Transition Strategies, LLC

Learning and Development

• Design and develop comprehensive, end-to-end curricula for mid- to senior-level ESOP administrators (Primary focus) and 401k administration (Secondary)
• Translate complex topics (e.g., compliance, governance, valuation, fiduciary responsibilities, and plan administration) into structured, learner-centered educational experiences
• Align curriculum to clearly defined learning outcomes, professional standards, and real-world application
• Create high-quality instructional materials, including facilitator guides, participant workbooks, assessments, case studies, and scenario-based learning
• Apply adult learning theory and best practices (e.g., experiential learning, problem-based learning, and assessment-driven design)
• Design content for multiple delivery modalities, including instructor-led training, virtual learning, blended programs, and self-paced learning
• Partner closely with subject matter experts (SMEs), ESOP/401k practitioners, and internal stakeholders to ensure technical accuracy and relevance
• Facilitate design sessions and content reviews with SMEs and leadership
• Incorporate stakeholder feedback while maintaining instructional integrity and learning effectiveness
• Establish and maintain instructional design standards, templates, and style guidelines
• Evaluate learning effectiveness using assessments, learner feedback, and performance outcomes
• Continuously refine curriculum based on learner needs, industry changes, and program goals

Senior Curriculum and Instructional Design Consultant

Administration

• Manage all aspects of ESOP plan administration, including:
• Recordkeeping
• Compliance testing
• Distributions and loan processing
• Governmental and regulatory reporting
• Serve as the primary point of contact for high-profile clients
• Lead, mentor, and support a team of ESOP Consultants
• Ensure accuracy and compliance across client engagements
• Solve complex plan-related technical issues
• Maintain professional and proactive relationships with clients and internal teams
• Support ongoing process improvements and best practices

Manager, ESOP Administration

• Oversee the administration of complex ESOPs
• Supervise a team of administrative consultants and/or ESOP Managers
• Serve as the escalation point for difficult plan administration and compliance issues
• Provide consultative services to clients on ESOP regulations
• Build strong, proactive relationships with clients
• Mentor and train team members
• Identify and lead initiatives to improve administration processes
• Contribute to the development of ESOP best practices
• Participate in strategic planning and performance evaluation meetings

Senior Curriculum and Instructional Design Consultant

Manager, ESOP Administration

Director, ESOP Administration