Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lori Miller Looney

Summary

Retirement Plan Conversion Manager with 10+ years of experience in defined contribution, defined benefit, non-profit and tribal plans.

Overview

19
19
years of professional experience

Work History

Retirement Department Project Manager

TRI-AD
10.2005 - 02.2018
  • Provided superior client management to all new business clients, financial advisors and human resources personnel.
  • Managed several new business conversions while simultaneously meeting deadlines with operational changes for ongoing clients.
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.
  • Monitored project performance to identify areas of improvement and make adjustments after weekly implementation meetings with stakeholders.
  • Provided detailed project status updates to stakeholders and executive management.
  • Developed internal procedures for implementation process of new and existing plans.
  • Devised the project plan and conducted a comprehensive kickoff conversion meeting client and client service manager.
  • Coordinated with internal and external service providers to complete 100% of all conversions on time.
  • Collaborated with various plan financial advisors during and after new start-up plans and conversions.
  • Completed fund changes for 100+ ongoing clients.

Operations Manager - Defined Benefits

Hewitt Associates
04.2003 - 01.2005
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Mentored a staff of 9 associates through servicing complex defined benefits plans for a Fortune 500 company.
  • Mentored operations associates in various client service functions to provide superior customer service to internal and external clients.

Operations Officer - Retirement Plan Benefits

State Street
04.2001 - 04.2003
  • Supervised operations associates processing retirement benefit payments
  • Developed team working on the most complex and largest clients

Operations Manager - Defined Benefits

Fidelity Investments
04.1999 - 04.2001
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Managed a large client with complex defined benefit plans.
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Assisted in recruiting, hiring and training of team members.

Education

Bachelor of Science - Finance

Bentley University
Waltham, MA

Certification - Pension & Employee Benefits (Accredited in NE)

Bentley University
Waltham, MA

Skills

  • Relius
  • Charles Schwab Account Wizard
  • Excel (pivot tables, v-lookup, etc)
  • Microsoft Word

Timeline

Retirement Department Project Manager

TRI-AD
10.2005 - 02.2018

Operations Manager - Defined Benefits

Hewitt Associates
04.2003 - 01.2005

Operations Officer - Retirement Plan Benefits

State Street
04.2001 - 04.2003

Operations Manager - Defined Benefits

Fidelity Investments
04.1999 - 04.2001

Bachelor of Science - Finance

Bentley University

Certification - Pension & Employee Benefits (Accredited in NE)

Bentley University
Lori Miller Looney