Summary
Overview
Work History
Education
Skills
Timeline
Generic

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, CT
05.1972

High School Diploma -

South Catholic High School
Hartford, CT
06.1968

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
Michael Smith