[Your Name]

[Street Address], [City, ST ZIP Code]

[phone]
[e-mail]

Summary • 14 years experience in design and administration in all areas of

employee benefit plans, including 5 years with FABRIKAM, INC.
Advised some of the largest and most prestigious companies in the
country. Excellent training and communications skills. MBA in
Finance.
• An effective manager who delivers consistent results.

1993 -
Experience A. DATUM CORPORATION Present
Manager, Stock Plans Administration
Manage an eight-person unit administering Employee Stock
Purchase and Executive Stock Option plans.
• Personal contact with the 4,000 most senior
executives.
• Accounting and record keeping for $178 million in plan
assets.
• Reduced expenses 25% through automation and
productivity enhancements.
• Successfully conducted major stock purchase plan
offering on tight schedule; the largest the company had
ever undertaken: 90 countries; data from 16 payroll
systems; distribution of personalized packages to 60,000
employees.
• Implemented state-of-the-art transaction confirmations
system.

CONTOSO, LTD 1992 - 1993

Defined Contribution Plans Manager
Managed unit of six; $750 million in plan assets; 25
client plans.
• Managed all record keeping, trust, and administrative
services for very large corporate clients’ savings, 401(K),
and stock ownership plans.
• Handled all regulatory and ERISA compliance, cash and
securities management, consulting, trust administration,
and accounting.
• Reduced overtime 50%; computer usage 25%; expenses
33%.

FABRIKAM, INC. 1987 - 1992

Defined Contributions Plans Consultant
Managed a unit of 10, consulting on all phases of design,
implementation and administration of Fortune 500 company
plans.
• Increased profits 170%.
• Handled 25 accounts worth $3.2 million in annual
revenue.
• Managed plan, systems, and database design.
• Supervised system conversions and daily production.
 • Performed market analysis.
• Delivered sales presentations.
• Negotiated contracts and fees.
• Designed reports, statements, and administrative forms.
• Consulted on pension plan design and interpretation,
governmental reporting and compliance, record keeping,
administrative practices and procedures, and the
development and use of compliance manuals.
• Introduced standardized administration manuals and
paperwork reduction techniques, which generated more
than $1.2 million in consulting revenue.

HUMONGOUS INSURANCE 1986 - 1987

Assistant Manager, Employee Benefits
• Compliance Officer.
• Administered the company’s pension, health, and other employee
benefit plans.
• Performed medical plan cost containment study and implemented
changes resulting in a leveling of insurance premiums.
• Offered and implemented HMOs.
• Negotiated insurance contracts with carriers.
• Performed statistical compensation analysis.

WIDE WORLD IMPORTERS 1986

Employee Benefits Manager
• Administered domestic and overseas pension and group
medical, life, disability, and worker’s compensation
insurance plans. Secretary Pension and Employee
Benefits Committees.

BLUE YONDER AIRLINES 1983 - 1986

Assistant Pension Supervisor
• Administered 12 domestic pension plans covering 23,000
bargaining and non-bargaining employees.

June
Education M.B.A., Economics and Finance 1990
B.A., Psychology June
MAPLE UNIVERSITY 1983