Over 20 years experience in the employee benefit and financial services field as both an application developer and project manager.
Defined Benefit Administration
- Managed complete SDLC of defined benefit calculation systems and interactive self-service retirement planning systems. From initial client contact through system development to final system install.
- Defined Contribution Recordkeeping – design and development of 401(k) related websites. Developed voice activated system for 401(k) participant management. Lead designer of plan sponsor reports as well as participant statements.
Health & Welfare
- Architect of touch screen annual benefit enrollment systems. Lead developer of OCR annual benefit enrollment system. History of building solutions for enrollments, reporting, and administration of various benefit plan types.
- Design of touch screen and web based investment and financial advisory interactive systems. Linked application to risk assessment systems, fund performance reporting systems, and account management services.