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Kim Evette D. Email & Phone Number

VP | U.S. Benefits |Benefits Governance | Compliance | Client Relationships | Employee & Participant Experience | Vendor Management| at State Street
Location: St Louis, Missouri, United States 10 work roles 2 schools
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Role
VP | U.S. Benefits |Benefits Governance | Compliance | Client Relationships | Employee & Participant Experience | Vendor Management|
Location
St Louis, Missouri, United States

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Kim Evette D. is listed as VP | U.S. Benefits |Benefits Governance | Compliance | Client Relationships | Employee & Participant Experience | Vendor Management| at State Street, based in St Louis, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Kim Evette D..

Kim Evette D. previously worked as Vice President, US Benefits at State Street and U.S. Benefits at Sabbatical And Career Transition. Kim Evette D. holds Master Of Business Administration - Mba from Webster University.

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State Street

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About Kim Evette D.

U.S. Benefits Leader with 15+ years of experience delivering strategy and direction for benefit programs to attract and retain talent. Focus on IRS compliance, reporting, disclosure, and plan design, leading high-profile projects full cycle. Global Benefits, Change Management, ERISA and CEBS certified.Email: kim_evette62@sbcglobal.netManage competitive, and cost-effective health and retirement programs that ensure exceptional employee experiences. Identify improvement opportunities, communicating processes clearly to optimize vendor and team performance. Develop strong interdepartmental and external partnerships, promoting organizational goals. Expertise includes plan administration, employee education, 401(k) plans, pension plans and non-qualified plans, and mergers & acquisitions.CORE COMPETENCIES:• Health, Welfare & Retirement Plans• Global Benefits & IRS Compliance• Plan Administration & Design• Reporting & Disclosure• Project Management• Change Management• Employee Experience• Continuous Improvement• Vendor Management• 401 k), Pension & Non-Qualified Plans• Mergers & Acquisitions• Team Collaboration & CommunicationACCOMPLISHMENTS:~Led strategic oversight of qualified retirement plans with over $350M in assets using data analytics and key metrics ensuring timely reporting & disclosure to IRS and DOL.~Managed over $100M in unfunded non-qualified retirement plans in accordance with regulatory requirements, for attracting and retaining key executives.~Directed project to sunset retiree medical and replace with HRA Option saving over $15M.~Implemented design changes to the U.S. Pension Plan resulting in financial sustainability for company and reducing pension plan liability by approximately $10M.Please contact me at (314) 853-7093 with VP, Benefits, VP, Employee Benefits and & VP, Benefits Compliance opportunities.

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State Street
State Street
VP | U.S. Benefits |Benefits Governance | Compliance | Client Relationships | Employee & Participant Experience | Vendor Management|
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10 roles

Kim Evette D. work experience

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Vice President, Us Benefits

Current

Boston, Massachusetts, Us

Vice President, U.S. Benefits is part of the Global Benefits Design Team and responsible for the strategic leadership, oversight and management of the company’s U.S. benefit programs and retirement plans.Manage all U.S. qualified and non-qualified retirement plans, health and welfare benefit programs, wellness and work/life programs and leave of absence policies. Manage preparation of governance materials and lead presentations for U.S. Benefits Committee Meetings. Develop benefits strategies and recommendations to support Employee Value Proposition. Oversee benefits and retirement plan analytics to ensure plan design and strategy are aligned to metrics/benchmarks and develop strategic recommendations. Partner with internal stakeholders in Human Resources, Finance, Procurement, and Legal. Lead benefits-related responsibilities for U.S. merger & acquisition activity, including due diligence. Prepare and facilitate all employee benefits and retirement plan communications, benefit compliance and reporting requirements.

Dec 2020 - Present

U.S. Benefits

Sabbatical And Career Transition

In the time since last position, skills kept sharp by completing a Certificate in ERISA Compliance, attending multiple benefits WebEx Education Sessions through the International Foundation of Employee Benefit Plans, satisfying the Continuing Education (CE) requirements for CEBS Designation and attaining CEBS CPE Compliant Status.

Feb 2020 - Dec 2020

Executive Director, U.S. & Latin America Benefits

Chesterfield, Missouri, Us

Directed executive benefits plans, 401(k), pension, health and welfare plans, as well as employee wellness programs. Led strategic oversight of qualified retirement plans with over $350 million in assets using data analytics and key metrics ensuring timely reporting & disclosure to IRS and DOL. Managed over $100 million in unfunded non-qualified retirement plans in accordance with regulatory requirements, for attracting and retaining key executives. Acted as key liaison with consultants, providers, and vendors, ensuring performance guarantees and service standards. Accomplishments1. Led design, due diligence and implementation of RGA’s first retirement plan for employees in Mexico City.2. Managed project to sunset retiree medical and replace with HRA Option saving pver $15 million.3. Directed the design changes to the U.S. Pension Plan resulting in financial sustainability for company and reducing pension plan liability by approximately $10 million.

Jul 2018 - Jan 2020

Manager 401(K) And Deferred Compensation Plans

St. Louis, Mo, Us

Acted as SME for retirement plan issues during merger, acquisitions, and integrations. Led planning for quarterly Investment Committee Meetings to ensure fund performance aligned with IPS. Developed strategic alliances with Legal, Payroll, Finance, Treasury, and HRIS Departments for efficient plan administration.Accomplishment:Audited distributions in deferred compensation plan, identified 409A issues and collaborated with service provider to resolve and correct for the plan and for the executives.

May 2007 - Oct 2008

Senior Benefits Consultant

Robert Half Staffing Llc

Led benefit integration for Gardner Denver following a global acquisition and completed project on time and on budget. Led successful transition of $245M in assets for qualified and non-qualified plans to new provider. Developed strategic communications for pension and 401(k) plans design changes to announce pension plan freeze and 401(k) plan enhancements.

Jun 2005 - May 2007

Vice President & Business Development Officer

Birmingham, Alabama, Us

Managed client relationships for new plan sponsors after acquisition. Reviewed, analyzed, and assisted with design for new retirement plans. Recommended retirement plan design and mutual funds investment options for new plans.Accomplishments1. Managed a team and maintained 98% retention of existing client relationships, while growing new business by 5%.2. Increased annual benefit plan revenue by $200k through new business development efforts.3. .Developed collaborative relationships with the Investments and Lending Teams for new business leads.

Jan 2002 - May 2005

Vice President & 401(K) Relationship Manager

Birmingham, Alabama, Us

Managed employer relationships for over $175M in assets for employee benefit plans. Administered qualified plans and non-qualified plans for employers. Consulted employers regarding regulatory, reporting and disclosure requirements.

Jul 2000 - Dec 2002
2 education records

Kim Evette D. education

Master Of Business Administration - Mba

Webster University

Bachelors, Human Resources & Communications

Rockhurst University
FAQ

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What company does Kim Evette D. work for?

Kim Evette D. works for State Street.

What is Kim Evette D.'s role at State Street?

Kim Evette D. is listed as VP | U.S. Benefits |Benefits Governance | Compliance | Client Relationships | Employee & Participant Experience | Vendor Management| at State Street.

Where is Kim Evette D. based?

Kim Evette D. is based in St Louis, Missouri, United States while working with State Street.

What companies has Kim Evette D. worked for?

Kim Evette D. has worked for State Street, Sabbatical And Career Transition, Reinsurance Group Of America, Incorporated, Express Scripts, and Robert Half Staffing Llc.

How can I contact Kim Evette D.?

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What schools did Kim Evette D. attend?

Kim Evette D. holds Master Of Business Administration - Mba from Webster University.

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