John Bartkovsky

Experience

• 

  Prudential Financial

  Jan 2000 - Aug 2021

  Sr. Client Manager for Pension Risk Transfer (PRT) Client Management team who managed over 5,000 Defined Benefit (DB) plan clients such as General Motors, Kimberly Clark, Verizon, Occidental, Sandia National Laboratories, Praxair, Union Carbide, Wells Fargo, Exxon, Bank of America, FedEx, Conoco Phillips, Boeing, Delta and Hawaiian Air. Assisted with on boarding the two largest US Pension Risk Transfer transactions in history - General Motors with 100,000 retirees at $27 billion in liability and Verizon Communications with 40,000 retirees at $7 billion in liability. Led several teams through projects initiated by clients as well as management. Show less

  • Implementation/ Data Manager

    Mar 2018 - Aug 2021

  • Sr Client Manager Pension Risk Transfer

    Jan 2000 - Mar 2018
• 

  Legal & General Retirement America

  Sept 2021 - Oct 2022

  Senior Transition Manager

  Senior Transition Manager Pension Risk Transfer working with clients, intermediaries and consultants with project management and onboarding. Partnering with legal on group annuity contracts and certificates, creating welcome letters, performing data analysis. Working directly with IT on creating onboarding files of client data for successful data load, and partnering with operations for world class customer service

• 

  MetLife

  Oct 2022 - now

  Senior Project Strategy Manager Pension Risk Transfer New and Inforce Business

  Delivery of Strategic Initiatives for Pension Risk Transfer OrganizationLead project team and initiatives for conversions, changing contractual types, investments, lead administrator, Bulk Pay/Reimbursement to Direct Pay, adding provisions such as late retirement, death benefits, and more. Adding outside benefits to the contract, million dollar liabilities.Initiate Strategic Process Improvements Develop Customized Timelines and project plans Project Manager for special projectsDevelop and maintain key documentationPartnering with Risk and Legal on tasksReporting out challenges, milestones, and current/future projectsCollaborating with Senior Leadership on strategies Show less