Matt Kerbel Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

Analysis, preparation, and querying of plan membership and financial data for valuation, auditing, and regulatory filings; preparation of charts, tables, and text for periodic reporting to the Director, Actuarial Services and by extension the HOOPP Executive Team and Board of Trustees; assist Communications department by answering member and employer questions and reviewing communications prior to distribution; continuation of some duties of prior HOOPP position.

• Excel tools (standardized off-system benefit calcs, including background VBA; special benefit calcs; etc.)• Access/SQL Server tools (tracking projects, case audits, and workflow; staff time and training tools; etc.)• MS Word mail-merge support• IBM Robot scripting (data remediation, etc.)• Converted process manuals into intranet module• Multi-stage involvement in project to integrate former members of another pension plan into HOOPP, including project planning; liaising… Show more • Excel tools (standardized off-system benefit calcs, including background VBA; special benefit calcs; etc.)• Access/SQL Server tools (tracking projects, case audits, and workflow; staff time and training tools; etc.)• MS Word mail-merge support• IBM Robot scripting (data remediation, etc.)• Converted process manuals into intranet module• Multi-stage involvement in project to integrate former members of another pension plan into HOOPP, including project planning; liaising with clients and external consultants; data validation; batch calculation and production of buyback quotes; tracking member responses; government forms; compiling and posting buyback data to admin system• Led efforts to improve the quality of annual statements for active members over age 65• Managed the development of several tools from end to end, through design, programming, testing, and implementation, plus monitoring for post-implementation enhancements as required by users or changes in technology Show less

Part of team involved in the creating, testing, and maintaining a large-scale administration and payment system for pensioners belonging to a large public-sector union pension plan; developed familiarity with Oracle database structure, Oracle Forms and Form Builder, and Oracle Report Builder; extensive programming in PL/SQL, limited exposure to Visual C++; some client management.

Applied pension background to development and testing of retirement planning websites customized according to clients’ company pension plans and needs; programming and/or debugging of modules and calculators regarding individual pension calculations, annuity calculations, group benefits enrolment and administration, and various other financial concepts (mortgages, rates of return, etc.); extensive programming in Visual Basic, VBScript, active server pages (ASP); use of Microsoft SQL database in… Show more Applied pension background to development and testing of retirement planning websites customized according to clients’ company pension plans and needs; programming and/or debugging of modules and calculators regarding individual pension calculations, annuity calculations, group benefits enrolment and administration, and various other financial concepts (mortgages, rates of return, etc.); extensive programming in Visual Basic, VBScript, active server pages (ASP); use of Microsoft SQL database in website construction; some graphic design; data reconciliation, checking, and production of printed and online pension statements; correspondence (written and verbal) with clients; some client management. Show less

Pension plan valuations for going concern and wind-up situations, including solvency and gain/loss analysis; individual benefit calculations for retirements and terminations; Pension Adjustments and Past Service Pension Adjustments; information returns; annual statements, data reconciliation and other administrative work for ongoing and new clients; correspondence (written and verbal) with clients.

As a summer student, worked primarily on three projects – compiled data, prepared and checked benefit statements; compiled and verified data for a larger pension plan valuation; primary responsibility for performing a smaller valuation, including solvency and gain/loss analysis.