Edizon Rey Hernaez, CEBS

Experience

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  Pacific Plans, Inc.

  Mar 2000 - Dec 2003

  Actuarial Assistant

  - Performs actuarial valuation and studies (Pre-need plans);- Assisted in product development and pricing; and- Monitors annual cost of education (used in the pre-need education plans analysis and reference)

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  Watson Wyatt

  Dec 2003 - Jun 2009

  Actuarial Specialist

  - Assists team leaders on project management- Conducts funding and accounting actuarial valuation on mid-range to complex retirement pension plans/schemes- Act as a reviewer on returning business valuations work- Lead and manage special one-time projects - Provides training on Asia Pacific actuarial valuation process and the overview on the quality objectives of the team to new hires

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  Mercer

  Jul 2009 - Oct 2011

  Consultant

  - Develop business plans with the Business Leader - Build rapport to existing and prospect clients- Reports directly to the Actuary/Business Leader and manages the workload of all actuarial analysts- Liaise with clients on data collection and in the communication of the assumptions setting process- Review accuracy and completeness of reports prepared by the analysts - Help develop models for projects such as defined benefit to defined contribution conversions, cost projections on retirement plan set up and/or retirement plan design advice- Provide training on the actuarial valuation process Show less

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  Towers Watson

  Nov 2011 - Apr 2012

  Team Leader

  - Manages the workload of the actuarial analysts and specialists - Does project management for major group of companies annual valuation work- Handles the tasks of the professional development and the training of senior actuarial analysts and actuarial analysts- Help build a good working relationship and collaborate effectively with clients- Increase work efficiency by identifying ways to improve process through constant review- Create project plans and monitor progress to meet or exceed client expectations within budget- Ensures appropriate and effective communication among team members and clients Show less

• 

  Morneau Shepell

  Aug 2012 - Dec 2017

  I worked with a team responsible for administering the pension plan of an assigned client. I manage the day-to-day deliverables of the junior and senior analyst and making sure that the service level agreement are met 100% of the time and at the very least meet the legislative deadline.I completed training sessions with the client on the advanced operations of the propriety software we administer together with the client. I review the standard defined benefit pension plan calculations (retirement, termination, marriage breakdown, etc.) and the corresponding benefit statements making sure that these are aligned with the pension plan text/documents and adheres to the appropriate pension legislation and regulations. I prepare and monitor the year-end project plans and make sure that tasks are delegated appropriately and equally to the team. As a pension analyst, my day to day job consist of standard calculation of defined benefit pension benefits (retirement, termination, marriage breakdown, etc.) including the preparation of the appropriate statements by following plan text/documents and legislative requirements. I also worked on annual projects such as the preparation of actuarial valuation data, production of the annual pension statements and pension indexation.

  • Associate Consultant

    Apr 2017 - Dec 2017

  • Senior Pension Analyst

    Apr 2015 - Mar 2017

  • Pension Analyst

    Aug 2012 - Mar 2015
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  The United Church of Canada

  Dec 2017 - Jan 2019

  Pension Administrator

  I am responsible for reviewing the retirement plan benefit calculations making sure that the data used and the calculations are accurate. I have significantly contributed to the transition process of the day-to-day administration of the plan ensuring seamless pension plan member experience. I am also tasked to do ad hoc projects and work on it independently with support from internal clients and experienced administrators.

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  Aon

  Jan 2019 - Nov 2019

  Benefits Operations Manager

  My role involves managing the day to day operations of several assigned clients with varying pension plan complexity and daily calculation volume. The client pension plans I handle vary from a complex pension plan with flexible benefits to a simple frozen defined benefit plan, hence I make sure to strike a balance delegating work and scheduling tasks and projects to the team.I am also a people manager to five junior and senior analysts within and outside the client team that I manage. As a people manager, I regularly meet with individuals to discuss how they are doing, their progress and discuss plans on how they can progress further. Show less

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  Employee Benefit Plan Services Limited

  Apr 2020 - Jun 2021

  Pension Administrator
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  CAAT Pension Plan

  Jul 2021 - now

  • Senior Pension Analyst, Quality Assurance

    Apr 2023 - now

  • Pension Analyst, Quality Assurance

    Jul 2021 - Apr 2023