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Work Background
Dartmouth CollegeRetirement Plans Manager
Mar. 2024Hanover, New Hampshire, United States
AonSenior Consultant
Jan. 2015 - Aug. 2023New York City Metropolitan AreaConsulted to corporations, healthcare organizations, and institutions of higher education plan sponsors ranging from start-up plans to $9B covering 25-30,000 lives. Fiduciary Governance: • Developed governance calendars, managed committees and facilitated meetings. • Explained relevant topics impacting plan oversight, including fiduciary training. • Recommended changes for fiduciary process and compliance operations. • Drafted meeting minutes. Fee and Contract Negotiations: • Analyzed vendor fees via RFPs/RFIs, negotiated 10%-30% fee reductions. • Identified atypical participant fees, negotiated and restructured vendor revenue. • Secured contract improvements to lower fiduciary risk and enhance services. Administration Efficiency and Fiduciary Risk Mitigation: • Spearheaded procedural enhancement projects to reduce fiduciary risk. • Collaborated with teams to ensure operational efficacy and compliance. • Implemented review frameworks for periodic audits. M&A Expertise: • Consulted with executives on fiduciary structure and governance. • Led concurrent work streams for vendor/payroll operations and compliance. • Advised communicators on content, reviewed participant education and enrollment materials. Research and Executive Presentations: • Conducted extensive research on legislation, regulation and court decisions. • Authored/presented engaging content for varied audiences (executives, staff, practitioners). • Active in new business initiatives, drafted proposal responses, and presented to prospects.
Towers WatsonDefined Contribution Plan Consultant
May. 2008 - Dec. 2014Greater New York City AreaConsulted with not-for-profit and corporate defined contribution plan sponsors ranging from start-up plans to $5B in assets covering 1,000 to 75,000 lives. Vendor Management: • Led full-cycle projects: vendor searches, fee benchmarking and negotiated contracts with skill. • Client advocate during vendor consolidations, plan mergers and recordkeeper transitions. • Analyzed recordkeeper revenue sources and consulted on fee allocation structures. Plan Design Initiatives: • Engaged in strategy discussions to clarify plan objectives, recommend contribution structures. • Modeled costs of design proposals and presented to senior management. • Advised on fiduciary, operational and compliance of proposed plan design changes. • Identified vendor considerations for retirement design/income benchmarking projects. Operational Compliance Reviews and Corrections Projects: • Assessed vendor and payroll plan compliance, records management and transaction execution. • Consulted on correction procedures in collaboration with legal counsel. • Collaborated with and advised recordkeepers throughout the correction process. • Drafted and edited participant communication related to corrections. Research Programs: • Established a framework for colleagues to follow during on-site research at recordkeepers. • Conducted fact-finding site visits to recordkeepers and reported findings to colleagues. • Researched and reported on retirement income products and their administration.
MercerSenior Associate
Oct. 2006 - May. 2008New York City Metropolitan AreaLead expert for defined contribution consulting for integrated, cross-disciplined teams. Merger & Acquisition team projects included pre-deal due diligence, Day-One assessments, and post-close implementation. Fee projects including historical fee analyses, revenue assessments, and service model consulting relative to assets under management. Client complexity ranged from $0 - $1.5B in assets covering 500 – 100,000 lives.
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