Ian H.

Experience

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  Fidelity Investments

  Jan 2004 - Jan 2006

  Senior Benefits Specialist

  • Utilized variety of tools, facilitating resolutions of clients and participants inquires and issues.• Trained new associates at offshore locations on plan provisions and work procedures.• Achieved Outstanding Service Award after meeting service level agreements for GM (1 million+ participants) for 1 year.

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  Transamerica

  Jan 2006 - Jan 2012

  Understood complex scenarios and business problems. Developed customized, easy-to-use tools in Excel that leverage technology to streamline business operations.• Created broad range of spreadsheets to access databases, consolidated and analyzed data for clients, teams, and Consulting Actuaries.• Streamlined and automated existing Management Summary Report, using Excel and PowerPoint with revised features and standard layout for Consulting Actuaries and upper management teams.• Reviewed government filings, special projects, census requests, participant data, and plan assets for valuations and funding reports using ProVal and Excel, determining plan liabilities for completeness and accuracy. Show less Created and modified calculation engine tools and Excel spreadsheets utilized by Defined Benefit Online Website and Benefit Calculation Team. Designed, enhanced, and maintained spreadsheets for cross testing and manual calculations. Produced XML for online Pension Statement and Calculation Worksheet.• Developed, maintained, and troubleshot ProAdmin calculation engines and spreadsheets for 30+ clients.• Created and tested spreadsheets independently with Add-Ins and VBA functions for new features or various calculation requests for Benefit Calculation Team. Show less Tested calculation engine tools and Excel spreadsheets utilized by Defined Benefit Online Website and Benefit Calculation Team.• Tested integrating database, ProAdmin calculation engines, and spreadsheets running overnight batch testing jobs.• Worked with developers and project managers to prioritize and resolve issues in complete QA Life Cycle.• Verified that all modifications and new features were reflected in any documentation pertaining to releases and patches and ensured compliance with Plan Document and pension regulations. Show less Participated in 1-year pilot project team that explored new approaches to certify legacy clients, re-implemented 10+ old clients, and transferred associated data, websites, and calculators to centralized system. • Performed and reviewed calculations (historical, QDRO, disability, death, rehire or transfer) for multiple clients, utilizing Defined Benefit plan formulas and spreadsheets.• Monitored daily workload, ensuring that service level agreements were met and training new associates on plan provisions and work procedures. Show less

  • Actuarial Analyst, Actuarial Group

    Jan 2011 - Jan 2012

  • Development Analyst, Implementation Group

    Jan 2010 - Jan 2011

  • Testing Consultant, Implementation Group

    Jan 2008 - Jan 2010

  • Senior Benefits Analyst, Benefit Calculation Group

    Jan 2006 - Jan 2008
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  Empower Retirement

  Jan 2012 - Dec 2017

  Senior Actuarial Technician (previously Senior Relationship Manager of Defined Benefit)

  Implemented and converted new and legacy clients into centralized SQL Server, websites, calculators, and payment systems. Minimized human manipulations and errors by automating validations, reporting, and other lengthy processes with Autosys Scheduler.• Streamlined processes for converting 40+ legacy clients and implementing 10+ new clients (data, websites, calculators, periodic payments and actuarial documents, etc.) into centralized system.• Programmed in Java, Groovy, VB and SQL, and integrated various processes (actuarial extracts, matrix, payment comparison reports, annual cash balance / contribution roll forward and timesheet, etc.) into standard Autosys Scheduler.• Revamped conversion processes using Actian DataConnector (ETL tool) with Java, VB and SQL that extracted, transformed, and loaded client data to staging tables and to MS SQL Server.• Enhanced and maintained ProAdminOnline system with improved features by adding validation rules into front end and enriching interface user-friendliness.• De-converted and transferred 50+ clients to new providers. Show less