K AREN G.

S UMNER
(804) 356-4576 ksumner713@gmail.com
HUMAN RESOURCES PROFESSIONAL
Committed and innovative manager who achieves consistent results. Extensive experience in high-level benefits administration for a multi-billion dollar organization. Proven problem solving and analytical skills. Proficient at contract negotiation. Collaborative team leader. Expert project manager.

CAREER HIGHLIGHTS
Extensive knowledge of ERISA and compliance matters Worked for multi-state employer with decentralized HR teams Developed processes resulting in reduction in benefits staff while number of benefits plans increased by 50% Divested pension plan assets during reverse spin-off Integrated benefit programs of two large plan sponsors during acquisition Teamed effectively with all levels of employees and management Focused on making the employer the employer of choice through innovative benefits programs

PROFESSIONAL EXPERIENCE
ALPHA NATURAL RESOURCES (FORMERLY MASSEY ENERGY COMPANY) Richmond, VA Massey Energy Company was the fourth largest coal supplier for domestic and overseas. The company was a 7.8 billion dollar company. With the merger of these two companies, Alpha Natural Resources has 14,000 employees and is currently the third largest coal supplier in the nation. Director, HR Benefit Programs, February 2006 to March 2012 Responsible for all benefit programs, including union and non-union retirement programs with assets in excess of $400 million, health plans, disability programs, and supplemental benefit programs for over 6,000 employees in multiple states. Selected as one of twenty-five Massey employees to represent Massey in the integration with Alpha. Managed all corporate benefit programs with a staff of three. Developed all benefits-related processes for internal HR team, created Human Resources training manual for benefit program administration and conducted training sessions for HR personnel and senior management across the company. Established corporate benefits communication strategy, including multiple versions of personalized annual Total Compensation statements for over 6,000 employees, benefits brochures in English and Spanish, monthly benefit tips brochures and 365 day benefit tip desk calendar. Implemented, designed and coordinated the companys first open enrollment across three states and over eighty locations. Integral decision-maker in selection of carriers for 401(k) plan, life insurance, disability, COBRA, Flexible Spending Accounts and retiree medical administration. Maintained Summary Plan Descriptions for eleven benefit programs, and coordinated design, printing and distribution of eleven versions of Member Handbooks. Installed company-wide Performance Review system. Extensive involvement in transitioning benefits to Alpha Natural Resources upon acquisition of Massey. Continued to be solely responsible for all aspects of Masseys retirement plans.

Manager, Retirement Programs, January 2000 February 2006 Responsible for all aspects of qualified retirement plans, including coordination of plan audits and valuations, plan amendments and restatements, benefit statement delivery, government filings, plan mergers and participant communications. These plans include a defined benefit plan with five benefit formulas, two collectively bargained defined contribution plans, and a daily-valued 401(k) plan. Assured primary contact for internal and external auditors, legal counsel, actuaries, consultants, trustees, recordkeepers and investment managers. Served as a member of Corporate Investment Committee controlling in excess of $400 million dollars.

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Created procedures to streamline processing for fourteen subsidiaries. Conducted due diligence search for daily valuation record-keeper and successfully transitioned a $100 million plan from balance-forward recordkeeping to a daily-valued system. Implemented company stock fund, fixed match and vesting schedule in 401(k) plan. Served on implementation team of first corporate HRIS system and then became Human Resource representative and business owner for the Lawson system. Facilitated division of assets from master trust of parent company during reverse spin-off to become a publicly traded company. Led merger of two defined benefit plans and creation of cash balance formula within merged plan, resulting in a defined benefit plan with more than 11,000 participants. Coordinated freeze and merger of money purchase plan into 401(k) plan. Developed procedure for tracking vesting for rehired participants. Ensured accuracy of all pension calculations and coordinated monthly pension payment process for over 1,500 retirees. Reviewed all Qualified Domestic Relations Orders and hardship requests prior to processing distributions.

RPAS, LTD. - Richmond, VA Retirement Plan Administrative Services, Ltd. is a full-service actuarial, consulting, and administrative services firm specializing in qualified plan design, installation, government compliance and administration. Compliance Specialist / Plan Analyst, 1999 - 2000 Drafted plan amendments to accomplish changes to plans during Remedial Amendment period. Designed and prepared installation documents for defined benefit and defined contribution plans. Managed 40 client relationships, including all record-keeping, testing and daily client contact. These relationships consisted of defined benefit, new comparability, money purchase, profit sharing, 401(k), 403(b) and cafeteria plans. Responsible for all corporate training. Prepared all documentation for terminating plans. CENTRAL FIDELITY NATIONAL BANK (PREDECESSOR TO WACHOVIA BANK, NA) - Richmond, VA Central Fidelity National Bank was a Virginia bank with over $10.6 billion in assets, more than 250 locations around the state, and 3,700 employees. In 1997, Wachovia Bank, NA purchased Central Fidelity. Account Manager, Employee Benefits Division, 1991 1998 Managed 70 Employee Benefit trust client relationships with assets in excess of $168 million. Supervised three administrative personnel. Interfaced with clients and their employees on all aspects of plan design and administration. Conducted group and individual plan participant meetings. Reconciled trust accounting statements with participant accounts. Prepared Forms 5500 C/R for submission by clients. Maintained contact with plan sponsors, accountants, attorneys, third party administrators and security brokers. Pension Administrator / Account Manager, 1988 1991 Managed all Employee Benefit trust accounting operations for more than 500 accounts. Processed lump sum, partial payment distributions and monthly pension checks. Reconciled participant distributions, prepared IRS forms 1099R, 5498 and 1098. Filed combined federal and state taxes covering all accounts.

EDUCATION
UNIVERSITY OF RICHMOND Richmond, VA Bachelor of Arts Degree (1986)

TECHNOLOGY SUMMARY
MS Office (Word, Excel, PowerPoint) Lawson

Success Factors