Sharon K Ma Email & Phone Number

San Francisco, Ca, Us

Austin, Texas, Us

Austin, Texas, Us

Austin, Texas, Us

Madison, Wi, Us

● Project Manager for Life Benefitso Facilitated medical broker changeo Worked with new broker to market major medical plan for majority of employees and minimize premium increases for the employee population o Managed all aspects of the Open Enrollment including technology (Workday), communications, and facilitating employee meetingso Ongoing primary contact for all life benefit policies▪ Medical, dental, vision; Life Insurance and AD&D (Employer provided and voluntary); health, dependent care, and transit flexible spending plans; employee assistance program; 401(k) retirement; affirmative action ● Drafted and implemented multiple updated time-off and leave policieso Paid Parental leave policy (new)o Flexible Time off policy (replacing accrued time off policy) (new)o California-mandated Sick and Safe Time policy (new)o Americans with Disabilities Act and Family Medical Leave Act -compliant Leave of Absence policy (updated)● Implemented several voluntary benefit planso Long-term care and pet insurance ● Provided detailed benefits and compensation date for extensive Radford surveys ● Drafted and distributed equity award letters● Performed critical reconciliation of benefit invoices, and annual merit/bonus calculations● Managed compliance filings including Form 5500, EEO-1, and 1094/1095 Affordable Care Act reporting

Project Manager for the annual open enrollment processo Drafted and coordinated benefit information from vendors for internal communicationso Scheduled and Facilitated employee meetings to review changes/ enhancements to Planso Managed individual employee issues with the assistance of the benefits recordkeeper (Benefitsolver)Project Manager for the acquisition of 400-500 employees onto the Benefits platformo Worked with the vendor (Bank of America- Merrill Lynch) to merge 6 separate 401(k) Plans from 3 different recordkeepers into the current Coherent Retirement Plan • Analyzed data points for incoming employees to assist the executive benefits committee in drafting plan changes to accommodate the new population • Managed all plan amendments/ board resolutions required to update the existing retirement plano Managed the vendor, Benefitsolver, on the one-time open enrollment for the new population •Drafted and coordinated Health and Welfare Benefit information from vendors for local Human Resources Representatives •Reviewed HR data files to ensure a smooth transition with both the vendor and Payroll Manage responsibilities for the current HR Generalist, who is on Leave of Absence o Review and approve monthly benefit bills for payment o Provide weekly employee file data to Payroll o Manage, document, and approve ongoing costs associated with benefit administrationResolve individual employee data/ eligibility issues with regards to benefitso Manage data integrity of regular inbound/ outbound fileso Create ad-hoc data files to meet deadlineso Audit vendor systems to ensure HR data integrity

San Antonio, Texas, Us

• Managed the manual enrollment process for new hires• Served as a resource for employees with regards to medical, dental, and vision benefits on multiple plans with varying eligible provisions• Managed the secure transmission of enrollment data for employees• Assisted payroll with benefit premium reconciliation

San Francisco, Ca, Us

● Facilitated the annual benefit audit of current and pre-acquisition domestic benefit plans○ Current Mitsubishi UFJ Financial Group 401(k), Retirement (Pension), and Self-Funded Health Care Plans ○ Closed Bank of Tokyo-New York 401(k) and Frozen BTMU Retirement Plans○ Provided necessary audit documentation and administrative and accounting support to the outside auditor, Deloitte○ As a conclusion to the annual audit, managed the Form 5500 filings for the aforementioned plans ● Project manager for the first-ever Dependent Eligibility Audit for domestic MUFG employees○ Managed the day-to-day relationship with the third-party vendor, Xerox HR Solutions ○ Created the project timeline for the audit milestones and employee solicitations/reminders○ Collaborated with both the vendor and internal communication groups to draft and edit employee communications. Obtained management and legal approval for all communications ○ Worked with both HR managers and employees whenever necessary to complete audit requirements ○ Addressed escalations and employee concerns before, during, and after the audit timeframe○ Resulted in health care savings of approximately $850,000 annually for the US Benefit Plans● Primary Analyst responsible for creating conversion pension data for the closed Union Bank Pension Plan○ Created the project plan to create data for upcoming benefits recordkeeping conversion to Aon ○ Using the Oracle Lynchval software, created batch files and pension calculations for all employees terminated in 2014 and 2015 eligible for the grandfathered Pension benefit ○ Reviewed calculations on an actuarial level and documented vested benefits for Aon○ Created informational letters for all vested employees

Oakland, California, Us

Manage the day-to-day Plan administration of five (5) Retirement Plans○ 401(k) Defined Contribution Plan○ Nonqualified Deferred Compensation Plan○ Employee Retirement (Pension) Plan○ Nonqualified Supplemental Retirement (Pension) Plan○ Retiree Health Plan● Manage relationships with multiple external vendors to ensure proper administration andgovernance for the Plans● Coordinate with the external Investment Advisor on quarterly meetings for the Company’sRetirement Committee● Meet individually with employees and retirees to increase their knowledge and understanding oftheir Retirement Benefits● Collaborate with Payroll and Finance groups to ensure proper documentation and reconciliation● Assist the Compensation and Talent Acquisition groups in retaining/ hiring staff● Oversaw the annual (external) audits, the (internal) Compliance audits, and the actuarialvaluations of the qualified and nonqualified Pension Plans.● Assisted in the preparation and filing of the annual Form 5500 for the 401(k) and Pension Plans● Oversaw the Annual Enrollment Process for the Retiree Health and the Deferred ContributionPlans

London, Gb

• Supervised Plan reconciliations, annual audits, and Plan compliance testing: gathered all data requirements, ensured the data quality of query results, provided reports in required formats for internal and external auditors, and managed any follow-up questions• Managed data integrity and data quality of reports for annual 401(k) Defined Contribution Plan external audit for Mattel Corp, reducing hours spent on audit from previous years by 20% • Created and managed workflow and training of 60-80 processing analysts in US and India who were responsible for day-to-day client delivery, including client reporting, balancing participant transactions, response to participant inquiries, as well as any other activities required for Plan compliance• Created process to document and issue stale checks totaling $4 million following the conversion of the State of California’s 401k and 457 Plans from Nationwide Financial Services to Aon-Hewitt.; included procedures to reconcile re-issued payments and perform quality checks• Wrote test plans in response to reported defects to identify use cases not covered in the current implementations for State of California and Computer Science Corporation• Responsible for requirements-gathering for ad hoc reporting requests and working with engineers to ensure proper implementation and client approval and follow-up

London, Gb

• Created Standard Operating Procedures for the new client Implementation for Computer Science Corporation• Primary day-to-day contact for key clients including Kraft Foods, Land O’Lakes, and IBM; owned participant escalations, client education, system enhancements/ update requests, data reporting, and status updates for ongoing projects • Supported Customer Service in answering policy questions, addressing participant escalations, and managing potential system issues reported in Customer Service Ticket database. • Performed monthly trust Plan asset account reconciliations for multiple clients valued at nearly $1 billion• Created test plan and integrity checks for de-conversion of Plan assets of Oce Corp to a third-party recordkeeping vendor

London, Gb

• Responded directly via phone to Plan participant inquiries and requests for transactions including fund transfers, forms request, loans, and payments; addressed escalated situations and worked within internal hierarchy to resolve participant issues• Created operating procedures for weekly manual check overnight requests for Land O’Lakes Corporation• Created detailed operating procedures for transition of document processing work to offshore team; provided training to associates and continued as a resource and escalation point for ongoing processing • Managed weekly team deadline for timely participant document processing