Stephen Signorello Email & Phone Number

• Achieved 100% client recommendation rate while ensuring that all clients were satisfied with product, service and investments• 100% client retention rate• Generated 16% increase in 401(k) participation across book of business• Provided fund recommendations to advisors for potential changes to plan lineups• Partnered with Product Management to provide investment monitoring and quarterly plan reviews• Led all client visits and participant education seminars• Represented Client Services in Sales Finals leading to deals with 10 new clients• Partnered with 401(k) plan sponsors and advisors to identify plan design improvement opportunities• Coordinated effective ongoing participant communications

• Responsible for overall operational and recordkeeping processes for institutional retirement plans with total combined assets in excess of $20.5 billion and almost 200,000 participants• Primary point of contact for client regarding day-to-day operational and procedural issues, plan set-up, plan audits, reporting and compliance needs• Ensure internal and external service level agreements are upheld by coordinating efforts of internal business partners• Responsible for ongoing and timely maintenance of all client direction documents, requirements documents and internal reference tools• Develop plan specific operational procedures to increase efficiencies and reduce financial exposure to the client and Fidelity

• Responsible for ongoing administration of 7 institutional retirement plan clients (15 plans with total combined assets in excess of $1.5 billion, 35,000 participants)• Manage all implementations of plan enhancements and product upgrades• Work closely with client’s ERISA counsel to ensure successful and timely completion of nondiscrimination testing requirements, preparation of IRS Form 5500, and addressing all associated plan compliance obligations and concerns• Conduct client site visits as needed and assist in development of participant communication materials and campaigns• Manage the performance review process and promotion process for all staff members• Coordinate the workflow between Plan Administration and all other internal defined contribution support groups• Conduct continuous review of administrative practices and staff performance (over 14 plan administrators) to maximize efficiency and minimize Mercer’s exposure to financial risk• Business representative for payroll system re-write• Coordinate SAS 70 audit for Plan Administration’s Core Institutional plans

• Oversaw and coordinated the daily administration of three defined contribution plans• Ensured all client deliverables were met within appropriate performance standards• Monitored the overall quality and productivity within the team, with emphasis on providing the most timely and accurate transaction processing to the client and participants• Assisted staff with career growth and professional development• Responsible for interviewing, hiring, orientation and supervision of plan administration team• Responsible for overall quality of plan processing, balancing of funds, GIC, company stock• Served as technical expert for complex plan related issues• Prepared and reviewed audit requests, billing, valuations and trustee reporting• Ensured that administration of plan adhered to the plan document and service agreement• Responsible for daily processing and balancing of Defined Contribution plans

• Performed daily reconciliation and valuation of three fund portfolios• Served as liaison between portfolio managers, trading brokers and settlement departments• Coordinated all records and reports for fund audits while working with auditors