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.

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.
• 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.
• 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.

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.
• 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.

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.