Description
SUMMARY Human Resources Benefits professional with multi-company knowledge focused on Defined Benefit/Contribution, Deferred Compensation, Health & Welfare Plans, Payroll and Labor Relations with multiple Union (s). Strategist and facilitator with strong organizational, written and interpersonal skills who is able to motivate and lead a team through collaboration, process engineering and drive the company to achieve goals and objectives by promoting execution while respecting privileged and confidential information. FUNCTIONAL EXPERTISE Benefits analysis, design, delivery, implementation, operations, and legal compliance. Project and vendor relationship management including RFP's, alignment of benefits (mergers/acquisitions), and administration of multiple Health & Welfare, Defined Benefit/Contribution, Deferred Compensation Plan (s). Labor Negotiations with multiple Union (s), drafted and reviewed CBA's. Policy development and updates/Re-engineering/Communication/Execution. Strategic Planning, Performance Management, Process Improvement, Budgeting & Forecasting, Funding, Developed and maintained databases/applications for data analysis/tracking/reporting. Experience in PURA/DPUC Rate Case (s), Regulatory responses, Management Audits, Interrogatories, centralized benefits center, and HSA/FSA/FMLA/COBRA. ROLES AND RESPONSIBILITIES Provided leadership, strategic planning, major decision making, and administration for a complex multi-Company Defined Benefit/Contribution, Deferred Compensation, Health & Welfare Q&NQ plan (s), including benefit (s) active employees, retirees and several Union (s). * High level participant selecting, launching, and engaging an Outsourced Centralized Benefits Center vendor (s) for HSA/FSA/FMLA/COBRA/Occupational Health administration. * Researched, recommended, developed, and oversaw the administration of new or modified plan (s) and policies across multi-Companies, including but not limited to self/fully insured cafeteria plans/VEBA/401 (h) Trusts. * Assisted with resolution of escalated benefit issues or adjustments under plan documents, vendor contracts, regulations, and/or requirements, made recommendations regarding process, procedure, program documentation, compliance, and communication improvements for efficiency and/or cost control. Participated in designing, and deploying competitive pension, benefits and, Total Reward program (s) in accordance with Company strategies, practices, process, regulatory, audit, and SOX compliance. * Executed funding/payment authorizations with vendors, participants, and institutions. * Worked collaboratively with Finance, Legal, Treasury, Actuaries, Auditor (s), Executive (s), HR Generalist (s), Business Units, Labor/Union Board (s), Fiduciary Committee (s), Payroll, Employees, Retirees, Health/Safety Audit Committee and Company vendors (s)/agencies. * Modernized operations and increased efficiency while setting a professional tone, establishing cooperative partnerships and providing high levels of customer service. * Coached and supervised a staff of eight in addition, outside contractor (s), HR Representatives and peers with the goal to improve efficacy and customer satisfaction. Managed Payroll Department with annual payroll of $325 million and an annual single company health and welfare budget of $21 million. * Assisted in development and execution of Disaster Recovery/Business Continuity Plan (s). Theresa E. Covaleski "tecovaleski@yahoo.com" tecovaleski@yahoo.com Page Two * INDUSTRY RELATED * Responsible for compliance of ERISA, HIPAA, FMLA, COBRA, IRS, DOL, Federal/State Regulations, SOX, PBGC, PROXY filing, Medicare Notices, Transitional Reinsurance Contributions - CMS (all facets), Patient Protection and Affordable Care Act (ACA) ensure release of 6065, and 1095C Forms. * Retirement Plans (Defined Benefit/Deferred Compensation/401 (k)), administration, calculations, participant counseling, payments, valuation, compliance, Plan Documents, SPD's, Annual Funding Notice, educational meetings, Retired/Survivor/Disability/Vested Participants, Early Retirement Programs, Non-Qualified/Qualified disbursements, Non-Discrimination Testing, VEBA/401 (h) Trusts, COLA's, RMD's, SERP's, and QDRO's. * Coordinated Open Enrollment of active employees, retirees, dependents and, other plan participants. Negotiated with consultants, brokers, carriers and TPA's (Medical (Medicare Risk/Exchange), Dental, Life LTD, AD&D, Flexible Health/Dependent Care, Health Savings and Commuter Spending Accounts. Designed, wrote and, presented Plan Communication (s) and SPD (s). Recommended participant cost-shares based on budget requirements. * Presented recommendation (s) to Corporate Executive (s) and Union Board (s). * Reviewed and assisted with design, development and administration of severance, and early retirement programs. Assisted in writing and reviewing RFI's/RFP's later negotiating and selecting multiple vendor (s) then ensuring compliance of SLA's. * Partnered with vendors to manage Pension, Benefit, and Health & Wellness programs. * Managed marketing programs to increase vendor awareness to employees and retirees. Assisted with writing, editing, and release of Employee Handbook. * Responsible for the issuance of the Annual Total Rewards Statement. * Participant in software transitions of ABR, PeopleSoft, Ceridian, SAP, ADP, and Workforce. Provided pertinent data in preparation of the Annual Shareholder's Meeting. * Provided 5500 and data, analysis and review. PUBLIC RELATIONS * Counseled employees, retirees, families and participants on health and welfare issues in group or individual settings. * Completed benefit and pension planning in events of hiring, termination, retirement, death or disability. * Member: Merger/Acquisition, Outsourcing /Redesign, Diversity, Smoking Cessation, Health/Wellness, Generation Asset Divestiture, Municipal City Liaison, Safety Audit and Emergency Response Team (s), Pension Task Force, HIPAA Compliance Officer.
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