Stephen Carnegie Email & Phone Number

• Assigns, trains, participates and supervises clerical and professional staff engaged in the administration of the pension and retiree program functions.• Evaluates, interprets and develops personnel management policies, rules and regulations and procedures regarding City employee and retiree benefit programs.• Recommends to pension boards and City administration revisions in City employee pension plans due to changes in laws and other relevant factors; implements upon approval• Facilitates financial transactions for pension boards • Counsels employees/retirees and provides technical assistance on deferred compensation, public safety and general employee pensions, assigned employee and retiree programs, and performs and proofs pension calculations, as needed• Evaluates and responds to proposals and other communications from pension boards, City administration, consultants, outside agencies, and the public related to the City's pension and risk management programs.• Oversees the development of programs, illustrative materials and oral presentations to initiate and communicate City employee and retiree benefits.• Oversees administration and compliance of Section 457 and 401(a) plans sponsored by the City in accordance with Internal Revenue Code and City policies; manages vendor relationships.• Keeps abreast of new developments relating to pension through the review of current litigation and legal decisions and other employer publications.• Administers and evaluates a comprehensive automated personnel management information system and personnel records system for employee and retiree benefits.• Supervises the development, issuance and evaluation of bid specifications for insurance coverages, consultant services, and other services in connection with pension programs.• Serves as custodian of City pension records and presents testimony in that capacity as needed, supports the City’s Pension Boards in the respective administration of the defined benefit plans.

Tampa/St. Petersburg, Florida Area

Clearwater, Fl

* Developed infrastructure for family member’s business* Configured business enterprise computer system* Procurement of business location, purchase, legal documentation and incorporation* Responsible for daily bank deposits, book keeping, employee file maintenance* Process weekly payroll for salon employees

* Served as primary client contact and relationship manager. * Responsible for the ongoing plan administration. * Served as a liaison between the client and all internal departments within the Health & Welfare functional unit. * Managed the annual enrollment process for assigned clients ensuring that all plan changes were documented and agreed upon by the client. Owned overall communication associated with annual enrollment both internally and externally. * Provided feedback and input on process improvements (i.e. system enhancements) within the Health & Welfare functional unit. * Partnered with supporting departments (Billing, Compliance, Operations, Technical Services, etc) to resolve issues. * Resolved day-to-day issues according to established H&W department standards.

*Managed benefit center operations for clients - (defined contribution - 401k, defined benefit – pension, health & welfare administration and HR administration). Client teams aligned to included (Wachovia, Verizon, BellSouth, Duke Energy and the Northern Trust).*Supervised 15 - 20 benefit service associates and project managers.*Proactively partnered with client and appropriate team members on operational issues to ensure quality delivery and to create consistent positive customer experiences.*Coached associates on meeting performance management expectations to develop their success in fulfilling and meeting expectations of their roles within the assessment and rewards program.*Reviewed and analyzed operational metrics and created project plans to improve and enhance client delivery.*Managed the compensation of associates regarding total pay programs and budget; effectively differentiated and rewarded for performance.*Managed staffing and resource needs for client projects

*Served as a subject matter expert on benefit plan provisions for client team (defined contribution - 401k, defined benefit - pension, and health and welfare).*Coached CSA's on daily operational tasks and provided timely feedback. *Coordinated and delivered appropriate new-hire, client-specific, or ongoing associate training in order to educate and/or inform associates and clients.*Handled escalated issues and calls in a professional and timely manner; communicated escalation process to CSA's and ensured associates knew how to appropriately escalate issues.*Interacted regularly with clients on day-to-day tactical issues in order to create solutions and exchange information.*Identified and supported process improvements and questioned status quo in order to positively impact cost, delivery and quality.*Planned and executed projects by creating and maintaining work plans that included action steps, status updates and deadlines.