Joann Mccarthy Email & Phone Number

New York City

• Managed, designed, and implemented communication of all Benefit programs, Defined and Non-Defined Retirement Plans for all USA, including FMLA, COBRA, Workers’ Compensation, plus international• Approved and analyzed all enrollments in the HRIS system• Analyzed all billing for health & welfare plans, provided back-up data to finance for payment• Provided data for annual audit for annual 5500 filing• Provided daily education and counsel to HR Business Partners• Implemented HIPAA Procedures, Self-Insured Medical Plan; appointed Privacy/Compliance Officer• Co-Project Manager on the migration of entire HRIS System from Oracle to UltiPro effective 1-1-18• Collaborated with UltiPro payroll to mitigate and prevent issues with Benefit deductions• Managed a staff of 2; Created an Orientation/ Open Enrollment Program

New York City

• Managed the day-to-day program administration of the 401(k) Plan• Responsible for administration of Employee Stock Purchase Plan• Managed the Voluntary Deferred Compensation Plan• Data analysis/reconciled monthly reports for 401(k) and ESPP

New York City

• Managed data for the closing of Defined Contributions Plan• Analyzed and resolved data discrepancies using Workday HRIS system• Developed benefit procedures and policies; Coordinated Open Enrollment• Resolved payroll issues relating to health / welfare and 401(k) deductions• Managed expats outbound benefits plans; managed / developed Leave Management procedures

New York City

• Benefit, Health & Wellness Fair• Presentation of all UHC Health Insurance plans & products

Princeton, Nj

• Coordinated participant activity for 401(k) administration• Ensured data integrity and performed data scrubbing• Developed benefit procedures and policies• Analyzed and resolved data discrepancies• Updated benefits on the intranet and all benefit forms• Analyzed and resolved retirement issues• Resolved payroll issues relating to benefit deductions

New York City

• Ensured compliance with all appropriate federal rules and regulations (OSHA, ADA, FMLA)• Implemented legal aspects of benefits administration, including ERISA, COBRA, 125, etc.)• Provided strategic analysis: competitiveness, cost-effectiveness of existing benefit programs• Handled benefits inquiries and complaints to ensure quick, equitable and courteous solutions• Developed Customer Service procedures for HR Department• Administered TIAA Pension Plan• Collaborated with Finance to ensure service regarding employee status, salary & payroll deductions• Vendor Management and filing of 5500 forms

New York City

***Health & Welfare*** • Redesigned Absence Management procedures: STD, LTD, FMLA, annual savings over $100K• Responsible for planning, implementation/administration of cost-effective benefits programs for domestic, international, union and non-union employees and current federal and state laws • Responsible for vendor relations• Managed all health plans for non-union and union retirees• Developed online enrollment using SAP-HRIS System• Oversaw annual open enrollment / health fair• Negotiated annual renewal health plans for domestic and international employees• Approved all Health and Welfare payments for self-funded and fully-insured plans• Approved all payments/invoices for Life, STD and LTD***Pension and 401(k) Plans***• Administered Pension and 401(k) Plans in compliance with state / federal regulations for union / non-union plans• Reviewed and approved all enrollments / 401(k) wire transfers• Redesigned the retiree medical plans for an annual savings of $400K• Coordinated data for 5500 filing • Responsible for Medicare Part D: annual application filing, reviewed monthly data files, requested quarterly payments and reconciliation• Counseled employees on retirement issues

New York City

• Combined 5 existing medical plans into 1, resulting in annual cost savings of $275,000 • Implemented new HR / Payroll System, enabling employees to manage benefits online• Converted manual systems to electronic. Systems included 401(k), Employee Benefits (online enrollment), HRIS / Payroll, Retiree benefits (via JPMorgan Chase InfoPay)• Managed retiree annuity plans with MassMutual, Equitable, Aetna• Managed calculations monthly for non-defined contribution pension plan• Negotiated new insurance plans for Life Insurance, LTD, STD with a 7% overall savings • Implemented/developed web-based Employee Benefits online for Employee Orientation Program, Open Enrollment, and employee handbook online in Spanish and English• Developed policies and procedures for HIPAA compliance, Compensation and Sarbanes-Oxley compliance