robert salberg

Managed the relationship of 15 large market 401(k) clients, with ultimate responsibility for client retention, as well as, identifying and selling additional products and services. Provided consultative services to clients in all aspects of their 401(k) and deferred compensation plans, including benefit and investment information.

Managed the relationship between Fidelity and a group of their Fortune 100 401(k) clients, worked closely with sales and operations to ensure high levels of client satisfaction. Consulted with clients on all aspects of their 401(k) plans.

Managed PepsiCo’s financial benefit plans including their 401(k) plan with assets in excess of $1 billion and an eligible participant base of more than 100,000 employees. Evaluated, recommended and presented to senior management alternative savings vehicles for highly compensated employees.

* Lead consultant on projects with numerous clients, including a Fortune 100 company. * Analyzed client needs and objectives to determine strategic direction and provide recommendations for managing their retirement offerings, including financial analysis of retirement costs, fiduciary risks, alternative benefit designs, liability-driven investments, retirement-readiness, voluntary benefit plans and review of related payroll, HRIS and other systems. * Identified emerging trends in employee retirement benefits and legislative requirements. * Advised clients on developing innovative options and determine financial impact of plans, including vendor management processes and related fee-reduction negotiations. * Provided technical expertise on all aspects of benefits, financing and plan implementation. * Managed existing outsourced partners and RFP and new vendor selection processes. * Organized and lead client benefit reviews; junior consultants and created and managed project plans and associated deliverables.

* Directed staff of 15 employees providing total benefit outsourcing for Avon Products, as well as, actuarial and 401(k) services to Colgate Palmolive. * Coordinated activities with Benefits Service Center, account managers * and internal consultants from various practice groups assuring proper * execution and documentation of plan designs, rate structures * employee and vendor) and client-specific procedures. * Designed defined benefit and defined contribution plans, reviewed and * analyzed plan documents and Summary Plan Descriptions, trained * administrators in technical and administrative aspects of plans to * assure compliance with government regulations.

* Analyze employee benefit plan issues, propose recommendations and institute corrective action as required. * Work with service providers on plan administration processes and systems. * Analyze and streamline internal workflow processes and data feeds to service providers, recommend improvements. * Interact with employees on retirement plan questions.