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Retirement Consultant Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Summary

Benefits consultant and actuarial software applications developer, with extensive knowledge of the Employee Retirement Income Security Act (ERISA) and experience in the valuation of defined benefit plan liabilities for both funding and accounting purposes.

Highlights
  • Visual Basic for Applications
  • XLL development in Visual Basic.Net, using Add-in Express
  • Microsoft Office Suite (Excel, Word, Access, PowerPoint)
  • Various proprietary and commercial actuarial valuation systems
  • C++
  • Java
  • SQL
  • Relius, FT William
Accomplishments

Designed and programmed XFactors, a suite of built-in Excel functions that calculate actuarial present value factors.

Designed and programmed applications for 2 large municipal retirement plans that automate the extraction and summarization of valuation software output into client-ready formats, which reduced, by an order of magnitude, the time required to produce results, while significantly reducing errors.

Designed and programmed benefit statements for the National Imagery and Mapping Agency.

Designed and programmed an ActiveX DLL for large computer services firm, which projected and compared the present value of federal government pension benefits to private sector pension benefits.


Experience
1997 to 02/2007
Retirement Consultant Voya Financial Inc. Miami, FL,

Managed a variety of client engagements, including valuations and special projects for both large and small municipal pension plans, qualified corporate plans (union, non-union, multi-employer) and non-qualified plans. Performed project planning and annual funding and accounting valuations for final average pay and cash balance plans. Computed costs and impact to accounting expense for plan amendments. Calculated PBGC 4010 benefit liabilities, QDROs, and nondiscrimination testing. Prepared valuation reports and government filings. Developed and/or refined numerous actuarial- and benefits-based spreadsheet applications in order to improve initial accuracy of, and reduce the time required to produce, results.

2009 to 02/2014
Project Manager Wsp Chicago, IL,
  • Managed a variety of client engagements, including valuations and special projects for both large and small municipal pension plans, qualified corporate plans (union, non-union, multi-employer, Cash Balance) and non-qualified plans.
  • Performed project planning and annual funding and accounting valuations.
  • Computed costs and impact to accounting expense for plan amendments.
  • Calculated PBGC 4010 benefit liabilities, performed nondiscrimination testing for large controlled group, performed QDRO calculations, and prepared valuation reports and Governmental filings (e.g., Schedule SB, PBGC Premiums, Annual Funding Notice).
  • Developed/refined actuarial spreadsheet applications in order to automate mundane and time-consuming processes.
03/2007 to 03/2008
Assistant Vice President - Retirement Anthem, Inc. Memphis, TN,
  • Responsible for maintaining broad-based understanding of numerous aspects of employee benefits law.
  • Served as resource to junior staff for guidance on particular projects.
  • Performed GASB pension and post-retirement medical valuations.
  • Assisted benefits administration team with the development of actuarial functions and benefit calculation templates.
04/1995 to 1997
Actuarial Analyst Anthem, Inc. Norfolk, NE,
  • Performed annual pension valuations and pension benefit calculations; processed valuation data, prepared Government filings.
08/1993 to 04/1995
Actuarial Analyst Hanes Nashville, TN,
  • Performed annual pension and post-retiree medical valuations and pension benefit calculations, processed valuation data, prepared governmental filings.
04/2014 to 10/2014
Team Leader Towers Watson City, STATE,
  • Developed automated billing application for large Chicago client, which significantly reduced the time to generate invoices.
  • Developed, programmed, and documented steps to take raw client post-retiree medical data and convert it to usable valuation data, for very large OPEB plan.
04/2008 to 11/2008
Benefit Calculation Specialist Levi, Ray, And Shoup LRS City, STATE,
  • In this contract position, analyzed defined benefit plan provisions for several governmental plans and programmed complex optional form factors for the benefit engine to LRS' PensionGold pension administration application.
1988 to 1992
Acquisition Project Officer United States Air Force City, STATE,
  • Managed the acquisition of defense-related hardware and software for the Defense Meteorological Satellite Program.
  • Coordinated the efforts of contracting officers, engineers, and other project managers to develop the request for proposal packages, including the technical and data requirements.
  • Prepared and gave briefings to senior management on project status.
  • Monitored system acceptance testing.
Education
Expected in 1988
B.S: Applied Mathematics
University of Akron - Akron, OH
GPA:

Applied Mathematics

Affiliations
Skills

Visual Basic for Applications

Visual Basic.Net

Microsoft Office Suite (Excel, Word, Powerpoint, Access)

ActiveX DLL

XLL

C++

Java

ERISA

SQL

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Resume Strength

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Resume Overview

School Attended
  • University of Akron
Job Titles Held:
  • Retirement Consultant
  • Project Manager
  • Assistant Vice President - Retirement
  • Actuarial Analyst
  • Actuarial Analyst
  • Team Leader
  • Benefit Calculation Specialist
  • Acquisition Project Officer
Degrees
  • B.S