Gerald S.

Halper
5067 Anchorstone Drive
Woodbridge, Virginia 22192
Residence: (703) 897-7858
Objective: Seeking supervisory or managerial position in Human Resources Operat
ions or Benefits Administration that will allow me to further develop my career
by expanding upon my current base of skills in the areas of pension administrati
on, compliance, payroll and medical, life and disability insurance benefits.
Summary of Qualifications
* Results oriented Human Resources professional with more than 20 years of exten
sive experience in various areas of benefits administration, compliance and payr
oll administration.
* Extensive exposure to internal and external audits for SOX compliance and 5500
filing purposes.
* Participated in the implementation of the full life cycle PeopleSoft pension m
odule (versions 5.0 and 6.0) at Philips Electronics. Also, led the upgrade to P
eopleSoft 8 for the pension module at Washington Gas Company.
* Ability to train and supervise staff in the administration of different benefi
t plans to ensure compliance with government regulations.
* Team leader who can provide motivation, training and support by example to a d
epartment.
* Excellent interpersonal, communication and customer service skills for fast-pa
ced service center environment.
* Have provided retirement counseling to employees in a one-on-one environment a
nd have also given numerous group presentations in a corporate environment to em
ployees on their 401(k) benefit programs.
* Ability to work unsupervised and take the initiative.
* Strong mathematical and problem solving skills.
Professional Experience
Washington Gas Company Springfield,
Virginia October, 1999 - Present
Secretary to the Retirement Board
Senior HR Operations Specialist
In the Pension area -
* Provides pre-retirement calculations and consultation services to Company empl
oyees considering retirement including Supplemental Executive Retirement Pay cal
culations for the Company's executives.
* Generates and notarizes retirement applications, federal and state income tax
elections, direct deposit authorizations and retiree medical deduction authoriza
tion forms for all retiring employees.
* Provides Retirement Board approval (as a designated sub-committee member) of a
ll employee retirements.
* Builds payee records and creates complete Pension Payroll file in PeopleSoft f
or approximately 2,000 Company retirees. Also processes other monthly retiremen
t benefit changes such as retiree deaths, the addition of surviving spouses and
the creation of alternate payees under Qualified Domestic Relations Orders. Tas
k involves balancing a monthly pension payroll in excess of $3 million.
* Coordinates all Pension Plan administration on behalf of the Company's Retirem
ent Board including keeping the Retirement Board meeting minutes and paying the
plan's administrative expenses.
* Utilizes signing authority to fund the monthly pension payroll.
* Trains other staff in the use of new technology to develop a successor.
 In the 401(k) area -
* Manages administration of the Company's 401(k) Plans.
* Reviews and approves the bi-weekly wire transfer of approximately $500,000 in
employee and matching employer contributions and employee loan payments to the r
ecordkeeper.
* Reviews and approves all Hardship Withdrawals from these plans.
* Resolves all participant issues that arise due to operational issues that occu
r with our payroll vendor and/or our recordkeeper. In this regard, drafts all s
elf-correction memos for legal review and approval.
* Provides data for and obtains and reviews Non-Discrimination and Benefits Righ
ts and Features test results from vendor.
In the Compliance area -
* Manages the audit and 5500 filing process for the Company's sixteen union and
management benefit plans - including the Company's pension, 401(k), group medica
l, group life, VEBA, LTD, dental, vision, travel accident, accidental death and
dismemberment, health care reimbursement and employee assistance plans.
In the Benefits area -
* Assists other staff in resolving benefits questions raised by employees and re
tirees of the Company.

