[Your Name]
[Street Address], [City, ST ZIP Code] [phone] [e-mail]
Summary
14 years experience in design and administration in all areas of employee benefit plans, including 5 years with FABRIKAM, INC. Advised some of the largest and most prestigious companies in the country. Excellent training and communications skills. MBA in Finance. An effective manager who delivers consistent results. 1993 - Present
Experience
A. DATUM CORPORATION
Manager, Stock Plans Administration
Manage an eight-person unit administering Employee Stock Purchase and Executive Stock Option plans. Personal contact with the 4,000 most senior executives. Accounting and record keeping for $178 million in plan assets. Reduced expenses 25% through automation and productivity enhancements. Successfully conducted major stock purchase plan offering on tight schedule; the largest the company had ever undertaken: 90 countries; data from 16 payroll systems; distribution of personalized packages to 60,000 employees. Implemented state-of-the-art transaction confirmations system. CONTOSO, LTD
Defined Contribution Plans Manager
1992 - 1993
Managed unit of six; $750 million in plan assets; 25 client plans. Managed all record keeping, trust, and administrative services for very large corporate clients’ savings, 401(K), and stock ownership plans. Handled all regulatory and ERISA compliance, cash and securities management, consulting, trust administration, and accounting. Reduced overtime 50%; computer usage 25%; expenses 33%. FABRIKAM, INC.
Defined Contributions Plans Consultant
1987 - 1992
Managed a unit of 10, consulting on all phases of design, implementation and administration of Fortune 500 company plans. Increased profits 170%. Handled 25 accounts worth $3.2 million in annual revenue. Managed plan, systems, and database design. Supervised system conversions and daily production. Performed market analysis. Delivered sales presentations. Negotiated contracts and fees. Designed reports, statements, and administrative forms. Consulted on pension plan design and interpretation, governmental reporting and compliance, record keeping, administrative practices and procedures, and the development and use of compliance manuals. Introduced standardized administration manuals and paperwork reduction techniques, which generated more than $1.2 million in consulting revenue. HUMONGOUS INSURANCE 1986 - 1987
Assistant Manager, Employee Benefits
Compliance Officer. Administered the company’s pension, health, and other employee benefit plans. Performed medical plan cost containment study and implemented changes resulting in a leveling of insurance premiums. Offered and implemented HMOs. Negotiated insurance contracts with carriers. Performed statistical compensation analysis. 1986
WIDE WORLD IMPORTERS
Employee Benefits Manager
Administered domestic and overseas pension and group medical, life, disability, and worker’s compensation insurance plans. Secretary Pension and Employee Benefits Committees. 1983 - 1986
BLUE YONDER AIRLINES
Assistant Pension Supervisor
Administered 12 domestic pension plans covering 23,000 bargaining and non-bargaining employees. June 1990 June 1983
Education
M.B.A., Economics and Finance B.A., Psychology MAPLE UNIVERSITY