1. Lori A. Noonan
38701 Laurenwood
Wayne MI 48184
Cell: (734) 377-1168
Email: lorigreeneyes48@hotmail.com
Highly motivated, team player with exceptional customer service skills. Ability to multi-task
and work well under pressure. Excellent interpersonal skills, dependable, and reliable. Highly
organized and systematic.
Summary of Qualifications
· Over ten years of experience in Human Resources field specializing in Retirement
administration.
· Multiple years of experience managing teams, writing performance appraisals,
interviewing, hiring, performance improvement plans, and terminations.
Employment History:
Consultant, Total Rewards – Retirement, CHE Trinity Health, 10/1/13 to 7/29/14
· Oversees and coordinates annual department projects, initiatives and calendar to ensure
timely completion, providing guidance and problem resolution as needed.
· Leads and participates in the design and development of Total Rewards Retirement
programs, plan provisions, associated costs and policies. Reviews, writes and modifies
program plans and related administrative policies and procedures. Plans, defines and
validates a communication philosophy and approach in order to increase colleague
understanding and appreciation of the retirement plans. Leads or participates in
organization-wide or system sponsored special projects or initiatives, from a Total
Rewards - Retirement perspective.
· Maintains an informed position on all service delivery activities and related issues
affecting the overall delivery, effectiveness or quality of programs within Total Rewards
Retirement area and provides ad hoc management of service center team per Director.
· Provides consultative and analytical support of legal compliance activities related to the
Retirement Plans including Qualified Domestic Relations Orders (QDROs), summary
plan descriptions, and ensuring operational and administrative compliance with the Plan
document and summary plan descriptions. Provides oversight in the authorization of
QDROs to ensure compliance with Plan documents.
· Provides consultative support overseeing the service provider management team in
setting participation goals and objectives; developing employee communication and
educational materials; and in ensuring monitoring of legal compliance related to the
administration of the defined benefit plan document review and maintenance of
Retirement Program summary plan descriptions as needed.
· Oversees and coordinates the annual audit of the Retirement Plans with both external and
internal auditors.

2. · Maintains a working knowledge of the defined benefit Plans. With the Defined
Contribution Manager, provides final approval of defined benefit system updates to
TAPE and development of related communications.
· Serves as a subject matter resource, providing guidance, training and problem resolution
to internal colleagues, retirees and others regarding Retirement policies, processes and
services.
· Provides consultative support and assists in the development of administrative linkages
between the defined benefits and defined contribution plans such as termination
processing, QDROs and the development and maintenance of an employee databases.
· Responsible for the maintenance and update of various internal spreadsheets, generated
letters and forms.
· Provides training and guidance to Lead Analyst on internal processing (i.e., evaluation
process and other related HR functions, payments to the bank, etc.) and leadership
services.
Manager, Defined Benefit Plan – Retirement, CHE Trinity Health, 10/1/10 to 9/30/13
· Manages, organizes and directs the day-to-day activities of the Customer Service Center.
Responsible for hiring, training, coaching, evaluation and termination of pension
administration staff. Manages the quality of customer service provided to participants,
retirees, attorneys, and others. Directs the staff on how to respond to exception situations
and investigates/resolves escalated customer inquiries.
· Responsible for retirement payments of approximately $156 million per year.
· Manages the review, testing, and on-going integrity and credibility of the Pension
administration database. In consultation with Plan auditors, develops, tests, implements
and evaluates system security procedures.
· Manages legal compliance activities related to the administration of the defined benefit
plans including QDROs, Summary Plan Descriptions (SPDs) and monitoring that the
plan operations are consistent with the Plan document as well as the SPDs.
· Provides oversight in the authorization of QDROs to meet regulatory requirements to
include the calculation of benefits to the alternate payee and exception processing.
Supervises associates through the DRO qualification process and manages DRO process
through the automated system
· Manages systems upgrades to pension calculator with regards to Plan and/or regulatory
changes, M&A activity, union issues, etc.
· Works closely with external vendors including actuarial, legal, accounting, and pension
consulting firms.
Team Lead, Trinity Health Retirement Program, 1/10/2010 to 10/1/10
· Worked closely with DB manager, actuary and legal counsel on the Hackley divestiture.
Was intimately involved from the early planning stages to the development of forms, all
aspects of QDRO management, the on-site counseling of Hackley employees, through
payment of the benefits.

