John Johnson Sr. Email & Phone Number

Malvern, Pennsylvania

Responsible for business development and Consultant Relations in Upstate NY, Connecticut, Western Massachusetts, and Vermont. Focus on developing and expanding relationships with consultants, advisors, and plan sponsors in order to provide investment and administrative solutions to plan sponsors that enhance the overall participant experience.

Works with C-suite level decision makers presenting technology-based solutions available at Vanguard, to help administer their retirement plans more effectively while enabling their employees to have a best in class experience as they invest and save for retirement. Brings over 15 years of experience working with decision makers to develop optimal retirement plan design, combined with engaging, interactive and proven communication and education strategies to ensure employees have their best chance at retirement savings success.

Enhancing Vanguard’s relationship with clients who leverage our Investment Management expertise, and our experience managing retirement plans for over 20 years. This is accomplished by providing consultative strategic planning and investment advice to C-level executives, benefits managers and key decision makers. My focus is on client retention through service, and supporting our new business initiatives. Acting as a trusted advisor in the client's decision-making process, I position Vanguard's advantages strategically and explore cross-sell opportunities with all relevant internal departments. To maximize efficiencies, I recommend needed adjustments to existing plan provisions, and lead the integrated service team on execution and compliance. I also leverage the financial dynamics of the pricing model and proactively implement client-profitability improvement strategies.

Enhancing Vanguard’s relationship with clients who leverage our Investment Management expertise, and our experience managing retirement plans for over 20 years. This is accomplished by providing consultative strategic planning and investment advice to C-level executives, benefits managers and key decision makers. My focus is on client retention through service, and supporting our new business initiatives. Acting as a trusted advisor in the client's decision-making process, I position Vanguard's advantages strategically and explore cross-sell opportunities with all relevant internal departments. To maximize efficiencies, I recommend needed adjustments to existing plan provisions, and lead the integrated service team on execution and compliance. I also leverage the financial dynamics of the pricing model and proactively implement client-profitability improvement strategies.

- Calculated benefit estimates for companies that outsourced their defined benefit adminstration to Vanguard- Performed data analysis and reconciliation for consulting actuaries- Completed testing for internal calculators and system enhancements.

 Built dynamic “first look” reserve analysis for Voluntary Auto business using multiple reserving methods. Developed new reserve analysis reports for all lines of business using AFFINITY software. Partnered with IT to implement new data warehousing software (ESSBASE) for the Actuarial department. Trained coworkers and supervisors on using both AFFINITY and ESSBASE software. Prepared monthly reports for all 6 lines of Property & Casualty business. Converted monthly and quarterly reports from Lotus to EXCEL. Provided actuarial support for the corporate GEFA Value Based Analysis project. Provided reserves information for the annual statement and three quarterly statements.

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor Of Arts, Economics

Activities and Societies: Phi Beta Sigma Fraternity Incorporated

Bachelor Of Arts