Richard Daniel Abel, Ba (Hons) Email & Phone Number

Toronto, Ontario, Canada

- Team up with consultants and support clients in all aspects of DC consulting: plan design, investments, provider search and implementation, member engagement, investment monitoring and governance, and ongoing plan optimization.- Plan, coordinate and quality assure regular client DC plan-monitoring reports prepared with analysts; identify key observations and recommendations to optimize plan effectiveness.- Work with analysts, research and analyze investment options, prepare performance summaries and benchmarking, and recommend investment option changes accordingly.- Act as the first point of contact with clients and providers for questions and service.- Actively participate in client meetings.- Participate in various projects to develop our intellectual capital and tools.- Stay informed about pension regulations, CRA (tax) rules, DC industry developments, and plan management best practices.

Led a team administering DCPP, RRSP, TFSA, NRSP, PSPP, EPSP, LIF, RRIF and National plans for a Fortune 500 company across Canada. Managed client expectations for ongoing and seamless administration of the plan, providing monthly, quarterly, annual, and ad hoc reporting to optimize procedural fluidity and service delivery.• Build excellent relationships with the client through regular meetings• Took the lead on client escalations and assisted the team with proposed timely and con-effective solutions• Acted as first-rate technical resource for analysts and senior analysts to spearhead and monitor the first-rate administration of complex plans; continuously advanced cross-functional communication and multidisciplinary comprehension of key missives and critical updates across team, departmental, organizational, and geographic lines.• Assisted User Acceptance and Production Testing initiatives during system deployment and client change requests; prioritized often competing tasks, managed expectations, and promoted process streamlining and effectively support high-volume needs during challenging COVID-19 pandemic and mitigate potentially costly or negative impact associated with service delays or disruption.• Tested and produced voluminous annual member statements, daily processes, and monthly reconciliations with speed and precision, to align cutting-edge protocol and corporate reality, which dramatically augmented offerings, provision excellence, client satisfaction, and business retention.

Toronto, Canada Area

Provided a wide and critical range of support including research and data analyses for clients, consultants and advisors on reoccurring and ad hoc bases. Executed day-to-day administration tasks and ensuring the delivery of work as assigned is completed by the deadline.• Was presented with the prestigious iStar Award in the third quarter of 2017 for the strong contributions made to Group Retirement Services and respective achievements.• Collaborated as instrumental part of the team on impending new shared services model for Group Retirement Services and provided feedback and vision to foster communication and comprehensive of key missives and updates across business lines.• Gained and shared strong knowledge in group retirement products available to employers; engaged in constant provision of world-class information to deliver customized and optimal resources that satisfied and retained clientele.

Toronto, Canada Area

Support internal partners to assist in delivering plan level changes such as fund adds/sweeps, member communication and data analyses. Built strong relationships with clients, consultants and internal partners.• Became an expert in Group Retirement Services, Sun Life, by participating in many processes, procedures and training modules; shared knowledge and vision with colleagues to deepen industry knowledge.• Provided top-notch training to new client relationship executives, account managers, and coordinators on process and procedure, which fostered talent, work execution, team morale, and organizational cohesion.

Toronto, Canada Area

Governed numerous transactions such as pension calculation, termination payment and benefit extension. Executed and delivered thorough monthly reconciliation of Defined Benefit and Defined Contribution plans.• Tested and implanted a forward-facing new group TFSA plan and Defined Contribution Pension Plan framework to ensure full functionality and close alignment of actuals to ambitious corporate objectives.• Applied strong logistics, analytics and administrative skills to continuously meet or exceed multiple deadlines and effectively multitask, while maintaining meticulous attention to details.

Toronto, Canada Area

Performed tasks related to the administration of group plans such as contribution reconciliations, corrections, tax slips and receipts, and member statements. Managed the day-to-day administration of various client employee retirement and savings plans which included resolving issues and injuries in a quick and efficient manner.• Achieved 100% from June 2003 to June 2010 on the quarterly scorecard by reaching all milestones for a client’s employee retirement and savings plan.• Outstanding Achievement Award from a client for the successful execution of the daily processing of a stock purchase plan for 30,000 plus employees in 47 different countries

Toronto, Canada Area

Developed, designed and delivered lessons according to the standards set by Seneca College and the Financial Planners Standards Council. Facilitated courses by providing current examples and everyday situations to make it easy and relatable for diverse students.

B.A. Specialized Honours, Geography

Thesis: Abel, Richard Daniel (1993). Downtown Orillia: A Study of Functional Change 1963 - 1992. York University, Toronto ON Canada

Diploma, Culinary Management

Faculty Merit Award