Monica Tarasek Email & Phone Number

Greater Hartford

Hartford, Connecticut, United States

Consult with the company’s largest retirement plan clients in the corporate and healthcare industries, ranging in size from $400 million to $1 billion in retirement plan assets. Lead strategy development with internal relationship management, sales, transition management, marketing partners and leadership. Manage, develop, and present campaign strategies and results. Create solutions for scale, efficiency and process improvement. Present our participant communication strategy in RFPs and sales finalist presentations.

Springfield, Massachusetts Area

Led multiple marketing initiatives, managed projects and campaigns to drive better outcomes for workplace clients and their employees, while increasing assets under management. Used test-and-learn approach to develop on-demand participant digital campaigns to meet and exceed benchmark action rates. Partnered with stakeholders -product management, relationship management, and legal to develop participant education content and strategy. • Refined and standardized sales finalist presentation collateral to reduce costs by 50% • Led the development of videos and education workshops that addressed participants’ needs and concerns regarding financial wellness resulting from the COVID-19 pandemic (market volatility, planning for retirement during a market downturn, job loss, and social security). Video series view rate was highest of department’s overall videos produced (5x average)• Organization Transformation initiative owner: IRA rollover; and Organizational Health – Strategic Clarity. Results: IRA rollover activity increased 10%; Strategic Clarity improved 30% Q2 over Q1 - exceeding goal of 75%

Enfield, Connecticut, United States

Developed and managed strategic participant communications (custom client-branded campaigns) for 22 of our largest and most complex retirement plan clients, ranging in size from $50 million to $1.5 billion in retirement plan assets, totaling $4.5 billion in book of business assets. Handled PEO multiple plan conversion communication and education strategy. Presented unique data-driven communication approach at industry workshops and sales opportunities to prospects and advisors. Consulted with clients at the executive level, presented strategies and reported campaign results - enrollments, increased deferrals and roll-ins. Trained peers, relationship managers, and sales directors on participant value proposition focused on retirement readiness and consumer marketing techniques.• Met/exceeded client participation goals with campaigns that consistently beat industry response rates • Managed a Spanish cultural education video, a customized animated enrollment production, and client recognition campaigns• Recognized with PSCA Signature Awards and a Pensions & Investments Eddy Award for three of my clients. Received consistent high marks in annual performance results as well as peer feedback. Exceeded client retention benchmarks• Held FINRA Series 6 License

Windsor, Connecticut, United States

Managed and developed a team of three marketing specialists whose responsibilities included mass-market communications for plan sponsors, advisors and participants. Designed and presented custom communications for major account clients. • Developed regulatory communications (minimum distribution suspension, form 5500 schedule C requirements)• Streamlined new business participant transition communications to meet rigorous internal compliance standards and implementation requirements• Held FINRA Series 6 License

Springfield, Massachusetts Metropolitan Area

Developed and managed strategic participant transition and ongoing communications for corporate retirement plan clients. Developed custom communications campaigns for selected National Account clients. Participated with a team to redefine the participant enrollment process. Presented capabilities to prospective clients, advisors and existing clients to retain and win new business. Held FINRA Series 6 License.

Hartford, Connecticut, United States

Developed, executed and managed strategic participant communication and education for corporate retirement plan clients. Developed custom programs for new and existing clients that educate and encourage employees to take action. Managed 29 clients ranging in size from $25 million to $450 million in retirement plan assets.• Supported the development of a client materials database• Instrumental in the development of a best practices model and work management database• Held FINRA Series 6 and 63 Licenses

Hartford, Connecticut, United States

Supported sales and client service with responsibilities that included: developing and enhancing RFP database information through research and interaction with subject matter experts and stakeholders throughout the organization; ensuring consistency and quality across all proposals; managing the alignment of our database and materials with current strategic initiatives. As part of Prudential’s acquisition, led the integration of Cigna Retirement RFP database content.

Hartford, Connecticut, United States

Prepared Requests for Proposals (RFPs) for prospects, consultants and existing clients that presented the division’s products, services and strengths in the institutional retirement field, while customizing each prospect’s or client’s unique situation. Handled the most complex cases in the core and large market segments. Managed the RFP response timeline, working with associates and subject matter experts. Participated in prospect strategy sessions with selling teams to kick-off RFP process and confirm prospects’ needs and objectives.

Hartford, Connecticut, United States

Managed a team of six presentation analysts responsible for developing and packaging sales presentations. Ensured presentations were delivered within the expected timing and quality standards. Developed team training modules; collaborated with sales and client management to enhance presentation formats and best practices.