Dedicated benefits professional with history of meeting company goals utilizing consistent and organized practices. Willingness to take on added responsibilities to meet team goals.
Elevator Division Retirement Benefit Plan
2,500+ participant Multi-Employer DB Pension Plan
Consultant 10/1999 – 03/2000
Retirement Plan Administrator 03/1993 – 10/1999
Associate Plan Administrator 01/1990 – 03/1993
§ Facilitated the preparation of the restated and amended Plan Document
§ Ensured all administrative aspects of the daily operations of the Plan were in compliance with the Plan Document and ERISA guidelines
§ Determined final monthly benefit payments and all retroactive benefits to be paid.
§ Directed the design and implementation of the Local Area Network to track all eligible participants and payments from each participating employer.
§ Developed filing system and office procedures manual
§ Established quality control procedures for the maintenance of records, which decreased overpayment to participants by 100%.
§ Coordinated employee communications and annual benefit statement for participants.