tana guiteau

benefits and compensation specialist

About

Achievement-focused Human Resource professional with over 15 years of increased responsibility in the following diversified benefit areas: benefits determination, plan administration, project management and actuarial analysis. Strong proactive team player with proven track record in budgeting, planning, problem-solving and organizational aptitudes. Proven ability to work independently as well as establish strong partnerships within teams and across vendors. Extensive experience in ERISA requirements for pension and 401(k) plans; nondiscrimination requirements; qualification rules; mergers and acquisitions; plan design, funding and financing strategies; union negotiations; valuation testing, programming and pension plan terminations.CEBS Certified

Country

united states

City

new york

Industry

banking

Skill

employee benefits, defined benefit, pensions, retirement, 401k, time management, benefits administration, erisa, process improvement, vendor management, sdlc, hris, defined contribution, human resources, retirement planning, management, employee relations, analysis, deferred compensation, insurance, mergers, software documentation, mergers and acquisitions, human resources information systems, 401 retirement savings plans

Experience

senior benefits analyst

tiffany & co.

2007-1 - 2007-1 · 1 mo

senior benefit specialist

merck

2006-1 - 2007-1 · 1 yr 1 mo

senior retirement associate

conduent hr services

2000-1 - 2005-1 · 5 yrs 1 mo

pension benefits consultant

fidelity investments

2007-8 - 2013-8 · 6 yrs 1 mo

financial assistant

oppenheimer & co. inc.

2005-1 - 2006-1 · 1 yr 1 mo

* Managed and responded to client inquiries (e.g. request for portfolio information, customized report delivery, etc.) and consistently met performance benchmarks in all areas (speed, accuracy and volume). Coordinated and managed tasks across a multi-disciplined team (Portfolio Management, Trading, Operations, Performance Measurement, Legal and Compliance, and Accounting/Billing.) * Responsible for ensuring delivery of service requirements to new and existing clients for top producing asset managers * Supported the execution of the client service plan which specifies all client deliverables including all reporting requirements such as performance and other service needs as identified by the client. * Use/Knowledge of: NIDS, SunGard, Ibbotson, Bloomberg, CQS. * Resolved trade discrepancies and settlement problems between brokers and twenty five custodians. * Insured that large cash balances are fully invested; report these balances to portfolio managers.