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MARTIN KOGAN
martinkogan@yahoo.com
SUMMARY OF QUALIFICATIONS
An accomplished experienced manager of client service and administration focused in the pension services area. Thorough knowledge of applicable legislation and best practices through lengthy experience with a complex defined benefit multiemployer pension plan with over 30,000 participants and 25 employers. Initiated and implemented process changes to improve productivity and service levels.
PROFESSIONAL EXPERIENCE
THE COLLEGES OF APPLIED ARTS AND TECHNOLOGY PENSION PLAN, TORONTO, ON 1996 – 2008
Director, Client Service
Managed the client relationships and administration of a defined benefit pension plan with 25 participating employers and over 30,000 participants.
• Processed, through a staff of six, in excess of 1,000 terminations and retirements annually with a two week turn-around period, 95% of the time.
• Set a 48 hour reply standard for all written, email and telephone enquiries, accomplished 99% of the time
• Solved local administration issues and provided updates of new developments in legislation and amendments at the plan a program of annual visits to the 25 participating employers through an annual visit program
• Developed and presented educational sessions for new and employer administrators thereby reducing enquiries by 15% and improving service at the employer level
• Created and delivered information sessions for plan participants which were presented at employer locations across the province, averaging 15 sessions a year.
• Reorganized the service delivery model from specialist to generalist thereby improving quality of service as well as staff job satisfaction thereby improving staff moral substantially.
• Coordinated the development and installation of pension administration computer systems, Arial from Morneau Sobeco and Penfax from James Evans & Associates, from specifications to user testing to improve system functionality and thereby improve service delivery
ONTARIO MUNICIPAL RETIREMENT SYSTEM (OMERS), TORONTO, ON 1991 – 1995
Manager, Managed Plans
Managed the timely administration of two defined benefit pension plans with a total of 32,000 participants and 26 employers.
• Provided third party pension administration to two pension plans which involved in excess of 800 terminations and retirements per year within legislative deadlines at all times.
• Led staff through the development and installation of a complex mainframe administration system and a subsequent stand alone system thereby improving service delivery
• Maintained excellent staff morale in a politically charged situation resulting in high staff retention.
• Represented the organization on the Pension Consultative Committee, an adversarial tripartite committee established by government and maintained an excellent relationship with all parties involved.
CANADA REVENUE AGENCY, OTTAWA, ON 1990 – 1991
Pension Officer
Reviewed defined benefit pension plans for compliance with the Income Tax Act and replied to hotline enquiries into the new pension adjustment system and general legislative issues
• Provided expert information on the legislation regarding pension adjustments responding to approximately 1,000 calls each year.
• Reviewed about 250 pension plan texts annually and provided feedback in writing on legislative deficiencies
• Provided input to regulators regarding issues raised by actuaries and other pension advisors
MARTIN KOGAN martinkogan@yahoo.com PAGE 2
MAIL BOXES ETC., NEPEAN, ON 1990 – 1991
Franchise Owner
Operated a franchise business with specialization in services to small business owners
• Established the first franchise of this type in the Ottawa area
• Increased the business in the store by 25% in the second year of operation
UNIVERSITY OF TORONTO, TORONTO, ON 1982 – 1989
Manager, Accounting (1988-1989)
Managed a staff of 25 in general accounting, restricted fund accounting, accounts payable, capital accounting and the computer control centre
• Provided timely reports and year-end statements for the organization
• Reviewed restricted funds for compliance with restrictions
• Reviewed output for compliance with policy
• Compiled and reported on a budget of $500 million
Manager, Payroll (1982-1988)
Managed a staff of 12 in paying 10,000 employees of the university and controlling benefit plan costs
• Analyzed experiences of benefit plans and recommended changes
• Reviewed tax compliance and identified required changes
• Provided analysis of actuarial data for pension valuations
• Represented payroll area in salary negotiations and advised on implications of proposed settlements
EDUCATION
Humber College, Toronto, PPAC
Canadian Institute of Chartered Accountants, CA
McGill University, Montreal, Quebec, Diploma in Education
McGill University, Montreal, Quebec, BA in Psychology and History
VOLUNTEER EXPERIENCE
Bereaved Families of Ontario, Treasurer and Chair of the Finance Committee
Parents Action on Drugs, Board Member and member of the Finance Committee |