Robert Schaffernoth Email & Phone Number

Greater Atlanta Area

• Developed consultative / solution based relationship with clients.
• Consulted on operational alternatives as clients outlined market driven goals.
• Performed and presented strategic assessments of administration operations and services delivered.
• Marketed outsourcing services provided by SunGard.

• Managed relationship of large business partners and the business partners’ major clients.
• Monitored services provided to assure they meet SLA.
• Developed custom client-based solutions to issues that arise in retirement plan administration – including plan enhancements and improved functionality.
• Implemented, at book-of-business level, enhancements to services offered to plan sponsors.
• Facilitated activities of the RFP team.
• Maintained close relationships with key members of management at partnership companies totaling $4+ billion in assets.

• Directed the daily administration of 1,200 retirement plans representing $23 billion in assets.
• Led staff of 200 in multiple sites processing transactions, quarterly statement production, compliance testing, client relationship management and government form filing for 675,000 participants.
• Implemented automated asset balancing system, resulting in daily time savings of 130 hours.
• Implemented a paperless work flow system increasing operational efficiency and improved overall service to the plan sponsor and plan participants.
• Enhanced the reporting of work in process and work completed to improve supervision; realized a 30% increase in point-of-call problem resolution.
• AMVESCAP was acquired by Princeton Retirement Group/Merrill Lynch.

• Established first operational site outside of company’s Atlanta headquarters.
• Staffed, trained, and developed resources and processes for the new site.
• Built site to 120 professionals within 12 months and provided administration services to 52% of the book-of-business for the organization estimated at $14-$16 billion.
• Implemented administration services for the company’s first strategic partner delivering services to 120 plans and 50,000 participants.
• Engineered the negotiations and signing of lease for new location resulting in a build out and move with no client service interruptions.

• Delivered administration services for a group of retirement plans.
• Acquired additional responsibility over 15 years including serving as an Operations Manager and a Consultant to a book of clients.
• Managed multiple teams of administrators providing services to our clients.
• Established a version of the administration software in the location of one of our largest clients.
• Supported client’s personnel and ensuring the software performed as required
• Migrated plans to AMVESCAP Retirement through December 1997.

Bsba, Business Management

Activities and Societies: Golf Team

Education record