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Click here or scroll down to respond to this candidateCandidate's Name
Dallas, TX Street Address
EMAIL AVAILABLE
PHONE NUMBER AVAILABLE
Dynamic and Respected Benefit Services Industry Executive with comprehensive knowledge of ERISA
and fiduciary governance as well as retirement plan and benefits management. Extensive experience
and proven success managing complex projects, including vendor transition, and implementing large-
scale plan design changes. Proven ability to integrate and synthesize information quickly and create
effective strategies that successfully retain clients, improve client satisfaction, and increase growth
and profitability. Recognized by clients and peers for ability to successfully teach, coach, and guide
clients through the complexities of 401(k) administration. Innovative leader who builds strategic
relationships that drive access to future growth. Trusted advisor who motivates and mentor s diverse
stakeholders to drive change, manage expectations of constituents and maximize business results.
Driven to achieve excellence, high standards of quality for self and others, strong goal orientation.
Ability to be proactive and able to work with limited direction to prioritize tasks under narrow time
limitations, and appropriately communicate changes and progress. Team player effective in a fast-
paced environment.
Work Experience
Principal Consultant
Gohlke Enterprises, LLC
January 2016 to Present
A boutique benefit consulting firm focused on insurance, defined benefit, defined contribution, retirement
planning and related services.
Recognized entrepreneurial opportunity and founded this consulting firm to provide retirement defined
contribution, defined benefits and non-qualified provider consulting. Partner with start-up companies,
consulting firms, industry investment firms, plan sponsors and plan providers across the retirement
industry. Worked as a subject matter expert for Ivy Exec Research and GLG. Assisted with HRIS payroll
conversion, Health and Welfare, compensation studies, Vendor RFP s and RFI s.
Retirement Plan Benefit Manager
Balfour Beatty US - Dallas, TX
April 2023 to 2024
Global construction company based in the UK.
Manager of Retirement \ Benefit plans for 8 plans with 3 recordkeepers in the US and Canadian plans for
Balfour Beatty headquartered out of the UK. Managed audit engagements, contracts, searches and was
responsible for vendor management. Worked with the IRS and DOL on plan audits to get plans compliant
with ERISA. Retirement plan committee member. Human Resources (HR). Researched and worked
directly with investment advisors on investment strategies that would maximize retirement dividends.
Educated and advised employees on regulatory requirements tax implications and administrative
considerations of retirement plans including the Secure 2.0 legislative requirements. Provided expert
administration of nonqualified plans. Drafted and maintained quarterly and annual plan performance
reports; completed all regulatory 5500 filings and audits. Recommended revisions and modifications to
plans based on performance. Served as the ranking management member and subject matter expert
in developing and properly preparing compliance programs under ERISA the Internal Revenue Code and
other laws and regulations.
Served as the subject-matter-expert on benefit plans advising leadership on the current state of benefits
and proposed program enhancements, supporting labor relations during union negotiations, and working
with internal and external partners ensuring successful project implementation outcomes. Developed
and maintained positive relationships with plan administrators' financial advisors, benefits brokers and
other service providers and vendors. Relius, Workday, ADP, oracle and Ceridian experience.
Retirement Plan Benefit Manager
Aimbridge Hospitality - Plano, TX
September 2022 to April 2023
A global hospitality firm that manages hotels.
Oversaw retirement programs for various levels of employees including 401(k) and nonqualified
executive deferral plan. Analyzed programs identifying opportunities for improvement and enhancement;
researches and recommends changes to executive staff. Managed the day-to-day activities related
to the retirement plan including weekly funding administration. Researched and proposed investment
strategies that will maximize retirement dividends. Educated and advised staff on improvements with
HRIS system. Filed all 5500's and completed all audits. Worked on Union negotiation tracking and
enforcement. Assisted with Health and Welfare plan annual enrollment site testing and fielding questions
from employees on Insurance coverage, leave administration, Life insurance, vacation time and other
programs. Workday, Relius & Salesforce.
Worked with HRIS and payroll to ensure proper deductions and system coding. Serve as the subject-
matter-expert on benefit plans advising leadership on the current state of benefits and proposed program
enhancements, supporting labor relations during union negotiations, and working with internal and
external partners ensuring successful project implementation outcomes Audited union coverage outlined
in 50+ individual union bargaining agreements and ensured system was set up properly.
VP - Retirement Partners
Bankers' Bank - Remote
September 2021 to September 2022
A bank that offers services and products for community banks such as secondary
Market Mortgages, bank cards, commercial banking, financial advisors, and lending. boutique financial
consulting firm focused on defined benefits, retirement planning and related services.
