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Work Background
ZelisSr. Manager, Benefits
Jun. 2024
InvestCloud, Inc.Director, HR Operations
Jun. 2022 - Jun. 2024
William DemantDirector of HR Services
Jul. 2019 - Jun. 2022Somerset, New Jersey
William DemantBenefits Manager
Sep. 2016 - Jul. 2019Somerset, New Jersey
Debevoise & Plimpton LLPBenefits Manager
Aug. 1999 - Sep. 2016Manage retirement, health, and welfare plans for partners, associates, and administrative staff (over 1,000 lives). Supervise three benefit coordinators. Oversee annual plan audit for five qualified retirement plans and annual filing of IRS Form 5500. Ensure that plans comply with ERISA, IRS, and Department of Labor regulations. Enhance relationships with outside vendors, including trustees, actuaries, record keepers, insurance companies, and brokers. Review and prepare defined benefit plan benefit calculations. Responsible for on-going maintenance of the benefits section of the Workday HRIS System including data feeds from to various vendors. Manage annual plan renewals including plan design and financial modeling. Manage partner life insurance program which includes over 200 policies and 100 insurance trusts requiring CRUMMEY notices.
Merrill LynchBenefits Coordinator
Nov. 1996 - Aug. 1999Supervised five benefits representatives and managed escalated employee inquires and complaints. Prepared bi-weekly valuation of 401(k) plan. Responded to employee inquires. Prepared retirement packages for eligible employees. Facilitated qualified plan distributions, health insurance enrollment, 401(k) withdrawals, pension payments, and contribution changes for employee stock purchase plan. Determined benefits for beneficiaries of deceased employees.
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