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● Good Governance ● Retirement Philosophy ● Legal ● Finance ●
● Administration ● Systems ● Communication ●
Generated pension policies; managed governance overhaul for merged committees; partnered with actuaries; prepared materials; drafted minutes and annual reports
Authored annual pension committee fiduciary report for the HRCC of the Board
and ensured resulting Board guidance implemented with management
Official representative of management to oversight committees; overseeing funding and annual valuation assumptions, as well as plan text amendments
Deep pension legislation knowledge; complex DB plans; hybrid plans; pension plan wind-ups; buy-backs; investment manager oversight; international experience
Subject Matter Expert
Deep experience in funding and governance matters:
● Investment Strategy ● Funding Requirements ● Fund Mgr Oversight ● Policy Author ●
RFP + onboarding of several Manager of Managers arrangements
Ground-up expertise in pension plan design, reporting and administration:
● DC ● DB ● SRP ● Group RRSP ● 401(k) ● Hybrid Designs ● Savings Plans ● EPSP ●
Managed US-based pension programs + providers
“Pension plans = 50% HR + 50% Legal + 50% Finance.”
Developed my deep Excel skills while working in consulting in the pension administration area - lots of chainsaws to juggle.
HUMBLE EXCEL GURU
Developed sophisticated fund performance and asset tracking mechanisms to ensure ongoing oversight of performance.
Quality ongoing data management allowed for quick reporting and rapid turn-around when needed, as well as annual filings.
Crafted Word macros that ran Excel macros that produced high-quality individual total rewards statements in Adobe.
OFFICE 365 SUITE
While engaged in the consulting arena, my portfolio included a wide selection of industries which determined the look & feel of statements.
Stood before dozens of audiences - from senior leaders to union reps to plan participants - and successfully simplified complex topics.
Presenter at numerous professional development conferences; industry expert panelist; university guest lecturer.
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