Virginia B. Mclymont, J.D., Apm Email & Phone Number

Glastonbury, Ct

Harrison, Ny

Plan design consultation; regulatory compliance consultation; technical regulatory compliance update, webinar training and written technical articles. IRS and DOL audit client and agency inquiry response support. M&A plan client, internal client services and consultation. Coordinated and delivered periodic regulatory compliance client webinars. Prepared and delivered technical training to internal client relationship managers and internal plan consultants. Compliance presentations to sales prospects, advisors. Boot Camp/regulatory and fiduciary best practice presentations to advisors and clients.

Gahanna, Oh

Estate planning, retirement planning consultation, Medicare planning services.

Salem, Nh

Managed team of ERISA attorney consultants who delivered plan design, M & A, technical research and EPCRS analysis to clients. Managed team of Compliance Specialists who delivered compliance testing, 5500 reporting and M & A support to internal and external clients.• Negotiated outsourcing vendor contracts. • Monitored, communicated legislative regulatory updates. • Developed asset-based service models designed to enhance client loyalty and retention.• Conducted 5500, 403(b), and nondiscrimination testing regulatory audit and review of procedures, policies and practices with best practices recommendations to senior management.

Springfield, Ma

Managed DB Consulting Service team; delivered regulatory compliance technical services and resolution of client operational issues. • Co-developed ERISA Advisory Services cross-functional Retirement Services teams responsible for drafting and developing compliance support guides such as Defined Benefit Mergers and Acquisitions Guide and Defined Benefit QDRO Guide; developed internal guidelines and procedures for Total Retirement Services clients driving fiduciary best practices, to facilitate resolution of defined contribution and defined benefit plan compliance issues related to plan M & A and QDRO administration.• Developed asset-based service models designed to enhance client loyalty and retention. • Drafted and developed new standard operating procedures for DB and the Terminal Funding Group. • Co-developed GUST restatement & determination letter process and procedures for DB, DC and TRS.• Developed, initiated signature-ready 5500 and enhanced testing services for DB clients. • Coordinated transition of DB testing and reporting services to TRS testing and reporting unit.• Co-developed and delivered EPCRS training to DB and DC consultants.• Delivered technical training and train-the-trainer support for EPCRS and Taft-Hartley training initiatives.

Andover, Ma

Assistant Vice President and Manager, Defined Contribution ComplianceManaged DC Institutional Services Plan Compliance team. Delivered consulting, compliance, technical research and issue resolution support to plan sponsors, Sales, Client Services, Operations, auditors, and plans with $100m to >$1B in assets. • Successfully represented ERISA Compliance in final sales presentations. • Negotiated and drafted services agreements and plan documentation. • Represented the Managing Director of Compliance at American Benefits Council board meetings.

Springfield, Ma

Director, Defined Contribution Compliance Services Managed DC plan and contract consultant team. • Delivered regulatory update presentations to client seminars around the U.S.• Delivered defined DC compliance support to administrative consultants, plan sponsors and field representatives in all U.S. offices for 2,400 qualified plans. • Provided technical research, drafted policy and procedural recommendations to senior management. • Assisted in development and recommended language modifications for annuity contracts, service agreements and plan documents. • Conducted plan audits: reviewed plan documents, procedures and services for plans $10m to >$100m in assets. • Developed, implemented and delivered technical training for defined contribution plan consultants.

Columbus, Oh

Consultant, Pension and Public Sector Compliance Service Teams; Qualified Plan Compliance Specialist • Successful completion of Project Management Development Program. • Completed four CEBS program courses.• Recipient Excellent Customer Service awards.• 1998, International Who’s Who of Professionals.