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PROFESSIONAL EXPERIENCE
Facilitated the business requirements and testing efforts for the development and rollout of an in-
house pension record-keeping system to handle the administration of four different corporate
pension plans covering 30,000 participants. As a result, increased daily throughput by 50%.
Led a project to outsource the administration of the 401(k) plans, including risk assessment, due
diligence, cost/benefit analysis, and final recommendations to the Board. Decreased operational
expenses of the 401(k) plans by 30% as a result of this initiative.
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Negotiated with the Union representatives to resolve claims and appeals associated with the hourly
participants' pension benefits and entitlements.
Pension Analyst
Functioned as a third-party administrator to fulfill the pension obligations pursuant to plan
terminations, mergers and acquisitions.
Effectively analyzed and reviewed actuarial reports, plan amendments, plan documents, insurance
contracts, and trust/collective-bargaining agreements to ensure compliance with federal pension
legislation.
Ensured efficient processing of plan terminations, including the coordination of filings and
distributions with the IRS, PBGC, and plan participants.