3. · Lead task force discussion on current pension packet, worked with outside vendors, and
designed and implemented a new user-friendly election packet for the Cash Balance Plan.
This initiative streamlined our packet and initiated system updates to streamline data
entry of pension election from seven points of entry to one.
· Checked, reviewed, and processed 1,600 re-retirement calculations in February to ensure
pension benefits were accurately calculated.
· Authorized to do final checking of disbursement authorizations to Bank Trustee, which
results in the payment of pension annuities and lump sums in excess of $100 million
annually.
· Planned, organized, and directed the day-to-day activities of the Customer Service
Center. Responsible for hiring, training, and evaluation of the pension administration
staff. Managed the quality of customer service provided to participants, retirees,
attorneys, and others. Directed staff on how to respond to exception situations and
investigated/resolved complex customer inquiries.
· Ensured accurate and timely pension administration resulting in timely completion of
tasks and timely payment of benefits. Lead and facilitated team meetings to discuss
existing assignments and issues, reviewed and assigned new tasks and provided ad hoc
training as needed.
· Managed the legal compliance activities related to the administration of the defined
benefit plan, including QDROs.
· Managed service provider customer service support to ensure completion of assignments
and resolution of outstanding pension claims and administrative disputes.
· Assisted DB manager with data compilation related to merger, acquisition, and
divestiture activity.
·
Pension Plan Analyst, Trinity Health Retirement Program, 1/07-1/09/2010
· Assisted DB manager with project management and support of pension plan function,
including the development and implementation of system changes.
· Assisted DB manager in leading the Call Center team.
· Monitored and adjusted workflow of staff to ensure 24-hour turnaround and quality
objectives met.
· Designed, developed, and implemented automation of Domestic Relations Orders in
pension administration system.
· Along with the DB Manager, responsible for verification and authorization of pension
payments.
· Due to regulatory changes, developed new Retirement election forms and worked
extensively with external vendors to ensure changes were accurate and in place timely.
· Responsible for annual valuation process to ensure data integrity.
· Developed the 2008 Educational Symposium presentation for the DB manager.
· Managed multiple projects including Mercy High School 4% rollup project, Match lump
sum clean up project, 2003 Termination Interest payout project, ARC payments for
pension purposes, scanning and system enhancements.
· Oversaw annual DB updates to pension website.

4. · Trained HR representatives at MO level on pension matters.
· Began scanning project for all M&A activity.
Pension Specialist, Trinity Health Retirement Program, 2/06-1/07
· Responsible for ad hoc projects per direction of Director and DB manager.
· Triaged phone calls from retirees, active associates and HR representatives regarding
pension matters utilizing on-line phone tracking system.
· Responsible for processing QDROs calculations under guidance of pension coordinator
and DB manager.
· Wrote training documentation and served as trainer for the team.
Sr. Retirement Plan Representative, Trinity Health Retirement Program, 2/04-2/06
· Triaged phone calls from retirees, active associates and HR representatives regarding
pension matters utilizing on-line phone tracking system.
· Input data entry of participant information into the pension administration system.
Disseminated output to ensure accurate and timely distribution of pension data and
retirement benefit disbursement.
· Processed information received from participants, retirees, beneficiaries, vested
terminations, and Plan Representatives for accuracy. Checked accuracy of system
generated estimates and projections of retirement benefits.
Seasonal Business Coordinator, Borders Group Inc., 4/02-2/04
· Managed all aspects of Day by Day Calendar Company and other seasonal businesses
including obtaining necessary permits and licenses for over 800 stores across the US.
· 24/7 point of contact for issues related to set up/break down of seasonal business stores
and kiosks.
Secretary to the Director, Plymouth-Canton Community Schools, 1/01–4/02
· Provided administrative assistance to Director of Elementary Education.
· Arranged conferences, managed Director’s schedule, maintained departmental budgets,
assisted with grant preparation and financial accounting, and related duties.
Administrative Assistant, Kelly Services, 7/01-10/01
· Provided temporary administrative support to Borders Group Inc.
Administrative Assistant, Snelling Personnel, 9/99-2/01
· Provided temporary assistance to Special Projects, FDX Supply, and NYCE Corporation.
Customer Service Representative, Henry Ford Medical Center, 1/98-6/98
· Updated and maintained patient records, scheduled appointments and referrals, served as
recorder for team meetings, tracked lost billing records, and related duties.

