Jim Pepper

Experience

• 

  AmeriBen/IEC Group

  Nov 1994 - May 2001

  Director, Retirement Plans

  Responsible for the growth and stability of plan administration for over 200 defined contribution plans ranging from less than $1 million to over $25 million in plan assets. Responsibilities included marketing to brokers, consultants and new clients, consultation on plan design with clients, conducting employee enrollment meetings, plan record keeping, and assuring legal compliance of plan documents and plan administration.

• 

  Fidelity Investments

  Jun 2001 - Nov 2002

  Director, Relationship Management

  Responsible for twelve Relationship Managers who each managed a book of defined contribution plans with over $100 million in plan assets. Responsibilities included maximizing the economic value of the business relationship for Fidelity and expanding the client relationship to new lines of business. Worked with senior client contacts ranging from COO's and CFO’s to Senior Sales representatives and a broad array of Fidelity business partners and stakeholders.

• 

  ING Institutional Plan Services (formerly CitiStreet)

  Dec 2002 - Mar 2011

  Vice President

  Responsible for fulfilling the following duties: development of client relationships, delivery of benefits administration, understanding of client’s overall benefits goals, change order negotiations, P&L and budget responsibilities for an operations staff and cross-selling of benefits services. Currently responsible for Health and Welfare plan administration for several clients and am responsible for providing cross-functional team training, coaching, and mentoring to support those clients.

• 

  Fluor Corporation

  Mar 2011 - Mar 2022

  • Director II, Global Benefits

    Feb 2019 - Mar 2022

  • Director, Global Retirement Plans

    May 2014 - Feb 2019

  • Director, US & Puerto Rico Benefits

    Mar 2011 - Apr 2014
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  Spirit AeroSystems

  Mar 2022 - now

  US Benefits Leader