Tammy Randall

Senior Retirement Consulting Analyst at Mercer

Role
Senior Retirement Consulting Analyst at Mercer
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Retirement Consulting Analyst

    Mercer

    Apr 2019 — Present · Dallas, TX, US

    Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.•Provide analytical support to the assigned project team. •Attend, participate in and present at client meetings•Assist in managing projects, clients’ requests and enquiries•Manage/review/perform necessary calculations or analysis on plan design costing projects including analyzing current participant behavior, projecting costs based on static and projected populations over single or multiple years•Manage/review/assist in performing analysis of administrative fees for fee benchmarking and vendor search projects. Support drafting of RFIs/RFPs and analysis of vendor responses including review of vendor websites• Review with clients the results of the bidding process and provided recommendations on the proposal(s) to be presented.• Summarize, coordinate, and prepare materials required for consultants to provide a formal presentation to clients.• Prepare and coordinate announcement material for enrollment process on sold or transferred business based on benchmarking process.• Work with selected vendor representatives to coordinate all activity for a smooth implementation of new plans.•Manage/assist in nondiscrimination testing including ADP/ACP, coverage and general testing•Manage/review/assist on vendor-related projects such as vendor searches and fee benchmarking•Produce reports and presentation slides for projects assigned

Education

  • Cedar Valley College

    Associate’s Degree, Science

    2014 — 2016

  • University of North Texas at Dallas

    Master of Business Administration - MBA, Human Resources and Organizational Behavior

    2017 — 2018

  • University of North Texas at Dallas

    Bachelor of Arts - BA, Psychology

    2016 — 2017

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Tammy Randall — Senior Retirement Consulting Analyst at Mercer in Dallas, TX, US | Unifers