Stefanie McGinty

Assist companies with their recruiting needs, manage data entry for database cleanliness, and coordinate with hiring agencies to ensure efficient hiring processes.

Manage client relationships related to their DB plans, including client meetings and workflow management. Oversee a staff of 5-8 performing back-office work and collaborate with internal teams to ensure client deliverables are met.

Perform manual calculations for external clients and communicate with external client teams to ensure timely and accurate deliverables.

Managed 10-12 client relationships related to DB plans, including client meetings and workflow management. Assisted with new client implementations and collaborated with internal teams for client satisfaction.

Managed the Service Bureau for outsourcing plans and all back office benefit calculation staff. Created standard processes for 18 full service plans, implemented new phone and data tracking systems, and reduced benefit calculation backlog from 400 to under 100.

Managed administration of two large TBO clients and a staff of 12 onshore employees plus offshore staff. Implemented major plan changes, managed out-of-scope projects, and compiled quarterly billing and dashboard reporting.

Managed staff to ensure daily work is completed accurately and within SLA. Implemented and tested major client plan redesign, served as key client contact, and developed staff for growth opportunities.

Managed operations team to ensure deliverables, performed and audited pension calculations, developed systems for calculation processing, and created master test plans for annual rate changes.

Implemented new clients including data, benefit calculators, and forms. Created test plans to ensure plan intricacies were coded, managed a team of analysts, and generated client reporting via SQL queries.

Assisted in managing team members to meet deadlines and service levels, processed disbursement files for trustee processing, and audited/performed pension calculations for traditional and cash balance plans.

Established rules for financial calculations by working with clients and vendors, validated calculation functionality, reconciled conversion data, and created administrative procedures for pension plan servicing.

Grade: Magna Cum Laude

Graduated with honors (Magna Cum Laude) with a B.S. in Business Administration, majoring in Finance and minoring in Economics.

Completed CEBS Course #3 – Retirement Plan Design.