Michael Smith
Wethersfield,CT
Summary
While I started out in the teaching profession (and athletic coaching) many years ago, my career path changed to Financial Financial Services in 1978 where I worked with the administration of 401(k) and other types of retirement plans. I retired from Voya Financial in 2020. After staying home for the better part of the past two years I am looking for something meaningful to do during my retirement years.
Overview
51
51
years of professional experience
Work History
Vice President/Product Director
Voya Financial/ING/Aetna Financial Services
HartfordWindsor , CT
08.1999 - 12.2020
- Managed Technical Consulting Team to monitor Internal Revenue Service and Department of Labor regulations applicable to Voya Products and Services,
- Review and analyze new and pending retirement plan legislative developments for impact on products and services.
- 401(k) plan drafting.
- Provide periodic newsletter on regulatory matters for clients, Voya personell and external partners (advisers, brokers).
- Assist clients with technical issues,operational violations and IRS correction mechanisms.
Pension Consultant
Hartford Insurance Group
Simsbury , CT
10.1996 - 08.1999
- Review and analyze new and pending regulatory developments applicable to qualified 401(k) and other types of retirement plans.
- Provide training to home office and field personnel on regulatory matters.
- Address regulatory issues and operational; violations for clients.
- Assist with coverage and discriminations testing for 401(k) plans.
Pension Consultant
Travelers Insurance Company
Hartford , CT
10.1991 - 10.1996
- Manager team of consultants responsible for drafting plan amendments and new plan document creation for 401(k) and other types of retirement plans.
- Perform nondiscrimination testing for 401(k)plans.
- Assist new product development,
Manager Operations
Aetna Life & Casualty
Hartford/ Middletown , CT
06.1980 - 10.1991
- Managed team of plan managers responsible for maintaining daily recordkeeping on defined contribution plans.
- Maintain excellent client relationships to promote the Aetna brand.
- Assist new business and retention efforts.
Plan Processor
Aetna Life & Casualty
Hartford , CT
06.1978 - 06.1980
- Maintain client caseload for up to 20 clients.
- Daily recordkeeping responsibilities including processing contributions, interest allocations. withdrawals and inter-fund se transfers.
- Monthly plans reconciliations
Physical Education Teacher
St Thomas The Apostle Catholic School
West Hartford , CT
09.1975 - 06.1978
- Physical Education Teacher for grades K-8.
- Boys CYO Basketball Coach
- Boys CYO Baseball Coach.
- 7th grade boys Family Life teacher
Assistant Football Coach
South Catholic High School
Hartford , CT
08.1974 - 06.1978
- Assistant Football Coach
- Advance scouting
Substitute Teacher
Greater Hartford-Various Schools
Hartford Area , CT
09.1972 - 09.1974
- Substitute teacher
Education
Bachelor of Science - Health & Physical Education
Southern Connecticut State College
New Haven, CT05.1972
High School Diploma -
South Catholic High School
Hartford, CT06.1968
Skills
- Business Operations
- Business Management
- Athletic Coaching
- Retirement Planning
Timeline
Vice President/Product Director
Voya Financial/ING/Aetna Financial Services
08.1999 - 12.2020
Pension Consultant
Hartford Insurance Group
10.1996 - 08.1999
Pension Consultant
Travelers Insurance Company
10.1991 - 10.1996
Manager Operations
Aetna Life & Casualty
06.1980 - 10.1991
Plan Processor
Aetna Life & Casualty
06.1978 - 06.1980
Physical Education Teacher
St Thomas The Apostle Catholic School
09.1975 - 06.1978
Assistant Football Coach
South Catholic High School
08.1974 - 06.1978
Substitute Teacher
Greater Hartford-Various Schools
09.1972 - 09.1974
Bachelor of Science - Health & Physical Education
Southern Connecticut State College
High School Diploma -
South Catholic High School
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