Retirement and Benefits professional possessing comprehensive knowledge of Taft-Hartley plans with respect to Defined Benefit Pension Plans, Defined Contribution Pension Plans, Health Benefits, and Benefit Coordination. I have proven to be a natural leader driven to build highly effective performance-based Retirement Services, Retirement Counseling, and Member Service teams. In-depth focus on staff training and development through defined processes. History of developing strong, trust-based relationships with staff, peers, Executive staff, and vendors.
A seasoned leader with more that 15 years of Taft-Hartley plan experience dedicated in leading a team of benefit professionals who provide plan participants with excellent customer service. I am a believer in building strong relationships with colleagues to ensure positive working relationships, developing comprehensive educational programs for employees as well as functional summary plan documents. Strengthening and standardizing the organization benefits program. Ensuring HIPAA compliance throughout the organization.
Key accomplishments include, but are not limited to -
Implemented the Retirement Counseling Program at Building Service 32BJ Benefit Funds.
Implemented the Quality Assurance and Training Program at the NYC Carpenters Benefit Funds which resulted in the creation of benefit specific training manuals, workflow processes and Standard Operating Procedures for the Call Center and operational support teams.
Retirement Services Project Lead for implementation of business management system (Vitech V3) at Building Service 32BJ
Project support for implementation of Paylocity Payroll and HRM Software at the Carpenters Benefit Funds
Annual filing of Form 5500
Annual filing of Form 8955
Summary Annual Reports
Defined Benefits Annual Funding Notice
IRS Tax Filings
Key Performance Metrics
Coordination of Pension and Annuity Appeals
Can speak, read, and write Spanish
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