Biography

Charlie Yovino is the principal for Global HR GRC, and is a writer and speaker on HR governance, risk management, and compliance (GRC).  His most recent book is Undivided Loyalty: Retirement Plan Governance and How to Reduce and Manage Fiduciary Risk. Prior to creating Global HR GRC, Charlie led the Atlanta Global HR Services (GHRS) practice for PwC and was a national resource for HR and benefit plan GRC, focusing on financial management, risk management and controls, transaction effectiveness, and HR operational excellence.

Prior to joining PwC, Charlie was a tax/ERISA associate with a Washington, DC law firm, and served as a Senior Reviewer in the Employee Plans Technical and Actuarial Division in the National Office of the IRS.

Charlie received his B.A. (cum laude) in history (with honors) from Hofstra University, a J.D. from American University, and a Masters of Law in Taxation from Georgetown University Law Center.

Among the variety of projects on which Charlie consulted, are:

  • Design and administrative considerations for all types of qualified and nonqualified retirement plans, including preparation of administrative manuals and quality controls
  • Compliance, controls, risk management and governance reviews covering all plan and benefit types (including qualified retirement plans, nonqualified plans, COBRA, HIPAA, ACA, cafeteria plans, and others), which in the aggregate benefit approximately 3 million participants
  • Developing strategy and implementation roadmap for global HR compliance organization
  • Evaluate global benefit plan governance, compliance and risk management and propose strategy to improve GRC
  • Training of plan committee members and employee benefits and internal audit personnel
  • Work-flow and staffing studies of employee benefits departments
  • Plan spin-offs, mergers and terminations
  • Due diligence reviews and golden parachute calculations
  • Total benefit program design and implementation following corporate spin-offs
  • Implementing benefits-based tax strategies, such as 404(k) dividend deductions
  • Project management of complex benefit program implementations, including open enrollment, benefit outsourcing, vendor transitions, and global GRC reviews involving 7-32 countries
  • Benefit plan vendor searches and reviews

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