Dynamic professional with extensive experience in pension administration at the Office of the State Comptroller. Proven expertise in regulatory compliance and SQL database management, delivering accurate benefit calculations. Adept at fostering strong relationships with stakeholders and enhancing operational efficiency, consistently achieving division goals and ensuring adherence to statutory requirements.
Overview
23
23
years of professional experience
Work History
Auditor, Retirement Services Division
Office of the State Comptroller
Hartford
10.2004 - Current
Oversee the processing of preliminary retirement benefits and manage the finalization of permanent benefit updates.
Ensure the timely and accurate processing of State Employees Retirement System (SERS) retirements, including Service, Voluntary, Hazardous Duty, Disability, Voluntary Pending Disability, and Vested rights.
Ensure proper confirmation of Tier and plan membership and validate contribution accounting across all types of retirements and ARP to SERS transfers under the SAG award and the ARP to Hybrid plan transfer.
Confirm the eligibility of benefits that require in-depth knowledge of Connecticut General Statutes related to the State Employees Retirement Act, Collective Bargaining Agreements, Internal Revenue Regulations related to pension benefits, Memorandums of Agreement between labor and management, and State of Connecticut Supreme Court Decisions.
Apply Qualified Court Orders to the distribution of pension benefits.
Reconcile monthly retirements between the Retirement Services Division (RSD) and the Payroll Division.
Communicate clearly through email, written letters, and phone calls with retirees, surviving spouses of deceased employees, State Agency liaisons, and attorneys representing employees regarding pension benefit issues.
Serve as a liaison with the State of Connecticut’s Third Party Administrator of Workers' Compensation Benefits, receiving data files, confirming workers' compensation benefits, types, and their implications on pension benefits for new and existing State of Connecticut retirees and annuitants.
Manage and delegate work assignments, track progress using SQL queries and CRM case management tools, and provide metrics to staff and senior management.
Counsel employees on metrics and division operating goals and objectives.
Offer training and procedure documentation to new and existing employees in the Audit, Disability, Investigation and Recovery, Purchasing, and Customer Call Center Units.
Provide timely feedback to staff and management on the progression of daily, weekly, and monthly objectives.
Approve and document vacation, and other paid and unpaid time-off requests, to support RSD’s operational goals and planning needs.
Prepare and deliver annual reviews to Audit Unit staff.
Utilize the HRMS PeopleSoft environment to process new payroll retirees, permanent benefit updates, and disability calculations.
Validate proper Tier and Plan placement using Core CT and historical payroll and document management systems.
Test pension functionality updates to ensure correct calculations and avoid unintended outputs.
Continuously evaluate current practices and policies to ensure the Retirement Services Division complies with statutory requirements and operates efficiently in processing pension payments.
Executive Assistant
Office of the State Comptroller
Hartford
09.2002 - 10.2004
Scheduled events for State Comptroller Nancy Wyman.
Briefed Comptroller on public and private events.
Assisted comptroller at events.
Responded to constituent needs.
Education
Bachelor of Arts - Art History
Wheaton College
Norton, MA
05-1996
Skills
Pension administration
Regulatory compliance
SQL database management
Benefit calculations
Procedure documentation
Customer relationship management
Timeline
Auditor, Retirement Services Division
Office of the State Comptroller
10.2004 - Current
Executive Assistant
Office of the State Comptroller
09.2002 - 10.2004
Bachelor of Arts - Art History
Wheaton College
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