Joseph Stack Email & Phone Number

Greater New York City Area

Managed multiple initiatives that enhanced the service delivery model of the 401(k) Retirement Services group including operational efficiencies, cost reductions and regulatory compliance.• Managed process to migrate back office processing, call center, systems, and technical support services to India, which included process selection, training, documentation, and productivity standards• Exceeded India expansion plan for Full Time Employees by nearly 80% in fiscal Year 2007• Led initiative to implement security enhancement on the participant web site to eliminate the use of Social Security Number as part of the authentication process • Managed project to integrate the Retirement Services participant web site into the corporate security protocol for web facing products. The web security project required coordination across multiple IT groups and business units• Directed project to automate the ERISA budget Account process, allowing the plan asset threshold to be lowered from $10 million to $1 million • Conceived, managed and implemented process to automate the advisor compensation process as part of a strategic initiative to enhance the service model for a significant growth segment of the retirement business• Led project to change the 401k advisory service provider from Morningstar to GuidedChoice. The advisory service project had very tight timeframes due to vendor contractual obligations• Collaborated with Financial Control and Systems to expand the number of investments that can be supported on ADP’s retirement platform

Director - Project Manager, Business Implementation (2004 – Present)• Implemented new toll free participant number for 1M new participants with no disruption in service• Managed the project that identified and established all forms and letters, many customized, for 2,000 clients, completed timely and accurately• Led the process to define business requirements and process flows for the front end application used to service Non Qualified book of business, which resulted in an improved process flow and satisfied clients• Developed and implemented process for approving new money source names for the converting CIGNA book of business

Collaborated with key with key representatives of the Defined Contribution new business and operations areasto ensure system enhancement requests were properly prioritized, defined, and implemented.• Developed business requirement templates, questionnaires, and reporting mechanisms used for all major systems projects in Prudential Retirement• Created business requirements and conducted business requirement walk through meetings for projects that increased operational efficiency and increased accuracy• Implemented formal sign off process for each phase of the project lifecycle

• Managed team whose main responsibility was to develop methods and procedures to track all programming requests for the IT department.• Developed functional requirements and defined process for internal application used to track all system requests from production support items to large initiatives• Established process with business partners to assign correct prioritization for all production support items

Managed a group of project managers assigned to analyze business practices, and make recommendations to improve the workflow and reduce errors for the Defined Contribution business.• Project managed all aspects of client setup for 200 large market clients as part of an integration effort• Identified, and put forth recommendations to improve the speed and accuracy of the new business process• Developed requirements to simplify client setup and on-going maintenance of multiple systems