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At OmO we are more about getting the work
done than talking about the work that has to get done. We strive
for accuracy and efficiency.
Our approach to resourcing a project is to use a
team of consultants who specialize in specific areas of an implementation
such as project management, data, communications, etc.
Heather Mann, Principal, Consultant
I have been working in the employee benefits implementation arena
for ten years, during which time I demonstrated the ability to develop
strategy and deliver results for companies such as American Express,
Bank of America, Barnett Bank, MBNA, Boatmen’s Bank, ExxonMobil,
and County of Orange government, just to name a few.
During these implementations I have effectively
partnered with vendors such as Fidelity Investments, Hewitt Associates,
Towers Perrin, EDS, and ACS.
Work History including a few projects worked:
Outsourcing Management Options LLC
Charlotte, NC
May 2007 – Present
Principal/Consultant
Bank of America
Charlotte, NC
July 2004 – April 2007
VP, Retirement Plan Implementation Lead
- Implementation of major Fleet Bank Pension
Plan redesign
- Conversion of Bank of America DB and DC plans
from ACS to Fidelity Investments
- Conversion of Fleet Bank DC Plan from Princeton
Retirement Group to Fidelity Investments
- Integration of MBNA 401(k) Plan into Bank of
America 401(k) Plans and conversion to Fidelity Investments
- Conversion of MBNA Pension Plan from EDS to
Fidelity Investments
Mellon HR Solutions (formerly
Unifi Network)
Fort Lee, NJ
August 2001 – June 2004
Communications Implementation Lead
Health & Welfare Implementation Lead
- Communications Lead for American Express H&W
Implementation
- Communications Project Manager for County of
Orange H&W Implementation
- Implementation Lead for Mobile Retiree H&W
systems conversion
- Implementation Lead for ExxonMobil Retiree
H&W Implementation
Bank of America (formerly NationsBank)
Charlotte, NC
September 1997-July 2001
Retirement Plan Design Analyst
AVP, Retirement Implementation Analyst
- 5500 lead for all NationsBank benefit products
- BankAmerica and NationsBank merger and retirement
outsourcing to ACS (formerly Unifi Network)
- Service Center conversion analyst
- Communications, Web, IVR conversion analyst
- Requirements business lead
- Project lead for imaging effort with ImageScan
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“Heather is collaborative and works as
a true partner to deliver the solution. She is a very strong Retirement
SME and understands not just the business implications, but
also how delivering the solution impacts the overall solution
end-to-end delivery, including impacts to vendor partners.”
“Heather understands the business requirements as well as
the technology. As a result, she is able to provide both
subject matter expertise and project management on complex transitions.”
Maurice Scafe
VP, Implementation Portfolio Leader
Fidelity Investments
“I
have worked with Heather Mann for approximately ten years involving
many diverse employee benefit
projects and have found her to be highly proficient in completing
each project. She has a broad knowledge
base, including payroll, benefits design, participant communications,
vendor management and trust
administration, which enables her to quickly grasp the complete
nature of each transition. This comprehensive
awareness of the issues and of the entities that are involved,
has made her a key player in the timely completion of successful
projects.”
Tom Hortenstine
SVP, Retirement Services
Bank Plans Bank of America Wealth & Investment Mgmt
“I
worked closely with Heather on the MBNA/Bank of America DC Benefit
Plan conversion from Hewitt Associates to
Fidelity. Her extensive knowledge, dedication, professionalism
and ability to see the big picture while not losing sight of the
finer details made the transition flow seamlessly...”
David Becker
Hewitt Associates
“I
have worked with Heather over the last couple of years. She has
demonstrated outstanding technical knowledge regarding the design,
and implementation of qualified and nonqualified retirement plans
(defined benefit and defined contribution plans). She also has
significant experience working with large complex organizations.”
Howard Markman
Partner
Towers Perrin
“If
you are looking for focus, intensity and a can do attitude...Look
no further than OmO. Their approach to business and outsourcing
is about collaboration across departments, functions and business
areas to get the job done right. That is all that matters in the
end.”
Eric Horwitz
CEO
GeM LLC
“I
have had the pleasure of working with principals of OmO for over
ten years. Their experience as both plan sponsor and as plan administrator
give them a unique perspective in managing complex benefits implementations.
They are able to carefully weigh a plan sponsor's critical plan
design requirements against the need to build and maintain a solution
that is easy to administer and communicate to plan participants.”
“OmO
possesses in-depth knowledge of DC, DB, H&W and Payroll products
and processes. They further have strong technical experience in
every phase of the implementation process including project definition,
requirements gathering, development, testing, communication, and
deployment. Their breadth and depth of experience makes them a
flexible and valuable asset on any project. Their engagement will
surely reduce a plan sponsor's implementation and ongoing costs
while increasing product quality and delivery.”
Chris Chiota
VP Implementation Major Accounts
Fidelity Investments
Heather
is extremely smart and detail oriented. She manages large projects
involving complex issues and multiple parties and departments
very well without losing sight of the details. I believe her skills
lie in the vast knowledge she has accumulated regarding what it
takes to launch and complete a successful retirement conversion.
She understands the technical systems needs as well as the need
to collaborate and work with outside vendors to achieve the best
possible outcome for her clients. I have no doubt she will become
an invaluable asset to any retirement conversion project saving
much time, money and frustration.
Ann West
ERISA Attorney
Moore & Van Allen PLLC
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