Nancy Pearson Email & Phone Number

As part of the Project Management team, work closely with 20 stakeholders and Fidelity consultants to provide individual Total Rewards Statements to over 62,000+ employees within in a six month period. Continue partnership with Stakeholders and Fidelity to complete a second phase of Total Rewards which included adding additional compensation and benefits as well as an added 5,000 eligible employee population. Work with Fidelity Consultants to automate Total Rewards Statements on a monthly bases to include newly hired employees and updated data provided by Fidelity. Implement new wellness platform for all employees, spouses, and children. Represent Benefits in a two day onboarding Tiger Team and subsequent member onboarding task forces with a focus on resources and training. Manager of Employee discount vendor program, Beneplace.

Washington, Dc

Oversee the administration of AU’s retirement benefits, including the 403(b)-retirement plan and the Benefit Extension Plan (BEP). Manage and monitor compliance with new and existing laws and regulations for all areas of employee benefits spanning medical, dental, life, disability, flexible spending account, voluntary benefits, and retirement plans. Demonstrate extensive knowledge of federal and D.C. benefits laws and regulations, including ERISA, health care reform, and HIPAA. Develop and implement initiatives to ensure high quality of service for the university, faculty, staff, and retirees. Prepare annual 5500 and SAR reporting. Review audit and reconciliation processes to ensure consistency with established workflows.

Washington D.C. Metro Area

Managed the day-to-day operations of a $700M 403(b) retirement plan spanning two separate retirement vendors. Administered 403(b) plans, coordinated data for audits, and performed extensive data tracking relative to limits for the year. Actively communicated limits, adjustments, and customized options to employees. Spearheaded benefits compliance projects, which included PCORI Fee, Transitional Reinsurance Fee, and distribution of Summary Annual Report Notices (Retirement and Health and Wellness). Served as an integral contributor on several benefit implementation teams, spanning benefit communication, online benefit election portal, and retirement master administrator, in addition to a back-up child care pilot program, among others. Managed 415 annual, university-wide compliance disclosure notices and outside business contribution compliance. Ensured compliance with all legal requirements associated with various employee benefits programs and employee data protection.

Washington D.C. Metro Area

Partnered with the Benefits Administrator on several major benefits projects, which included 403 (b) annual limit communications, compilation of documents for 2009 Sarbanes-Oxley audit, and fiscal year-end closings. Maintained detailed tuition remission taxable income records for over 200 employees and spouses/domestic partners. Managed $4M annual educational benefits for employees, spouses/domestic partners, and dependent children. Created and presented a 45-minute overview of the educational benefit tuition exchange scholarship program for dependent children to over 200 employees. Administered monthly vendor payments and data reconciliation. Maintained accurate information for vendors and associated benefits spanning Medical, Dental, Legal, Long Term Care, Home and Auto, Pet Care, and Executive Long-term Care insurance.

Washington D.C. Metro Area

Provided outstanding customer service and vendor relations as the primary source of information relative to health insurance, flexible spending accounts, deductions, and transportation benefits in support of approximately 2,000 employees. Conducted weekly new employee orientations describing all benefit plan provisions and assisted employees with benefit elections. Managed elections for enrollments, changes, and beneficiaries. Performed employee terminations and exit interviews. Created and distributed annual benefits survey, and exceeded previous employee participation by 20%. Managed 2008 annual wellness week, and increased vendor participation by 30%. Maintained human resource information system (HRIS) benefit records; compiled detailed reports from database.

Washington D.C. Metro Area

•Responsible for a ten million dollar 401(K) plan, including a two million dollar 401(K) matching program, Flexible Spending Accounts and Commuter Benefits •Conducted new employee orientations fully describing all benefit plan provisions and assisted employees with benefit elections and enrollment •Co-managed 2007 benefits fair with a participation level of 400+ employees at FBR’s headquarters•Co-managed the 2007/2008 benefits open enrollment process •Supervised interns/contractors

Washington D.C. Metro Area

•Responsible with all aspects of hiring and terminations including but not limited to: orientation, drug screening, unemployment, workman’s compensation, recruitment, employee benefits packages and insurance enrollment •Created offer letters, regret letters, handled job postings, interview scheduling, new hire paperwork, and job descriptions•Updated and maintained all personnel information including: name/address changes, direct deposit, W2 withholding, I-9 verification•Updated entire employee handbook, handouts, and human resource forms