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
Escondido, CA
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
Newport Beach, CA
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
Quincy, MA
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
Marlboro, MA
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, MACertification - Pension & Employee Benefits (Accredited in NE)
Bentley University
Waltham, MASkills
- 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