Phil Hackbarth Email & Phone Number

Green Bay, Wisconsin Area

• Analyzed staffing efficiencies for retirement plan offices and made recommendations to management relative to consolidations
• Prepared and reviewed form 5500 for retirement and health and welfare plans
• Utilized various FIS Relius software programs to generate reports for management analysis

Edina, MN

• Managed relationships with potential and existing customers to resolve complex issues and ensure customer satisfaction and retention
• Developed and maintained positive working relationships and open lines of communication with internal and external partners
• Conducted site visits with strategic partners to solidify cooperative relationships

Indianapolis, Indiana Area

• Functioned as the point of contact for approximately 20 employers relative to the administration of their retirement plan
• Served as the internal liaison for plan sponsors and internal department representatives to coordinate efficient and effective service
• Maintained relationships for a book of retirement accounts which achieved customer satisfaction rankings in excess of 97%
• Consulted with plan sponsors to ensure that their retirement plan met their corporate goals as well as the retirement savings goals of their employees

Brainerd, MN

• Proactively consulted with plan sponsors to ensure that their retirement plan meets their corporate goals as well as the retirement savings goals of their employees
• Worked with strategic partners to jointly service shared accounts to ensure timely and satisfactory delivery of service
• Provided relationship management for a book of more than 250 retirement plan accounts
• Served as liaison between plan sponsors, strategic partners, and internal department representatives as necessary in the delivery of service

Greater Minneapolis-St. Paul Area

• Supervised all employee benefit programs for the company to meet corporate goals and employee needs
• Conducted employee meetings to educate participants regarding their various employee benefit program options
• Maintained all employee and personnel data in HRIS management system
• Composed and delivered employee communications regarding employee benefit options
• Utilized Integrated Postsecondary Education Data System (IPEDS) statistics to ensure effective and efficient staffing solutions

Greater Milwaukee Area

• Provided relationship management for a book of retirement accounts which included defined contribution, defined benefit and non-qualified retirement plans
• Conducted enrollment meetings, educational seminars and individual meetings with participants regarding the respective retirement plan provisions and investment options
• Managed a team of plan administrators and administrative assistants to achieve cohesion and success to annually exceed all other regions in client retention and cross-selling
• Participated in finals presentations with business development officers and strategic partners to generate new business and upsell opportunities
• Provided plan sponsors with proactive consultation to interpret annual compliance testing and propose plan changes when appropriate in response to plan sponsor objectives and changing regulations

Bse, Major In Education With Minor In History

Activities and Societies: Student Government; Athletics; Music; Drama

Certified Employee Benefits Specialist (Cebs) - Life, Health And Other Group Benefits

Certified Employee Benefits Specialist (Cebs) - Contemporary Legal Environment Of Employee Benefits

Certified Employee Benefits Specialist (Cebs) - Accounting And Finance

Certified Employee Benefits Specialist (Cebs) - Retirement Plans: Defined Benefit

Certified Employee Benefits Specialist (Cebs) - Retirement Plans: Defined Contribution