Pittsburgh, Pennsylvania, United States
Demonstrated leadership in qualified and non-qualified retirement plans, health and welfare benefits, strategy, design, compliance, communications, cost containment, vendor management, process improvements, integration, and human resources management. Pension Plans, Non-Qualified Retirement Plans, Financial Acumen, Budget Accountability, Compliance, Strategy Development, High Deductible Health Plans, Global Benefits, M&A, 409A Compliance. Fifteen years HR Management experience.
U.S. Health & Welfare Benefits Strategy • Lead benefits strategy development, annual group benefit plan renewals/negotiations and initiatives with vendors, consultants, and internal resources • Manage self-funded medical and dental, vision, flexible spending, life insurance, LTD, and voluntary benefits • Implemented a full-replacement high deductible health plan / health savings account strategy • Plan and coordinate annual benefits open enrollment activities • Advisor to the company Benefits Committee and delegated fiduciary support • Lead benefits M&A due diligence and integrations • Lead communications strategy • Oversee and recommend wellness engagement initiatives U.S. Retirement Benefits Strategy • Manage a qualified pension and outsourced administration • Implemented a best practice safe harbor 401(k) plan design including Roth features • Experience with pension exit strategies and plan termination • Led company response to IRS audit of the pension and 401(k) plans • Worked with counsel to restate and file qualified plans with the IRS Non-Qualified Retirement Plans • Manage non-qualified pension, savings plan, and SERP • 409A non-qualified retirement plan and taxation compliance • Support executives through the retirement process Financial Acumen • Accountable for $37million benefits budget covering health and retirement • Identify, budget, and communicate anticipated benefit plan expenses • Proposed changes to OPEB that resulted in a $3million P&L impact and $2million to the balance sheet • Coordinate ASC715 retiree medical expense • Recommend benefit changes to meet budget limitations • Prepare benefit plan cost projections throughout the year Global Benefits Strategy • Lead or participate in retirement plan activities in Canada, the Netherlands, and Switzerland • Implemented a Career Average Pension Plan and DC plan in the Netherlands • Expatriate medical coverage • A multi-national pooling arrangement U.S. Benefits Compliance
Human Resources Manager HR Legal Compliance / Affirmative Action / EEO • Coordinated two OFCCP audits of the Affirmative Action Plan resulting in Letters of Compliance • Successfully responded to a wage & hour audit by the Department of Labor • Developed Affirmative Action Programs as EEO Coordinator • Prepared Separation Agreements and related documentation for terminating employees Compensation / Employee Development • Managed up to six employees and the building facilities function • Recommended annual merit salary increase budget • Coordinated the Performance Appraisal process • Counseled managers on performance management/appraisal • Coordinated sales commission plans • Developed job descriptions Employment / Recruitment • Interviewed and recruited for various positions, counsel interviewers, make recommendations • Negotiated job offers, resume screening, reference checking • Coordinated immigration issues for new and existing staff Human Resources Generalist • Broad-based employee relations • Interviewed candidates and conducted college recruiting • Implemented an HR information system and applicant tracking system • Developed Affirmative Action Programs