5. Medical Assistant, Henry Ford Medical Center, 7/95-12/97
· Provided assistance to physicians in OB/GYN clinical procedures, provided patient care,
prepared administrative paperwork, scheduled clinical procedures, performed EKGs,
triaged patient calls, took active role in departmental meetings, administered injections
for Fall flu clinic, served as float to other departments as needed.
Accountant/Auditor, Best Western Hotels, 4/90-10/90
· Audited daily cash flow, prepared daily financial reports, balanced financial books of
hotel on daily basis, provided customer service as needed.
Admin Asst, Westinghouse Environmental & Geotechnical Services, Inc., 3/89-4/90
· Worked on marketing projects, scheduled meetings and conferences, transcribed
engineering reports, performed typing, filing and related duties.
Budget Analyst, Harvard University, JFK School of Government, 1/88-4/88
· Analyzed financial data for Dean of Financial Services, worked on budget management
team for the Kennedy School.
Office Manager, Harvard University, JFK School of Government, 1/85-12/87
· Hired and supervised support staff and teaching assistants for Center for Business and
Government. Responsible for computer systems, analyzed financial data and prepared
financial reports, conference manager, wrote Director’s manual on Center’s history and
programs for new Director, served as liaison to Director.
Education:
· Concordia College, Bachelor of Arts, Human Resources, 4/97-6/01
· Ross Business Institute, Medical Assistant Certificate, 10/95-7/96
· Ohio University, 9/81-6/84
· Indian Valley North High School, High School diploma, 9/76-6/80

6. Medical Assistant, Henry Ford Medical Center, 7/95-12/97
· Provided assistance to physicians in OB/GYN clinical procedures, provided patient care,
prepared administrative paperwork, scheduled clinical procedures, performed EKGs,
triaged patient calls, took active role in departmental meetings, administered injections
for Fall flu clinic, served as float to other departments as needed.
Accountant/Auditor, Best Western Hotels, 4/90-10/90
· Audited daily cash flow, prepared daily financial reports, balanced financial books of
hotel on daily basis, provided customer service as needed.
Admin Asst, Westinghouse Environmental & Geotechnical Services, Inc., 3/89-4/90
· Worked on marketing projects, scheduled meetings and conferences, transcribed
engineering reports, performed typing, filing and related duties.
Budget Analyst, Harvard University, JFK School of Government, 1/88-4/88
· Analyzed financial data for Dean of Financial Services, worked on budget management
team for the Kennedy School.
Office Manager, Harvard University, JFK School of Government, 1/85-12/87
· Hired and supervised support staff and teaching assistants for Center for Business and
Government. Responsible for computer systems, analyzed financial data and prepared
financial reports, conference manager, wrote Director’s manual on Center’s history and
programs for new Director, served as liaison to Director.
Education:
· Concordia College, Bachelor of Arts, Human Resources, 4/97-6/01
· Ross Business Institute, Medical Assistant Certificate, 10/95-7/96
· Ohio University, 9/81-6/84
· Indian Valley North High School, High School diploma, 9/76-6/80