• At Reynos: Conceived and
developed an original health benefits delivery system
that captures and indexes health benefit savings to
various financial instruments!
• At FAMC: Managed deferred compensation 457(b), 401(a), plans; coordinated communication of retirement options through
employee orientation, and employee handbook.
• At DCFCU: Managed deferred compensation 401(k), coordinated communication of retirement options through
employee orientation, and employee handbook.
• At National Jewish Medical Research Center: Coordinated communication of retirement options through
employee orientation, and employee handbook.
• At the City of
Dallas: Managed and provided immediate staff support to
the Trustees for the 401(k) and 457 deferred compensation
plans. As approved by the Trustees for each plan:
scheduled and communicated meetings, including closed
sessions; established and communicated administrative
protocols, including customer service practices with
potential and existing plan participants; performed as
first point of contact for financial counseling for
employees inquiring about or applying for a hardship
distribution; communicated, received and submitted
hardship requests to the plan trustees. As directed by
trustees, conducted original research and analysis on
diverse financial issues; vigilantly monitored plan(s) to
ensure compliance with the 1/3 - 2/3 test (for over
compensated employees), and monitored vendor (PEBSCO) to
ensure marketing of deferred compensation to City
employee was consistently egalitarian. Supervised one
FLSA exempt retirement specialist.
• Amended 401(k)
Early Retirement Incentives in compliance with the Tax
Relief Act of 2001.
