Emplicity PEO, assists small, high-growth businesses, by providing comprehensive professional employer services, HR consulting and compliance, benefits management, payroll, workers’ compensation policies, risk management, and recruiting services.• Develop a thorough understanding of internal process, team member responsibilities and internal timelines so services can be accurately and effectively presented to the client.• Design client plans, presentations, exhibits and reports, and developing communication strategies supporting client goals and objectives• Responsible for annual Plan audits, presenting service delivery results and make recommendations regarding strategies for managing cost, improving business results and enhancing plan value• Oversee health and retirement plans, all related work and life events including leave of absence administration.• Company liaison for all benefit plan audits for compliance and government regulators.• Provide assistance to team members and clients regarding plans and/or program coverage questions, benefit program adjustments and problem solving• Meet with clients and key contacts to review plan performance and service levels• Coordinate and manage administrative activity on client accounts (i.e. project management of implementation, enrollment and special projects)• Provide clients with timely updates on industry trends and/or changes that can impact plan design, strategy, compliance, communication and/or administration

Targeting Benefits Administration Leader roles at a mid-sized to large company in need of benefits administration leadership, defined benefits plans compliance, strategic HR Initiatives, and employee relations.

• Outsourced administration of Hourly Pension Plan, serving in committee responsible for selection of business partner who would be responsible for administration of all ITT Hourly Pension Programs. Supported retiree communication and helped finalize transition of responsibilities between local administrator and Towers Watson. • Outsourced administration of Hourly Retiree Medical Program of 250 participants from being managed at local site to CBIZ. Served in committee responsible for vendor selection, ensuring participants census information of current and future eligible participants was accurately communicated to new TPA. • Traveled to CBIZ Headquarters to familiarize staff with program administration, billing, and audits, and reviewed final participants’ database, successfully transitioning retiree medical program 3 weeks prior to implementation date without impacting participant’s eligibility and access to member services.

Built ICS Division’s understanding of its global benefit practices. Led benefit administration, premium payments, global benefit inventory, and local wellness programs. Directed $800K healthcare pension fund.• Served in 401K plan committee to audit participants’ 401K loan to correct amortization schedules, resulting in payment back to plan and selection of new plan provider.• Restructured company subsidy for retiree medical premiums, resulting in $250K cost avoidance. Developing strategy to introduce more aggressive contribution model using healthcare exchanges, reducing future liability 50% when implemented in 2014.• Developed strategy to transition hourly retirees from defined benefit to enhanced 401K plan, reducing future liability $20M.• Implemented more timely death reporting as part of pension administration, generating $25K cost savings. • Served on HRIS committee, mapping HR requirements from Infinium to Success Factors software, consolidating and optimizing employee benefit codes across 10 sites worldwide. • Served on Multinational Pooling Committee to select global partner, identifying and negotiating pooling opportunities for employee benefit offerings in Europe, Asia, and North America. • Conducted inventory of all benefit offerings across 9 global sites, understanding region-specific challenges, expenses, and competitiveness of benefit package.

Recruited as bilingual liaison between management and manufacturing employees to streamline employee benefit programs and processes for Santa Ana location. Led all aspects of benefit administration, enrollment, premium payment, evaluation, audit, record maintenance, and employee questions / issues. Directed 1 employee.• Directed benefit enrollment orientation meetings for new hires and transfers. Managed healthcare plans for 850 employees / retirees. Processed payments for 16 medical, dental, and disability plans, totaling >$800K annually.• Re-engineered process to track vested retirees benefit information, reducing time to retrieve eligibility information or complete mass mailings from 16 hours to 6 hours.• Developed strategies to audit 1700 pension files on quarterly basis, enabling company to fund 90 – 100% of plan for 4 consecutive years.• Led site wellness program focused on nutrition, exercise, health indicators, and chronic diseases. Increased employee health awareness, reducing sick time 10%. Sponsored lunch and learn, cardio classes, health screenings, 1-mile walks, healthy options menu in cafeteria, wellness fairs, and active for life programs.

Organized all Open Enrollment activities and presentations, and Year End benefits reporting and Audits.

Recruited as bilingual liaison between management and manufacturing employees to streamline employee benefit programs and processes for Santa Ana location. Led all aspects of benefit administration, enrollment, premium payment, evaluation, audit, record maintenance, and employee questions / issues. Directed 1 employee.• Directed benefit enrollment orientation meetings for new hires and transfers. Managed healthcare plans for 700 employees / retirees. Processed payments for 16 medical, dental, and disability plans, totaling >$800K annually.• Re-engineered process to track vested retirees benefit information, reducing time to retrieve eligibility information or complete mass mailings from 16 hours to 6 hours.• Developed strategies to audit 1200 pension files • Led site wellness program

Selected to audit and streamline company’s benefit plans. Led benefit administration, enrollment, audits, and payment processing for 1900 employees across 20 states. • Conducted open enrollment meetings for >500 employees as company grew through 8 acquisitions, offering localized plans for each state. Maintained records for all 1900 employees.• Maintained records, funded plan, and led employee training for 700 401K participants. • Created print media posters, flyers, and newsletters, enhancing employee benefit information / communication.• Evaluated and negotiated healthcare renewals, reducing plan increases from 24% to 17%. Organized enrollment activities with Precept Group brokers.

Four Seasons hotels and Resort is the leader in the luxury hospitality industry. Canadian-based company that for nearly 50 years, has transformed the hospitality industry by combining friendliness and efficiency with the finest traditions of international hotel-keeping and highest standards of hospitality.Administered all Health Care Plan, Life Insurance, Optional Life Insurance, and AD&D programs for approximate 500 full time employees. In addition, administered all Cobra, FMLA, Short Term Disability, and Long Term Disability programs, Workers Compensation Benefits and Transitional Work Programs.• Conducted monthly Employee Benefits Enrollment seminars in English and Spanish ensuring all paperwork was completed and employees were enrolled on a timely basis. • Interviewed potential job candidates for all positions of the hotel and forwarded qualified candidates to the respective hiring managers. • Administered, record keeping, and assisted with newly eligible participants training (English and Spanish) for 401(k) Retirement Plan with 500 participants to promote the importance of 401k savings as part of their retirement security. • Assisted in the planning of employee activities, including Rideshare Incentive Program, Annual Health and Fitness Fair, Financial Planning Seminars, and Health Care Open Enrollment• Opening team for Four Seasons Aviara responsible mass hire interviews, employee hiring processing, HRIS data processing for workforce of starting with 40 employees to 800 employees by opening day. • Developed and implemented the Transition to Work program to accommodate employees with job related injuries transition to a temporary position that met their doctor’s restrictions. This reduced lost worked days due to industrial injuries by 50% • Special Assignment: Assisted Four Seasons Las Vegas, Los Angeles, and Beverly Hills in training new Benefits Manager.