Sherri Dunne
Broker at @properties
- Role
- Fund Administrator (Taft Hartley Db, Dc and Welfare Plans) at Wilson-Mcshane Corporation
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Sherri Dunne
Sherri Dunne is a dedicated advocate for her real estate clients who trust her judgement…
Experience
Fund Administrator (Taft Hartley Db, Dc and Welfare Plans)
May 2023 — Present · Downers Grove, IL, US
As a Fund Administrator with a Taft-Hartley Third Party Administrator, I manage the day-to-day operations and long-term administration of 11 multi-employer benefit plans, including defined benefit, defined contribution, and health & welfare plans. I work closely with Boards of Trustees and collaborate with a wide range of fund professionals to ensure effective governance, compliance, and strategic oversight.Key Responsibilities:Administer 11 Taft-Hartley benefit plans covering thousands of participants, ensuring compliance with ERISA and all applicable regulations.Serve as primary liaison to Boards of Trustees, preparing meeting materials, coordinating agendas, and providing administrative and operational support.Collaborate with legal counsel, actuaries, investment consultants, auditors, and other fund professionals to support plan operations and fiduciary responsibilities.Oversee plan funding, contributions, benefit disbursements, and vendor management for third-party service providers.Review plan documents, amendments, and trust agreements in coordination with legal and compliance teams.Monitor plan performance, financial reporting, and investment updates, facilitating informed decision-making for Trustees.Support collective bargaining activities with regard to plan provisions, employer contributions, and plan design impacts.Maintain confidentiality and data integrity in all aspects of fund administration.Skills & Expertise:Taft-Hartley Plans | ERISA Compliance | Defined Benefit & Contribution Plans | Health & Welfare Plan Administration | Trustee Relations | Vendor & Consultant Coordination | Legal & Regulatory Liaison | Fund Governance | Collective Bargaining Support | Multiemployer Plans
Education
University of Illinois Chicago School of Law
Doctor of Law (J.D.)
1996 — 1999
Skills
- Research
- Strategic Planning
- Management
- Event Planning
- Nonprofits
- Fundraising
- Admissions
- Student Affairs
- Legal Assistance
- Training
- Public Speaking
- Alumni Relations
- Customer Service
- Negotiation
- Mediation
- Real Estate
- Contract Negotiation
- Higher Education
- Legal Writing
- Student Engagement
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