1/1/2020 - Zuman rebrands as Tabulera.As a result of the spin-out of our HR Outsourcing business Zuman, we have rebranded the company as Tabulera.At Tabulera our mission is the digital transformation of full-cycle benefits administration, delivering solutions with technology and expert advice.Tabulera empowers advisors, employers and their teams with insights and tools to streamline benefits operations. Tabulera starts where others leave off. Our modules enroll, bill, reconcile, remit and account for single or multiple employer benefit plans.Accordingly, our new name signifies our ability to calculate all things benefit plan related.Our combined team of software developers, accounting professionals and administrators provide deep domain expertise for developing game changing solutions. With Tabulera, our clients have the efficiency and service necessary for today’s growing companies.Contact us at sales@tabulera.com and let’s start a conversation.

Zuman was founded in 2012 with a simple mission: to transform the people operations experience and help employees grow their companies. As we watched our industry evolve, we saw the need for a single-source solution that combines software plus expert service. We saw firsthand the need for an employee-centric service that makes it easy to access the right tools and expertise when it comes to HR and benefit matters.So we merged our collective experience to create a new kind of company that gives you exactly that: a single-source solution built from the ground up, by experts with decades of experience with HR-related systems as well as a deep understanding of the employee lifecycle. The result is Zuman.Zuman provides the premium single-source cloud solution for human resources, payroll, benefits administration, and talent management for better people operations. That’s why growing organizations with high-value employees choose Zuman for its expert, concierge-style service and customer-centric technology. Zuman’s outsourced HR solution delivers superior control and efficiency to support employees, contain costs, and ensure compliance. Zuman’s single-source solution is built from the ground up, by experts with decades of experience with HR-related systems as well as a deep understanding of the employee lifecycle. Managers and employees rely on Zuman’s cloud, service, and mobile platform to accelerate people operations and improve business performance.

VP, Benefits: 2006 - 2009Director of Benefits: 2003 - 2006Production Manager: 2000 - 2003Served as primary leader of the Benefits Management Group responsible for the strategy, design, communications, and ongoing administration of a multitude of employee benefits products for 40,000 employees of 3,500 employers.Designed and maintained content of the website for employee enrollment activity and associated resources. Had oversight of various compliance activities, including internal and external audits, Federal Form 5500 filings, and other regulatory activities. Established strong and effective relationships with vendors and brokers to negotiate contracts for cost-conscious and highly-competitive plans, products, and services. Reported plan performance, trends and product strategies to executive team with recommendations.Implemented a Wellness program for internal employees as a pilot prior to distribution to employer groups. Carried ultimate responsibility for the Operations team that administered COBRA, FSA, Leave of Absence, and retirement plan contributions from payroll to claims and remittance. Team also ensured that HIPAA-compliant vendor eligibility files were transmitted from the HRIS and reconciled to facilitate accurate enrollments and billings. Created and managed the Benefits team in the communication to and training of all HR business partners nationally. Ensured thorough and complete understanding of benefit plans, changes, regional variations, and resources available during Open Enrollment and throughout the year as needs arise. Oversaw the effective integration of the benefit plans and programs for six corporate acquisitions. Understanding the differences in the geography, industries, and employee demographics for all M&A activity as pertained to the benefit plans was key to the financial decisions around those acquisitions.

Managed the relationship between the benefits team, the various Fujitsu companies, and vendors relative to the company's health, welfare, and retirement plans. Negotiated plan costs and maintained budgets. Developed plan design strategies and recommended enhancements for open enrollment.

Consistently kept organization updated and compliant with legislative changes relative to all benefit programs. Oversaw extensive audit of existing databases; recommended changes to better integrate data from each system. Developed and installed procedures and calendars for handling governmental filings and Qualified Domestic Relations Orders (QDRO's). Handled budget responsibilities.

Conducted legal review of Qualified Domestic Relations Orders (QDRO's) and communicated with attorneys and other parties to ensure adequacy and clarity. Redrafted all retirement plan legal documents for ERISA counsel's review. Provided technical and management assistance in the retirement plans arena.

Transitioned the retirement plans operations in the company's Employee Benefits Department to a fully-functional, independent business unit. Designed, communicated, and implemented the company's first 401k and PAYSOP programs. Prepared and presented all retirement plan-related materials to the executive members of the Employee Benefits Committee. Managed the numerous pension and profit-sharing plans end-to-end during union negotiations, M&A activities and for IRS/PBGC disclosure.

Supervised and directed all operations of the Employee Benefits Services unit responsible for administration of the group benefit plans, including health, life, savings, and disability plans. Directed staff activity to insure timely and accurate processing of plan enrollments, withdrawals and changes for 15,000 employees. Responsible for proper accounting and allocation of funds for various benefit plans.

Performed actuarial valuations and analyses of privately-funded group pension plans as directed by ERISA and related trust laws. Prepared actuarial reports and Federal Form 5500 for signature by Enrolled Actuary. Served as troubleshooter for difficulties related to trust agreement for a caseload of 25 contract holders.