Pension Specialist

DANIEL P. TYRRELL, CEBS

Bermuda
Home Email: danelt12@gmail.com


Experience and Work History:

June 2007 – Current Argus Group Limited Hamilton, Bermuda

Argus Group Limited is the largest provider of pension plan products and the premier pension plan administrator in Bermuda.

Assistant Vice President, Pensions Administration

§ Responsible for the day-to-day management of the Pensions Department, including direct supervision of plan administrators and administrative support personnel.

§ Manage numerous departmental and corporate projects involving computer systems upgrades, enhancement of the corporate website tools, work-flow analysis, and overall lead on re-engineering the department.

§ Responsible for staff development and training, including selection of third-party providers, customization and delivery of training and other programs.

§ Responsible for on-going client satisfaction and client relationship management for all pension clients.

§ Provide assistance in the compliance function where required, including liaising with regulators.

December 2001 – May 2007 Mackenzie Financial Corp. Toronto, Ontario

Mackenzie Financial Corporation is one of the largest mutual fund companies in Canada and its Groups and Pensions Department supports over 200 pension and 400 deferred profit sharing plans.

Pension Officer

§ Responsible for the review, negotiation, setup, registration, amendment and on-going compliance of a large number of defined contribution pension and deferred profit sharing plans, as well as managing the administration of all defined benefit, Individual Pension Plans.

§ Investigate, research, analyze and resolve complex compliance and administration issues with clients, independent financial advisors, outside agents, internal staff, and pension standards and taxation regulators in all (10) jurisdictions.

§ Act as an “in-house” technical resource to the Groups and Pensions staff, Mackenzie and M.R.S. Trust Company management, the firms’ combined Sales and Marketing teams and external brokers and financial advisors on most matters relating to defined contribution and defined benefit pension plans, as well as deferred profit sharing and foreign plans and retirement schemes.

§ Work with and support the Sales and Marketing team in its efforts to secure and grow both new and existing group business, including participation in client presentations, review of marketing and presentation materials, analysis of existing schemes and working with prospective clients and their financial advisors in resolving any issues that will help to ensure their move to, or selection of, Mackenzie as their carrier of choice.

July 2000 - September 2001 Pension Commission (Bermuda) Hamilton, Bermuda

The Pension Commission is a quasi government agency (“QUANGO”) responsible for the registration, regulation and supervision of all mandatory, privately sponsored pension schemes in Bermuda, as required by law.

Pension Officer

§ Responsible for the registration, monitoring and auditing of defined contribution and defined benefit pension plans, including multi-employer and Financial Institution Pension Plans (“FIPP”).

§ Training Commission staff and management in technical and compliance matters, including acting as the in-house pension resource for the Commission members and executive.

§ Drafting and preparation of a comprehensive training and reference manual for staff and management, including training materials and procedures.

Oct.1997- June 2000 Towers Perrin Toronto, Canada

Towers Perrin is one of the world's largest independent management and human resource consulting firms, with over 9,000 employees in 23 countries. It is owned and operated by its employees.

Benefits Team Supervisor / Manager, Canadian Specialty Call Centre

§ Managed the day-to-day and long-term operations of the Canadian Specialty Call Centre, including sales and marketing, personnel recruitment and project-specific training, operational budget preparation and control, and ultimately the delivery of the call centre’s diverse "one-off" services.

§ Managed a variety of defined benefit pension and employee group benefits-related projects, individually and simultaneously. Managed all aspects of each project, from the initial sale to staff recruitment and project training, physical set-up of the telephony and computers, in-house resource for Customer Service Representatives and Team Leaders.

§ Prior to the Specialty Call Centre, I was a contract supervisor of a team of Intermediate (Pension) Benefit Administrators involved in the review and processing of benefit option statements on defined benefit pension plan surplus distribution projects.

May 1996 – October 1997 – attended school to obtain computer-networking certifications (Microsoft and Novell).

Jan. 1993 – April 1996 Deloitte & Touche Inc. Toronto, Canada

Deloitte & Touche is one of the largest and most diversified public accounting and management firms in the world.

Manager /Senior Manager

§ Managed the day-to-day administration of a number of insolvent company defined benefit pension plans in various stages of wind-up, while simultaneously providing on-going consulting services to various audit and other clients of the firm not traditionally serviced by the Insolvency Department’s pension practice.

§ Recruited, supervised, built and managed a team of the best professional pension administrators and advisors, including actuarial staff, to be found in the industry.

§ Prepared operational, status and various financial reports to senior management, clients and regulators and negotiated with clients, advisors, suppliers and regulators on deliverables, timetables and fees.

Education

Certified Employee Benefits Specialist (CEBS);
Learning Enrichment Foundation, Toronto - Network Specialist Program;
Repairing, upgrading, and maintaining PCs, hardware and topology;
Microsoft Certified Product Specialist (Windows NT-Workstation and Server 3.5)
Novell Certified NetWare Administrator (CNA 3.x);
Carleton University, Ottawa – 2 years of an undergraduate BA in Law (incomplete);
Carleton University, Ottawa – 1st year of an undergraduate BA in Public Administration;
Algonquin College, Ottawa – 1st year Business Administration diploma;
Appraisal Institute of Canada – 8 of 10 requirements for accreditation;
Ryerson Polytechnic, Toronto – 1st year Public Administration diploma.

References: On Request