Kevin Malley Email & Phone Number

Canton, Massachusetts, United States

I managed a team of senior operations managers and was responsible for a total team of 60 benefits professionals who provided defined benefit plan administration and consulting for 30 defined benefit clients. I provided relationship management and consultative administration services to my clients, resulting in the highest client and participant satisfaction levels. My role also included participation in all aspects of the sales process, including request for proposal (RFP) responses, development of client materials, and presentation of TELUS Health capabilities to prospective clients.

Norwood, Ma

Led a team of 4 senior operations managers and a total staff of fifty Defined Benefit professionals responsible for more than 20 clients and +$20M in total annual revenue. Ensured that the appropriate controls and management routines were followed for all aspects of plan administration. Partnered with clients and plan actuaries in the review, planning and execution of plan design projects such as lump sum offerings to terminated plan participants, plan freeze activity and full plan terminations. Mentored team members and work with them through all stages of career development

Norwood, Ma

Responsible for oversight and management of the Defined Contribution, Defined Benefit, and Health & Welfare administration of 19 clients, including five Fortune 500 companies and +$19M in annual revenue. Responsible for overall relationship management, annual business planning and ongoing project management as well as ensuring appropriate risk management controls were in place for all clients. Coordinated and participated in contract renewals, including pricing, statement of work and service levels. Contributed to enterprise business improvement efforts including process, systems, and product enhancements.

Managed a team of +15 associates responsible for managing seven large market 401(k) plans. Assisted in the development of firm-wide best practice processes and operations controls. Represented operations in sales prospect meetings. Led client-specific projects including plan design and fund lineup changes. Worked with the Internal Learning and Training team to develop and deliver a comprehensive curriculum to operations staff.

Responsible for all administrative aspects of 401(k) plan management, including daily processing and project work such as 5500 filings and nondiscrimination testing, ensuring daily reconciliation of cash and share movement. Managed a staff of eight employees and was responsible for staff development and performance reviews. Led training of call center representatives, including review of plan provisions and responses for frequently asked questions.

Broker Operations Supervisor December, 1994 - December, 1996 Wholesaler Support Representative January, 1994 - December, 1994Participant / Broker Services RepresentativeSeptember, 1992 - January, 1994

Mba, Business Administration And Management

Bachelor Of Arts (B.A.), Economics

Education record