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Skills

  • Collaboration with finance teams
  • Project organization
  • Organization
  • Financial liability projections
  • Documenting pension processes and workflows
  • Category equipment
  • Mentorship and professional development of junior staff
  • First Aid/CPR
  • Employee satisfaction improvement strategies
  • Regulatory compliance

Work Experiences

  • Chaired monthly pension review board meetings, presenting actuarial analyses and ensuring adjustments to contribution rates were based on sound financial planning.
  • Based adjustments on sound financial planning.
  • Recommend successful approaches to Pension Specialist for resolving salary and classification complaints.
  • Audited pension contribution statements.
  • Looked for industry trends on social media and through online sources.
  • Saved $4 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved recovery over 2018 years.
  • Boosted system efficiency by 62%.
  • Clarified benefits to enhance understanding.
  • Advised 8 retirees on pension distribution strategies.

Summaries

  • Achieved improvements in employee satisfaction by overseeing pension queries and complaints, resolving issues within a 24-hour turnaround over a 2016-year period.
  • Aligned benefits with corporate financial goals.
  • Adept at leading junior pension administrators.
  • Complete in-depth assessments with streamlined, logical systems to support procedure requirements.
  • Assessed pension liabilities and obligations.
  • Assessed effects on pension schemes.
  • Within Miscellaneous, senior Pension Specialist and outstanding performer in stakeholder engagement and quality assurance.
  • Strong project management skills and a data-driven approach characterize this decisive leader.
  • Achieved quick resolutions.
  • Analyzed employee demographics.

Accomplishments

  • Delivered expert guidance to 10 employees on pension plan options, resulting in a 37% increase in retirement savings contributions.
  • Conducted pension enrollment sessions for Columbus, increasing participation by 57% through improved employee understanding of benefit options.
  • Developed multilingual educational materials in Mandarin to support pension communication efforts and increase understanding among a diverse workforce.
  • Authored pension policy manual updates in compliance with the latest IRS and DOL regulations, which reduced regulatory risks by 54%.
  • Conducted training sessions for HR teams on pension plan administration, improving internal handling of pension requests by 24%.
  • Collaborated with HR to develop pension onboarding kits for new hires, reducing confusion by 69% and shortening the enrollment process time by 7 days.
  • Documented and resolved metric which led to system.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Utilized Tableau to build a pension projection tool that increased participant understanding of plan performance and projected benefits.
  • Facilitated the successful transition of pension assets for 16 employees during mergers, maintaining zero disruptions in benefits.

Affiliations

  • American Marketing Association
  • Advanced Excel Online Training - Microsoft Excel Certificate
  • Freemason
  • Pension Management Institute (PMI)
  • Society of Human Resource Management
  • Institute of Certified Pension Consultants (ICPC)
  • Wealth and Pension Advisors Association (WPAA)
  • American Payroll Association - Pension Specialty Group
  • Employee Benefit Research Institute (EBRI)
  • American Medical Informatics Association

Certifications

  • Apple Certified Associate (ACA)
  • CompTIA A+ Technician
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Benefits Professional (CBP) - WorldatWork, 2023
  • Tax Exempt and Governmental Plan Consultant (TGPC) - ASPPA, 2017
  • Cisco Certified Internetwork Expert (CCIE)
  • Advanced Risk Management Certificate - CFA, 2021
  • Fundamentals of Retirement Plan Administration (FRPA) - ASPPA, 2024
  • Enrolled Actuary (EA) - Joint Board for the Enrollment of Actuaries, 2020
  • Fellow, Society of Actuaries (FSA) - Society of Actuaries (SOA), 2022

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