Benefits Administration

Administer the retirement programs of the A&M System.- Oversee the development, maintenance, and distribution of retirement plan documents, forms, summaries, and manuals.- Establish guidelines, minimum standards, and product requirements for retirement program vendors.- Review and develop procedures pertaining to the Maximum Contribution Limit (MCL).- Monitor the MCL contribution calculations and address any excess contributions including reporting and communicating to necessary personnel, employees, and vendors.- Supervise the transfer of retirement program contributions and the transmittal of monthly remittance files through Retirement Manager and resolve any problems which may occur.- Establish operating procedures for the A&M System retirement programs.- Address issues and serve as liaison for the A&M System to TRS, ERS, Texa$aver, and the Texas Higher Education Coordinating Board regarding the retirement programs.- Research, analyze, and communicate changes in laws and regulations relating to retirement programs.- Maintain the Retirement Program webpage and Retirement Information section of the intranet

- Supervised the processing of all transactions on trust accounts, including individual retirement accounts, qualified plans, ORP/TDA accounts, personal trusts, investment accounts, agency accounts, and custodial accounts.- Prepared financial reports for the Board of Directors on trust income, budget analysis, assets, liabilities, new accounts, and closed accounts.- Reconciled safekeeping account and all broker statements.- Appointed to the Trust Administration Committee and the Trust Management Investment Committee.- Performed stock transfer agent and bond trustee duties.- Served as Administrative Officer for accounts with a high volume of operations activity.- Developed new departmental procedures to ensure compliance with state and federal regulations.- Implemented quality assurance procedures to increase operational control.

- Audited branches in the US and Canada for compliance with Home Office procedures, including cash, credit, documentation, insurance, titles, collections, repossessions, and dealer inventory accounts.- Ensured branch compliance with state and federal regulations.- Recommended new policies and procedures to be implemented by branch personnel to prevent financial losses or fraudulent activity.- Organized travel plans for the audit group, which traveled once a month for two-week intervals.- Coordinated training for the audit department.