New 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 a...
Greater 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...