Stephen Moyer

Background

About Stephen Moyer

Thorough, accomplished Senior Defined Contribution and ERISA Benefits Executive with 15 plus years of experience across both relationship management and fiduciary roles with some of the nation’s premier financial institutions. Enthusiastic advocate of continuous quality improvement and driving results that far exceed business objectives. Subject matter expert possesses significant knowledge of complex plan design, transition management and compliance testing. Business Development Increased new business fee revenue for Delaware and South Jersey markets by $75K per year from 1996 to 2001. Implemented comprehensive calling effort targeted at $20MM and larger bank relationships with 80% increase in calling activity. Corporate lenders were introduced to fee-based PNC Institutional products which achieved a goal of increasing relationship revenue, and profitability without incurring further credit exposure.Fiduciary Oversight Transitioned 380 accounts with value of $1.6B to new trust platform from June to December 2010. Provided fiduciary oversight and initiated new business committee approval procedure for TPAs. Acted as primary source for all ERISA Certified Statement questions and audit inquiries. Relationship Management Designed proactive relationship management strategy to lift customer service rankings above 80% excellent goal. Established regular customer checkpoints based on client asset size. All plans met with Relationship Managers for check point meetings. Business retention improved from 75% to 93% within 3 years of implementationSpecialties: Regulatory Compliance Unique Plan Design Strategic Planning IRS/ERISA Regulations Business Development Third Party Administration Outsourcing Projects Custody/Trust Agreements Taft-Hartley Plans Business Conversion Relationship Management Investment Management