Morgan Tracy Email & Phone Number

Remote, Us

San Diego, Ca, Us

San Diego, Ca, Us

HR leader for Casualty Solutions and Pharmacy Solutions Divisions and Talent Acquisition for Product Management, Managed Care, Sales & Service. HR integration leader for all M&A activity.

San Diego, Ca, Us

• Manage team of Human Resource Business Partners and Talent Acquisition Partners

San Diego, Ca, Us

• Manage team of three to support Mitchell in their strategic initiatives and human resources compliance• Leadership style of servant leadership/mentor

San Diego, Ca, Us

• Execute on both Business and HR initiatives by driving the HR business strategy and roadmap through a clear understanding of Mitchell's overall strategy which includes a demonstrated understanding of financial, cultural and operational goals.• Quickly developed and maintained business partner relationships with Management and Executive teams several lines of business, which included over 800 team members, in order to effectively provide guidance on organizational changes and structure, anticipate business needs and provide high levels of customer service.• Provide leadership and consultative support of employee relations, managing involuntary and voluntary separations, investigation of employee complaints, and responding to EEOC claims and unemployment claims appeals client groups with positive outcomes for both business and employees.• Led the Reward and Recognition projected which consisted of training management on the tool, facilitation of software implementation and communication plans for roll out.• Train management and individual contributors in career development, talent management processes and tools, talent review, and skill training in management, teambuilding, and interviewing. • Facilitation of year-end and mid-year talent review calibrations for senior and executive level teams. • Successfully manage multiple projects with competing deadlines.• MVP of 2013 – selected by executives as a top 1% contributor to the organization.

Waltham, Ma, Us

• Led the benefits outsourcing of 401(k) administration covering 15,000 participants with a savings of $1 million• Responsible for the successful integration of benefits in more than 10 acquisitions, including recent benefits harmonization for 5,600 employees• Managed compliance with DOL, IRS and other state and federal regulatory agencies and laws• Introduced company stock component to deferred compensation plan• Assisted IT and HR in the development of new vendor and payroll interface files• Maintained plan documents, summary plan descriptions, vendor agreements and contracts• Supported, trained and advised HR business partners and Benefits Call Center on all benefits policies and programs• Implemented and administered executive benefit programs• Assisted with administration of Canadian benefits plans• Initiated 401(k) automatic enrollment

New York, Ny, Us

• Initiated 30 web based customized presentations to roll out new 401(k) Plan training for over 5,000 employees• Managed 401(k) and Employee Stock Purchase Plan for 65,000 employees• Managed the consolidation of multiple vendors into single cost-effective program• Identified payroll error for transfer employees and implemented a new code and system to track correct limits• Responsible for annual plan audit and non-discrimination testing

Irvine, Ca, Us

• Led the conversion of 401(k) Plan, Supplemental Plan and Executive Deferred Compensation Plan to new record keeper• Responsible for development, implementation, administration and communication of all employee benefit programs, policies and procedures• Administered annual enrollment and distribution of non-qualified plans• Assisted with non-discrimination test, compliance testing, and IRS audit

• Responsible for administration of all employee benefit programs including 401(k) plan, pension plan, flexible spending accounts, health, leave of absence/disability and life programs• Led the conversion and consolidation of 401(k) record keeping and trustee services• Enhanced education and delivered communication to employees regarding new benefits programs• Led implementation and training of e-profile and e-benefits modules in PeopleSoft• Recruited employees for open requisitions and conducted new hire orientations• Conducted compensation surveys for benchmark data