Republic Industries Fort Laud

erdale, Florida January, 1999 - April, 19
99
401(k) Compliance Analyst
* Contract position responsible for performing compliance reviews for approximat
ely one hundred twenty 401(k) and profit sharing plans acquired by Republic Indu
stries through various mergers and acquisitions.
* As a compliance analyst, my responsibilities included reviewing each plan's le
gal documentation, valuations, trust accounting, ADP/ACP compliance testing, 415
limitation testing, top-heavy testing and tax filings to uncover and correct an
y irregularities before each plan was "merged" into Republic's 401(k) Rewards Pr
ogram. Successfully merged 45 plans before project was terminated.
Philips Electronics North America Corporation Jupiter, Florida
February, 1997 - January, 1999
Senior Plan Administrator/Pension
* Responsibilities included playing a senior role in the administration of hourl
y and salaried pension plans, a position that required a comprehensive knowledge
of defined benefit plans and the associated legal requirements.
* Participated in the conversion of the legacy pension database to PeopleSoft as
well as the relocation of the pension department from New York to Florida.
* Participated in establishing and testing pension plans on PeopleSoft to automa
te applicable calculations. Performed parallel, systems and quality control tes
ting for the payment of pension benefits on PeopleSoft and worked on later Peopl
eSoft upgrades with the functional team.
* Contributed to the re-establishment of procedures for expediting the administr
ation of the company's plans in Florida.
* Communicated new laws, procedures and plan provisions to the product divisions
.
* Ensured plan compliance with all applicable pension legislation.
* Performed pension calculations for retirees, deferred vested terminations and
contribution refunds. Calculated benefits under all optional forms of payment a
nd communicated options to employees.
* Input retirees and term vesteds on pension system for transmittal to trustee.
* Processed benefit distributions.
* Resolved issues relating to retiree life and medical insurance.
* Processed disability retirements under plan's provisions.
* Oversaw relationship with third party administrators such as the plan's truste
es.
* Consulted with internal MIS department as well as outside consultants to devel
op more efficient ways of processing and transmitting pension data.
* Assisted in forming recommendations for policy development and implementation.

W. R. Grace & Company Boca Raton

, Florida 1991 - 1
997
Supervisor of Retiree Services (1995 - 1997)
Senior Pension Benefits Coordinator (1992 - 1995)
Pension Liability Systems Coordinator (1991 - 1992)
* Supervised the retiree services staff in the administration of life, medical,
disability and pension benefits for former employees.
* Supervised the production of monthly checks for 9,000 retirees with the depart
ment handling approximately 400 transactions per month.
* Resolved issues with participants including eligibility questions, deductions,
coverage elections, stop payment orders and pension check issues.
* Reviewed and approved data entry worksheets for deaths, recredits, adjustments
, medical and life insurance premium changes and federal and state tax election
changes for entry into the Pension Liability System (PLS).
* Oversaw annual communication of new premium rates, plan provisions and electio
n choices to retirees during open enrollment period.
* Oversaw accuracy of Inforce database as it relates to medical and life insuran
ce information.
* Coordinated the preparation of all life insurance claims to insurance carriers
.
* Resolved discrepancies between monthly reports run by PLS and Alpha4 (in-house
audit system).
* Maintained the post-retirement medical report used to calculate the medical pr
emium changes and deductions for transfer into PLS.
* Assisted with questions or problems that arose from trustees, vendors or insur
ance carriers.
* Coordinated the completion of a Cost of Living Adjustment (COLA) for retirees
into the computer system working with programming department to meet a two-month
 deadline.
* Developed automated program to produce retiree medical premiums for pension ch
ecks and ensure consistency of practices.
* Restructured pension department from the ground up after Grace's move from New
York to Florida.
Pension Investors Corporation North Miami Beach, Flor
ida 1990 - 1991
Staff Accountant
* Responsible for fully computerized reconciliation of over 400 pension trusts a
nnually including all related accounting functions.
* Interfaced effectively with corporate clients.
Integrated Financial Encino, Cali
fornia 1984 - 1
990
Pension Plan Administrator
* Supervised all facets of pension plan administration for corporate clients inc
luding details of defined benefit and defined contribution retirement plans.
* Extensive experience with trust balancing, actuarial calculations, preparation
of client tax forms and annual reports.
* Utilized FDP program and had exposure to 401(k) plans.
* Responsible for updating clients on applicable pension plan regulations regard
ing ERISA legislation and other vital IRS tax laws.
Education
B.A., Political Science/History, University of California, Los Angeles
Certified Paralegal in California
Computer Knowledge
PeopleSoft Windows Word Lotus Notes Exc
el