Senior Plan Consultant
CurrentContributing member of Restatement and Strategic Execution Team in Fidelity's Workplace Investing Implementation organization. Our typical engagements involve planning & executing document restatement cycles, identifying and leading process improvement initiatives, addressing difficult challenges within the business functions.• Partner with leadership team on creating staffing models for multiple roles, assist leaders in understanding and applying in decision making• Ongoing monitoring of associate time tracking activity, partnering with leaders to influence associate behavior to ensure accurate metrics and staffing with Global Workforce Organization• Led the Fidelity Covington Regional ConnECT team, responsible for planning & executing associate networking & family events to promote a sense of community • Active member of the Document Restatement Team that leads and executes the restatement of over 22,000 retirement plans onto Fidelity’s pre-approved plan document each 6-year cycle.