & other miscellaneous bills