Experience as a Pension Plan Administrator for several small - medium sized companies, including employee enrollment, record-keeping, quarterly plan participant statements, accounting, loan processing and other fund disbursements.
*Responsible for complex Qualified Domestic Relations Orders retirement benefits calculations for employees and former spouses.
*Processed Minimum Required Distributions processing for all University of California employees, including all research, correspondence and reports.
*Research and resolve discrepancies in payroll and pension benefits.
*Update records as needed on University of California Retirement System.
*Prepared statistical reports and survey results for analysis and recommendations.
*Proven record of working collaboratively within all levels of the organization as well as clients and vendors.
*Meeting and event planning experience, including preparation of agenda packages.
Senior Administrative Analyst05/2008 to 10/2014University of California Retirement Administration Service Center
Calculated complex Qualified Domestic Relations Order (QDRO) benefits for employees using Excel and CICS employee database.
Research employee pension contributions and calculate interest for appropriate division.
Contact Fidelity Investments as needed for information.
Update QDRO spreadsheet and formulae as needed for different situations.
Complex payroll research from 1960-1985 for retirement benefits and QDROs.
Monitored and resolved payroll discrepancies and errors from all University of California campuses, and University-managed Department Of Energy Laboratories.
Maintain records in Excel and MS Word for distribution to campuses and Laboratory management.
Solely responsible for processing Minimum Required Distribution (MRD) for compliance with IRS regulations.
Coordinate with IT department for specialized report using CICS and import data to Excel spreadsheet.
Set up data base for mass mailing with MS Word and send notifications to former employees regarding distributions.
Follow up with individuals as needed.
Develop statistical reports for management using Excel.
Maintain hard copy and electronic filing for all calculations and correspondence.
Research compensation data issues resulting from employee inter-campus transfers.
Written and verbal correspondence with campuses, vendors and employees regarding payroll, MRD and QDRO questions.
Audit calculations and correct online records as appropriate.
Redirect callers to appropriate department as needed.
Contact Metropolitan Life Insurance Company for annuity quotes as required.
Senior Management Compensation, Policy and Executive Recruiting.
Principal Analyst01/2006 to 05/2008
Senior Analyst05/2001 to 12/2006
Researched and analyzed various compensation proposals for all campuses, hospitals and the Office of the President for new hires and promotions of executive positions.
Wrote recommendations for the Senior Management Advisory Committee.
Responsible for preparation of Senior Management Advisory Committee and Health Sciences Senior Management Advisory Committee agenda, including assembling special packages for Assistant Chancellors.
Lead contact for Clinical Enterprise Management Recognition Plan Awards for campus hospitals.
Conducted internal and external surveys of executive compensation; analyzed data and formulate conclusions and recommendations.
Assisted in the planning and coordination of six University of California Chancellor searches.
Served as principal executive support to the President in the recruitment for the position of Chancellor at various campuses, including background research, drafting speaking notes for the President.
Managed and coordinated travel and other arrangements for special/large on site and off site conferences, interviews and receptions, including traveling to campuses and hotels to make arrangements for initial meeting set ups.
Prepare confidential agenda packages for meeting participants.
Served as point of contact for Regents, faculty, staff and students as well as Search Consulting firm on Chancellor searches.
Met and greeted candidates for Executive positions, including accompanying them to various campuses or departments for interviews.
Made travel arrangements and processed requests for reimbursements prior to forwarding to the Budget office for payment.
Negotiated with hotels and vendors as needed.
Prepared compensation reports and analysis for the Board of Regents using Excel and MS Word.
Analyzed data from internal and external sources and databases, and prepare statistical reports.
Represented unit at various interdepartmental projects.
Earned World At Work Certified Compensation Professional designation, and Benefits Certificate.
Senior Administrative Analyst03/1999 to 05/2001Retirement Policy and Planning
Research retirement policy in response to various campus requests or retirement policy amendment.
Ensure compliance with Plan Regulations and Internal Revenue Code regulations.
Draft recommendations for presentation to the Retirement Policy Board for approval.
Set up Powerpoint presentations as required for meetings.
Serve as liaison for Fidelity Investments for plan participant issues.
Correspond with various University of California Retiree Associations (faculty and staff).
Oversee proper direct mailing of approved Addendum to the Retirement Policy to campuses and other organizations.
Write letters and set up mail merge for assistants.
Received training in Retirement Administration, Access and Advanced Excel.
Operational Compliance Unit.
Administrative Analyst01/1998 to 03/1999
Calculate Maximum Allowable Contributions for employees for 403(b) Retirement Accounts.
Perform complex retirement calculations using Excel.
Update and change spreadsheet as needed.
Audit calculations from other units.
Manual calculation of QDRO asset and pension division for employees.
Special projects as assigned, including Trial Balance resolution.
Adminstrative Assistant at Kaiser Permanente (for Bradford Staff).
Pension Administrator, Howard Johnson and Company.