Sam Bowden Email & Phone Number

Toronto, Ontario, Canada

- Coordinates and administers the pensions program including enrollment of new employees, changes in status, terminations and file management.- Provides consultative advice and support on pension programs and their administration, including interpretation and application of relevant legislation, collective agreements and internal policy.- Assists with implementation of various communications materials and guidance tools regarding pension programs for use at orientations, internal employee communication and education sessions, meetings and forums as required.- Acts as the primary point of contact with pension providers to evaluate performance, ensure compliance with changes to legislation, policies, regulations, project future costs and resolve issues.

Toronto, Ontario, Canada

- Pension Specialist for the four Local 27 Carpenters' Union Pension Plans- Perform termination, retirement, marital breakdown, disability credit, reciprocal transfers and pre/post death calculations for all plans - both Defined Benefit and Defined Contribution - primary point of contact for all union members, trustees, benefit specialists and other stakeholders- Conduct weekly pre-retirement information sessions with union members- Handle all plan related escalations

Greater Toronto Area Metropolitan Area

- Perform standard pension benefit calculations (retirements, terminations, death, health, dental, life insurance etc.) in accordance with plan rules and legislative requirement- Assist in the preparation of year-end annual pension statement- Work with pension databases and Morneau Shepell’s internal software/systems- Receive and responds to complex plan enquiries and request from clients- Take direction from, and supports, senior team members- Attend internal training sessions to build knowledge of industry topics and trends- Assist with special projects, as required

Toronto, Canada Area

Upon Hire:- Payroll and Benefits specialist in the Rogers MyHR Support Centre- Act as direct support line to Human Resource Business Partners and Rogers employees - Develop a thorough understanding of over-payments related to Disability Leaves and Benefits Billing- Expert conflict management and case management skills06/01/2018 - Promoted to Pension Specialist in the CIBC HR Contact Centre- provide customer service to CIBC Defined Pension Plan members- Run Pension and Marriage Breakdown Estimates- Educate clients regarding commuted value options, early retirement and actuarial reductions, payment methods, tax withholding, the plan formula and other requisite information - Manage active cases regarding pension payments, death benefits, pension splits and power of attorney claims

Business Commerce

Community Worker, Family And Community Services