Launched start up Retirement Partners initiative. Helping regional banks and their customers with their
various retirement plan needs. Worked with Retirement Plan Committee s to select optimal retirement
fund line-ups. Assisted in setting up 3(21) and 3(38) advisor relationships. Helped provide fiduciary
training and best practices. Series 65 licensed with CPFA accreditation. Salesforce CRM, LPL affiliation.
Vice President
Defined Contribution Callan Associates, Ltd.
February 2015 to June 2016
An investment consulting firm advising on more than $2 trillion in total fund sponsor assets.
Recruited to provide industry expertise and consulting services. Partnered with clients to understand
their strategic and financial objectives, working with committees to identify the best retirement plan
providers to meet their employees' retirement needs. Negotiated recordkeeping fees on the behalf of
clients with plans ranging from $2 million to $18 billion in assets thru RFP and RFI process.
Performed research and authored industry white papers and industry updates related to defined
contribution landscape.
VP -Sr Relationship Manager
T. Rowe Price
January 2010 to January 2015
An asset management firm focused on strategic investing to help client achieve their long-term
investment goals - $1.13 trillion in assets under management.
Responsible for managing a book of business with assets totaling approximately
$3.4B. Successfully retained clients, improved client satisfaction, and increased the company's growth
and profitability.
Effective plan management of large, complex full-service, defined contribution, institutional and 403(b)
clients, resulting in a 93 percent client retention.
Developed, coached, and led teams responsible for providing service to clients, increasing overall client
satisfaction by 88%. Delivered top-tier service, strategic support, and value-added consultation to clients
with the objective of retaining, expanding, and maintaining sustainable profitability for the relationship.
Led project teams through 37 conversions with communication initiatives, exceeding client satisfaction
goals.
Series 6, Series 63, and Series 7 Licenses
VP - Relationship Manager
Vanguard
January 2004 to January 2010
A Financial Service firm advising on more than $5.6 trillion in global assets.
Facilitated long-lasting, relationships with clients, delivering valued, consultative service resulting in
increased client retention, client satisfaction, and profitability. Became a trusted advisor for client,
influencing the decision-making process while strategically positioning Vanguard capabilities and
maximizing cross-sell opportunities. Made sound recommendations to clients and internal stakeholder
to adjust plan provisions to maximize efficiencies; led the change management process.
Effective plan management of large, complex full-service, defined contribution, institutional and 403(b)
clients, resulting in 100 percent client retention.
Developed, coached, and led teams responsible for providing service to clients, increasing overall client
satisfaction by 90% Delivered top-tier service, strategic support, and value-added consultation to clients
with the objective of retaining, expanding, and maintaining sustainable profitability for the relationship.
Led project teams through multiple internal system conversions with best practice initiatives.
Series 6 and Series 63 Licenses
Retirement Plan Manager
Brunswick Corporation
January 1999 to January 2004
A world leader in marine propulsion, boat and fitness, Brunswick Corporation is publicly held with sales
over $5.2B and 16,000 employees.
Managed and led retirement staff of 14 companies owned by Brunswick, responsible for $900M in DC
assets and $1 B in DB assets working in Human Resources and
Treasury. Froze Defined Benefit plan and created $5M in recordkeeping cost by consolidating 14 DC
plans into one master Safe Harbor plan. Lead for DC conversions and implementations. Lead education
consultant and planner. Worked on numerous acquisitions. Partnered with Payroll for company payroll
conversion to consolidate 14 companies into one single payroll system. Presented new plan options to
and educated employee with in-person meetings.
Pension Specialist.
William M Mercer & Associates
January 1997 to January 1999
Designed DB calculator for Mercer s first outsourced client
Bell South.
Pension Specialist.
Aon Hewitt Investment Consulting, Inc.
January 1996 to January 1997
Worked on first outsource engagement to assist with pension cleanup for GTE.
Education
Bachelor's Degree in Business Administration and Management, General
University of Wisconsin
1990 to 1993
Skills
Senior leadership
Budgeting
Leadership
Negotiation
Project management
Asset management
Project implementation
Supervising experience
Human resources
Account reconciliation
Customer service
Hospitality
Workday
Payroll
Oracle
Financial management
Public speaking
Mentoring
Portfolio management
Project leadership
Business management
Business development
Strategic planning
Lean
Communication skills
Analysis skills
Salesforce
Balance sheet reconciliation
FMLA
Employment & labor law
Benefits administration
Management
Sales
SOX
Continuous improvement
Recruiting
Talent acquisition
Presentation skills
CRM software
Financial sales
Links
LINKEDIN LINK AVAILABLE
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