Patti R. Lyons Email & Phone Number

Dresher, Pa, Us

Led functions including implementation, data, core operations, platform partnership, and client services. Partnered with other members of the executive leadership team for Health and Benefits division for setting the strategy and business plan.• Integrated five legacy Health and Benefit Third Party Administrators after acquisition to align people, processes, and technology.• Supported personal and professional development for a team of Directors through direct mentoring, regular one-on-ones, quarterly reviews, and director-level group training sessions.• Led service delivery with ongoing review for efficiencies that supported growth and scale.

Dresher, Pa, Us

Oversaw integration of best practices, people, and systems after the acquisition of BPC by Ascensus. Managed the Champaign site operations, implementation, data and client services for Health and Retirement divisions.• Partnered with marketing team to rebrand the Champaign retirement division to FuturePlan model.• Downsized site during COVID pandemic to better adapt to the new remote work environment.• Developed Human Resource strategy to revise roles and responsibilities and avoided business disruption.• Led “J2N Global” Change Management program to better prepare employees to move into more specialized roles as the team integrated into FuturePlan model. • Centralized critical operational functions resulting cost savings and scale.• Established human capital infrastructure, including job descriptions and new processes, to enable downsizing of Champaign location and closing of the Minnesota location.

Dresher, Pa, Us

Facilitated development and execution of business strategy and product development. Oversaw health and retirement divisions in the area of sales, operations, client services, data and human resources. Spearheaded leadership and professional development. Member of the executive team.• Drove workflow customization tailored to clients enabling clients to enter information directly into the system rather than uploading spreadsheets or sending information in manually.• Led annual renewal process for retirement division Center for Fiduciary Excellence (CEFEX) certification.• Improved client data sourcing, project management and implementation tracking to expand cross-sales of retirement and health services clients.• Introduced core values, new culture components, and behaviors into talent acquisition, onboarding, job materials, and performance management activities, which contributed to earning Best Places to Work awards for 4 consecutive years prior to acquisition. • Incented participation in newly created Professional development program to encourage employees toward self-directed growth and development,• Led company wide meeting as well as manager meetings.• Evaluated insurance and employee benefit options each year to select the best overall employee benefit package for the organization. • Facilitated annual benefit enrollment meetings to educate employees on their total compensation package.• Co-facilitated external leadership training through CEO’s subsidiary organization, H-Squared Leadership Institute to unleash human potential, inspire excellence and provide a BPC marketing channel.

Dresher, Pa, Us

Developed and directed the Human Resource function and oversaw Operations and Business Continuity. • Adopted industry best practices for funding consumer-directed health (CDH) clients and incentivized participants to adopt direct deposit and Docusign tools for faster turnaround.• Created cross-training, professional development, and leadership training for improved client service levels and internal succession.• Strengthened supervisory skills, reduced turnover and built morale via Professional Development Program and stay incentives.• Led monthly Department meetings and weekly supervisory training to ensure employees remained informed about business and regulatory landscape.• Organized training sessions for first time supervisors to create a successful pathway from individual contributor to supervisor.• Developed and wrote employee job descriptions and performance evaluations.• Oversaw FMLA program and tracking of FMLA to ensure compliance.• Created certification program for employees to prepare and take industry certification exams through Employers Council on Flexible Compensation (ECFC).

Champaign, Il, Us

Led all human resources functions including 401(k) plan sponsor duties, worker’s compensation management, payroll submission, and human capital reporting across multiple locations throughout Illinois and Indiana.• Partnered with accountants by providing necessary reports necessary for the annual 401(k) audit and form 5500 filings.• Facilitated biannual corporate financial advisor for employees at each location to educate and give 401(k) updates resulting in extremely high participation rates prior to implementing auto enroll features in the plan.• Participated in Investment Committee to provide input and oversight for the administration of the 401(k) plan.• Developed and led regular supervisor trainings to help managers learn basic human resources policies, company procedures as well as soft skill training.• Created job descriptions and performance evaluations. • Participated in monthly Owner and Store Manager Meetings presenting Human Resources updates.• Revised and maintained employee handbook to ensure compliance.• Oversaw all year end reporting to Finance for payroll and human resources.