Scott Hodges, CFP®, CBP

Scott Hodges, CFP®, CBP

Senior Employment Recruiter

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location of Scott Hodges, CFP®, CBPSouthwick, Massachusetts, United States

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  • Timeline

  • About me

    Retirement Benefits Consultant (Retired)

  • Education

    • Baypath College

      2002 - 2005
      Certified Financial Planner Program

      Completed Certified Financial Planner Program to prepare for CFP examination; CFP Designate

    • University of Massachusetts, Amherst

      -
      BS Psychology

      Activities and Societies: Minor: Sociology; Concentration in Business

  • Experience

    • Travelers Insurance

      Sept 1984 - Oct 1988
      Senior Employment Recruiter
    • MassMutual Financial Group

      Oct 1988 - Nov 2022
      Retirement Benefits Consultant (Retired)

      Broad background in all areas of Human Resources including Benefits (Health & Welfare, Retirement), Executive Benefits, Executive Compensation (including Board of Directors exhibits), Recruiting, Payroll, HRIS. Project management, vendor relationships, Senior Management presentations.Thorough knowledge of qualified and nonqualified benefits including 401(k), defined benefit pension/cash balance, health and welfare, deferred compensation, as well as employment agreements, change of control agreements and executive compensation programs; Oversee administration of all Home Office qualified and nonqualified benefit plans including individual participant record keeping, payroll processing, and benefit taxation. Recommend and implement appropriate plan design changes for corporate benefit plans working closely with internal and external legal counsel; lead subject matter expert for qualified and nonqualified plan design and Section 409A compliance. Continually commended by senior executives for providing outstanding counsel at all stages of their careers (new hire, promotion, retirement benefit and compensation projections, termination/retirement counseling).Managed project team responsible for transition to new third party administrator; seamless conversion accomplished in less than six months resulting in greater efficiencies and improved work flow. Trained and developed staff. Cultivated and maintained vendor relationships (third party administrators, financial planning services) including review, negotiation and recommendation of final contract details, creation of service guarantees, Request for Proposal (RFP) process, payroll and system enhancements.Administer executive incentive compensation programs including annual short-term, long-term cash and phantom stock options; Formulate and monitor annual nonqualified benefit plan budget, prepare monthly financial reports and plan liabilities, tax projections and incentive compensation accruals; Show less

    • Jackson Hewitt Tax Service Inc.

      Jan 2015 - Apr 2015
      Tax Preparer
  • Licenses & Certifications

    • Certified Benefit Professional (CBP)

      World at Work
    • Certified Financial Planner (CFP)

      Certified Financial Planner Board of Standards
      Jul 2014
  • Honors & Awards

    • Awarded to Scott Hodges, CFP®, CBP
      Newport Group Nonqualified Client Advisory Council (2012 - 2022) Newport Group 2012 Selected to join small group of nationwide company representatives who help Newport Group gain insight into our challenges, learn more about our culture and deliver business solutions that meet the demands of the client representatives and reflect best practices in the non-qualified deferred compensation marketplace.
    • Awarded to Scott Hodges, CFP®, CBP
      "Courage" Award (2010) Massachusetts Parole Board For advocacy for special needs foster children
    • Awarded to Scott Hodges, CFP®, CBP
      Massachusetts Foster Parent of the Year (2009) Massachusetts Department of Children and Families (DCF)
  • Volunteer Experience

    • Executive Board Member / Investment Committee Chairman

      Issued by Granville-Tolland Citizens' Scholarship Foundation on Jan 2003
      Granville-Tolland Citizens' Scholarship FoundationAssociated with Scott Hodges, CFP®, CBP