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.
• 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.
• 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

• 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.
• 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.

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.
• 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.
• 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.

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.
• 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

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.
• 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.
• 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.
• 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.
• 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.
• 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