Rob Obedoza Email & Phone Number

Glendale, Ca

● Extensive experience presenting complex retirement plan information through in-person and virtual communication.● Foster and manage stakeholder relationships to create outreach and learning opportunities relevant to their participants.● Facilitate public speaking events with up to 300 plan members and stakeholders detailing state and federal retirement information andits impact on their personal finances and retirement readiness.● Provide comprehensive customer service to plan members on a walk-in basis by analyzing member needs and producingsituation-specific solutions.● Peer-reviewed quality control report score of 98.25% for the current 2021/2022 fiscal year.

West Sacramento, Ca

● Oversaw the pension system database and validated all calculations in compliance with state and federal policies.● Discovered miscalculations in annuity interest rates recovering $5.25 million of overpaid retirement benefits and managed the crossfunctional project team created to recoup the funds from member accounts.● Analyzed legislative proposals and reported their impact on the long-term organizational financial health to executive staff.● Queried large data sets from data warehouses for use in projects and executive board materials.

West Sacramento, Ca

● Managed the retirement accounts of the plan’s highest compensated members in compliance with Internal Revenue Code 415(b).● Reverse engineered pension administration system formulas and created streamlined processes for actuarial calculations.● Supervised and created learning opportunities for the division’s student assistant staff.

Folsom, Ca