Karen Matingou

Partner @Atessa Benefits Is Now Mirador Retirement Solutions

San Diego, CA, US
EMAILS
k••••••••@atessabenefits.com
MOBILE NUMBERS
+18•••••••96

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WORK HISTORY

Jan 2008 — Present

Partner @Atessa Benefits Is Now Mirador Retirement Solutions

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San Diego, CA, US

Engaged to streamline operations for this employee benefits administration and compliance firm. Purchased partnership interest in 2015.• Reduced labor costs by 40% through organizational restructuring initiatives and development of client resource guides and SOPs which captured historical practices, incorporated learning, and continuously improved operations and business process excellence.• Grew revenue by 15% through new business and expansion of scope to existing clients, including the launch, growth and spin-off a new service line.• Project Manager for Onboarding, Plan Cashouts, Plan Terminations, and Deconversions for clients including Viad Corp, Newell Brands, Thermo Fisher Scientific and General Atomics.• Led cross-functional team of up to 25 executives and specialists serving mid-to-large size companies (including those in the Fortune 500 top ten list). • Acquired in-depth knowledge of evolving compliance requirements, industry trends, and market dynamics to protect clients and their employee benefit plans, anticipate needs and deliver solutions.

EDUCATION

N/A

University of California, Berkeley

Bachelor of Arts - BA

N/A

Peking University

Education Abroad Program

N/A

UC San Diego Extended Studies

Product Management Professional Program

N/A

UC San Diego

Master's degree

SKILLS

InvestmentsErisaBenefits AdministrationPension AdministrationProgram ManagementExecutive Pay401(K) Retirement Savings PlansPensionsExecutive ManagementBusiness Process ImprovementDeferred CompensationEmployee BenefitsComplianceTrainingConsultingRetirementSmall BusinessMergers & AcquisitionsFiduciary ConsultingEntrepreneurshipManagementRetirement PlanningFinancial Advisory401kFiduciary ManagementProject ManagementDefined BenefitHuman ResourcesProcess ImprovementLeadership

ABOUT KAREN MATINGOU

Seasoned leader and highly experienced in program and project management, process…

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