Kevin Lamb, Cebs Email & Phone Number

Patina is a firm that partners with companies to solve problems, realize opportunities, improve results, fill a key expertise or resource gap, develop talent, or assist with other critical initiatives. This is done through consulting, projects, leadership/board roles and coaching. My specialties are employee benefits strategy, plan design, plan operations, communications and compliance for retirement, welfare and executive benefit plans.

Greater Milwaukee Area

• Improved compliance profile by directing activities associated with US based qualified and nonqualified defined contribution and defined benefit retirement plans. • Identified and implemented process and control improvements by analyzing current state operations, making needed changes, and working closely with 3rd-party vendors to optimize operational results and upgrade the plan participant experience. • Increased accuracy of information provided to employees by documenting provisions and creating consistent messaging in customer service operations. • Ensured benefits met needs of constituents by interacting with business operations and with all levels of employees across organization.• Improved financial accuracy of benefit-related accounting and analysis activities and the efficiency of benefit plan operations. Collaborated with internal partners such as payroll, operations, accounting, and IT.

Greater St. Louis Area

• Facilitated comprehensive, thorough, and cost-effective due diligence process that identified critical valuation, compliance, cost, operational, and integration issues.• Assisted with merger and acquisition transactions by working in partnership with client’s internal project team.

Greater St. Louis Area

• Managed strategic planning, implementation, development, communication, and operations of all US and Canadian retirement income, executive benefit, and welfare plans for multi-site, multi-divisional food manufacturer with 10.8K employees and annual benefit expenditures of over $100M. • Directed continuing efforts to maintain significant advantage in benefit program costs while offering employees competitive benefit package through effective plan design and management of vendor administrative and consulting expenses.• Managed partnerships with 3rd-party consultants and external service providers by reducing costs through aggressive vendor consolidation and use of RFP process to select best-in-class vendors that maximized program savings and service levels.• Established internal partnerships and processes that ensured benefit-related issues were addressed on integrated basis across all internal functional and operational areas and that all stakeholders were aware of plan strategy, design, and operational issues.• Worked closely with C-suite management. Effectively communicated benefit plan strategy options and built support for changes needed to meet operational and financial targets.• Served as lead benefits resource in union negotiations at 18 organized facilities where successful implementation of key strategic and plan design changes resulted in significant cost savings while minimizing employee relations issues and labor disruptions.• Achieved annual savings of over $6M. Led aggressive restructuring of health care and retirement income plans. • Directed all benefits-related activities associated with over 30 acquisition and divestiture transactions. Identified issues affecting transaction valuation, development of mitigation plans to address compliance and operational issues, and effective plan integration.

Bachelor Of Science (Bs), Accounting

Bachelor Of Science (B.S.), Agricultural Economics