Sara Appleby, Mba Email & Phone Number

Philadelphia, Pa, Us

- Managed administration of qualified retirement plans for union and non-union employees, ensuring compliance with plan documents and IRS and ERISA regulations, along with timely completion of nondiscrimination testing and filing of Forms 5500.- Managed administration and annual enrollment for non-qualified executive deferred compensation plan.- Managed external vendor relationships and payments for multiple third-party administrators and other service providers, including ERISA attorneys, actuaries, investment advisors, and auditors.- Provided recommendations based on market research, data analysis, and cost projections to support mergers/acquisitions, labor relations activities, and other business needs across multiple areas.- Successfully led high-visibility projects including 401(k) plan merger, 401(k) recordkeeper conversion, pension lump sum window.

Philadelphia, Pa, Us

Bryn Mawr, Pa, Us

- Managed defined benefit pension plan administration and other retiree benefit programs (medical, dental, life insurance) for union and non-union participants.- Administered 401(k) plan and prepared required reporting and special contribution files.- Created and presented individual and group retirement benefit information sessions for employees.- Managed benefits billing processes, including fully insured and self-funded plans. Reconciled self-funded costs against employee/employer contributions to identify stop loss claims and forecast expenditures.- Provided data and analysis for business needs such as rate cases, labor negotiations, and acquisitions.- Led successful conversion of FSA/HSA/COBRA third-party administrator to WageWorks.- Supported annual healthcare renewal process, including strategy, communications, and system testing.- Supported HRIS conversion to Workday, participating in design and UAT process.

Philadelphia, Pa, Us

- Improved efficiency by creating and implementing a new process to standardize leave of absence (STD, FMLA, etc.) administration across the firm. Designed all related employee communication materials.- Supported administration of defined contribution plan and reconciled weekly plan funding.- Maintained a high level of customer service while responding to employee inquiries.- Supported annual healthcare renewal process, including communications and system testing.- Completed data queries and analysis in response to client requests for diversity information.

London, England, Gb

- Managed successful pension lump sum cashout project, serving as day-to-day client contact and directly overseeing all processing operations.- Prepared complex pension calculations and developed off-system calculators using Microsoft Excel and VBA.- Reviewed calculations and documents prepared by junior team members; provided training as needed.- Supported implementation of a new outsourcing client, including reviewing plan documents to identify specifications, system testing, documenting processes, and training team members to prepare calculations.

New York, Ny, Us

- Administered defined benefit pension plan, including processing all payment requests and changes.- Reconciled 401(k) plan funding and elections, prepared data for nondiscrimination testing.- Managed retiree medical billing and reimbursement programs.- Administered health/fitness reimbursement program for active employees.- Processed and investigated unemployment claims.

Bryn Mawr, Pa, Us

- Provided administrative support related to health and welfare and retirement plans.- Administered retiree medical and life insurance programs.- Processed new benefit enrollments, life event change requests, and terminations.- Resolved claim disputes between employees and insurance carriers.

Master Of Business Administration (Mba)

Bachelor Of Arts (B.A.), Political Science

Study Abroad, Psychology