Dr. Edward Angel, SPHR, C(k)PF, CPSP

Experience

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  Aon Hewitt

  Jan 2008 - Jan 2011

  Benefits Operations Administrator
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  J.P. Morgan

  Jan 2011 - Jan 2014

  Benefits Administrator

  As a Benefits Administrator, I identified and resolved complex participant problems in a timely manner through in-depth research and manual calculations. I engaged with key clients via phone and email to attain high-level satisfaction. I created logs to discuss with clients as well as corrected calculation system issues in conjunction with other teams.The contribution from this role has included the following:* Spearheaded lump sum payout project for 2000 participants.

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  Segal Consulting

  Jan 2014 - Jan 2015

  Pension Analyst

  During this position, I optimized operational proficiency by reviewing qualified domestic relations orders, preparing shared/separate interest calculations for alternate payees, and assigned projects for clients across all markets. I crafted summary letter of findings regarding the calculations. I adapted plan administration procedures as it relates to ERISA.Here is the achievement from this role:* Met assigned goals by successfully completing accurate benefit calculations, including straight forward benefit, post-normal retirement actuarial increase, minimum required distributions, and suspension of benefit/return to work calculations. Show less

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  Willis Towers Watson

  Jan 2015 - Jan 2017

  Senior Benefits Specialist

  My main goal during this tenure was to provide exceptional training and coaching to two employees, enhancing their skills and meeting established budgets, timelines, and quality standards. I acted as primary contact for clients to direct retirement administration work. I led a variety of retirement management services both individually and through team initiatives. I determined escalated retirement issues in line with plan provisions, internal revenue code, ERISA, and other legal regulations.The contributions from this role were:* Developed and implemented new processes to increase efficiency within client teams.* Attained diverse knowledge of ERISA regulations, 5500 processing, and related compliance requirements. Show less

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  Comerica Bank

  Jan 2017 - Jan 2019

  Assistant Vice President Retirement Benefits Specialist

  My tenure as an Assistant Vice President, Retirement Benefits Specialist enabled me to work on open enrollment to meet assigned goals. I prepared a clear and concise presentation of benefit information to present within benefit and investment committee meetings. I successfully accomplished mutual benefits by acting as liaison between managers, HR consultants, and employees. Moreover, I executed qualified/non-qualified pension and 401(k) retirement plans through review of plan contribution calculations, audit activities, and other analytic projects.The values delivered during this role included the following:* Succeeded in spearheading benefit programs, involving 401(k), health, and pension, covering 8,000 active and over 8,000 inactive employees while adhering to federal, state laws, and IRS regulations.* Assured completeness and accuracy of plan administration through coordination with payroll team, vendors, and retirement providers. Show less

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  The Weir Group PLC

  Jan 2019 - Jan 2020

  Compensation and Benefits Specialist

  At Weir Group PLC, I actively performed activities related to open enrollment. I liaised with brokers, vendors, and attorneys to prepare benefit materials to educate employees and their dependents. I conducted in-depth research and answered complicated queries from employees and managers on the interpretation of benefit plans, including eligibility, covered services, and exclusions. I acted as a member of the inclusion/diversity global steering committee and as secretary of the US pension and 401(k) plan committees. I also met compensation needs and updated the HRIS software system in accordance with salary structures and bonus programs while collaborating with HRIS and IT personnel.A small selection of the highlights of this role includes:* Fulfilled all compliance requirements for administration of retirement plans related to distribution of SARs, SPDs, SMMs, and other statutory notices.* Delivered constructive support regarding retirement and pension plans for U.S. employees. Show less

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  ORIX Corporation USA

  Jan 2020 - Jan 2022

  Benefits Analyst

  While at ORIX, I was accountable for devising strategic non-qualified plans, including deferred compensation. I developed and executed appropriate retirement, voluntary, and health benefit plans for mergers and acquisitions. I analyzed the impact of business decisions on benefit programs and recommended changes. I consistently ensured seamless execution of tasks by leading overall operations regarding the open enrollment process, self-service benefit system, communication/education, and biweekly new hire orientation. I delivered expert-level support to compensation team with job architecture and promotion development projects to ensure on-time completion. I formulated robust DEI leadership strategies by collaborating with DEI task force. I maintained accurate records of benefit administration for all benefit programs on Workday HRIS system. Furthermore, I created agendas and organized meetings with executive and retirement committees to discuss benefit projects.The achievements from this role have included the following:* Offered best recommendations of benefits packages to employees by researching trends of employment and developments in benefits.* Provided effective education to employees related to case-by-case benefit options, plans, and eligibility. Show less

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  CoolSys - Refrigeration and HVAC Systems

  Aug 2022 - May 2023

  Total Rewards Manager
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  Fluor Corporation

  May 2023 - now

  U.S and Puerto Rico Retirement Plan Manager