Manager at ICMA-RC (a financial services firm specializing in retirement plan recordkeeping)
Washington D.C. Metro Area
- Current
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- Board Member at Tau Kappa Epsilon - Colony at the American University
- Chairman at Tau Kappa Epsilon - Beta Delta Chapter at the University of Maryland
- President at Washington, DC Area Tau Kappa Epsilon Alumni Association
- Vice Chairman at Tau Kappa Epsilon - Alpha Pi Chapter at The George Washington University
- Manager, Client Solutions Group at ICMA-RC
- Member at Life Loyal Teke
- Chairman at Tau Kappa Epsilon - Upsilon Theta Chapter at the University of Maryland, Baltimore County
- Province Advisor at Tau Kappa Epsilon - Chesapeake Province Regional Servicing Team
- Past
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- Chairman at Tau Kappa Epsilon - Pi Upsilon Chapter at Towson University
- Treasurer at Tau Kappa Epsilon - Beta Delta Chapter at the University of Maryland
- Vice President at Washington, DC Area Tau Kappa Epsilon Alumni Association
- Board Member at Tau Kappa Epsilon - Alpha Pi Chapter at The George Washington University
- Operations Supervisor (Client Solutions Group) at ICMA-Retirement Corporation
- Operations Systems and Compliance Specialist at ICMA-RC
- New Business Specialist at Daily Access Corporation
- Treasurer at Tau Kappa Epsilon - Nu Mu Chapter at the University of South Alabama
- Board Member at Tau Kappa Epsilon - Nu Mu Chapter at the University of South Alabama
- Education
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- University of Notre Dame
- University College Dublin
- University of South Alabama
- Recommended
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3 people have recommended Tony - Connections
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358
connections
- Industry
- Financial Services
- Websites
Tony Clemens’s Summary
Financial Services Manager with ten years of experience in retirement services, specializing in the administration of 401 and 457 retirement plans. A talent for analyzing problems, developing and simplifying procedures, and finding innovative solutions. Proven ability to motivate and work effectively individually and within team environments. Always looking to do the right thing.
Tony Clemens’s Specialties:
Knowledge of 401(k), 401(a), 403(b), 457, Defined Contribution, Deferred Compensation, ERISA, OmniPlus, OmniStation, OmniPay, Relius Administration, Quantech, Recordkeeping Systems, PlanConvert, OmniScript, TSO, User Acceptance Testing, Application Testing, Microsoft Office
Tony Clemens’s Experience
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Board Member
Tau Kappa Epsilon - Colony at the American University
(Financial Services industry)
November 2007 — Present (1 year 9 months)
Involved with a small group of volunteers helping an interest group at American University become an colony since November 2007. Effective November 2008, the men at American University were officially recognized by the university as a colony of Tau Kappa Epsilon Fraternity.
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Chairman
Tau Kappa Epsilon - Beta Delta Chapter at the University of Maryland
(Financial Services industry)
August 2007 — Present (2 years)
Promote the fraternity and leadership for the Beta-Delta Chapter of Tau Kappa Epsilon at the University of Maryland.
Chapter accomplishments include:
- Top TKE Award for 2007.
- Top TKE Award for 2008.
- Establishment of a 30-man house on 16-house Fraternity Row in August 2008. -
President
Washington, DC Area Tau Kappa Epsilon Alumni Association
(Civic & Social Organization industry)
August 2007 — Present (2 years)
The Washington, DC Alumni Association (DCAA) was established in 1984. Our mission is to aid men in their mental, moral, and social development for life.
The following chapters are in the Washington, DC area are supported by the DCAA:
- George Washington University
- Univeristy of Maryland
- George Mason University
- James Madison University
- Shepherd University
- Towson University
- Frostburg State University
- Salisbury State University
- Old Dominion University
- University of Maryland, Baltimore
- American University Colony
In 2008, 3 of the 11 chapters in the country who received the Top TKE Award were from the Washington, DC area (Towson, GWU, and UMD).
The DCAA, open to any TKE alumni and graduating seniors in the Washington, DC metropolitan area, holds many social events throughout the year for alumni, their families, and undergraduate members. To find out more about the alumni association, please visit www.dcteke.org. -
Vice Chairman
Tau Kappa Epsilon - Alpha Pi Chapter at The George Washington University
(Financial Services industry)
May 2007 — Present (2 years 3 months)
Promote the fraternity and leadership for the Alpha-Pi Chapter of Tau Kappa Epsilon at The George Washington University.
Chapter accomplishments include:
- Recieving 4 of 6 awards for the 2006-2007 academic year.
- Top TKE Award for 2008. -
Manager, Client Solutions Group
ICMA-RC
(Non-Profit; Financial Services industry)
September 2006 — Present (2 years 11 months)
The Client Solutions Group (CSG) is made up of 15 associates ranging from Associate I to Supervisor. The mission of CSG is to provide research and account adjustment processing for clients and other divisions in a timely and accurate manner.
On a daily basis, CSG researches issues related to account processing. The team works closely with all Client Services units to process account adjustments and provide correspondence to employers and participants as needed.
CSG works diligently to resolve issues within the established turnaround time, always focusing on quality and customer satisfaction. At the end of each quarter, CSG validates participant and employer statements to ensure accurate reporting of all financial activity. -
Member
Life Loyal Teke
(Non-Profit; Non-Profit Organization Management industry)
December 2005 — Present (3 years 8 months)
Life Loyal Teke is a program of the Fraternity, whose purpose is to gain commitments from each alumnus to support the Vision, Mission, and Purpose of Tau Kappa Epsilon.
Through the program, TKE hopes to gain more alumni advisors for our chapters, as well as resources to support the alumni developmental and educational programming efforts of the Fraternity. The Life Loyal program aims to set the expectation that support of the Fraternity is a lifetime commitment, which should provide better services to our chapters, strengthen the ties of brotherhood and make TKE a better fraternity.
The program stresses the notion that one truly dedicates themselves as a "Life Loyal Teke" when they make the transition to an alumnus member, and that continued support of the Fraternity is a lifelong obligation. -
Chairman
Tau Kappa Epsilon - Upsilon Theta Chapter at the University of Maryland, Baltimore County
(Financial Services industry)
May 2005 — Present (4 years 3 months)
Promote the fraternity and leadership for the Upsilon-Theta chapter of Tau Kappa Epsilon at the University of Maryland, Baltimore County.
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Province Advisor
Tau Kappa Epsilon - Chesapeake Province Regional Servicing Team
(Civic & Social Organization industry)
May 2003 — Present (6 years 3 months)
TKE's mission is to aid men in their mental, moral, and social development for life. In keeping with that ideal the Chesapeake Province Advisors work closely with each of our chapters to make sure they have the support structure they need.
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Chairman
Tau Kappa Epsilon - Pi Upsilon Chapter at Towson University
(Civic & Social Organization industry)
May 2003 — May 2008 (5 years 1 month)
Promoted the fraternity and leadership for the Pi Upsilon chapter at Towson University.
Chapter accomplishments include:
- Top TKE Award for 2008. -
Treasurer
Tau Kappa Epsilon - Beta Delta Chapter at the University of Maryland
(Civic & Social Organization industry)
June 2005 — August 2007 (2 years 3 months)
Promoted the fraternity and provided leadership for the Beta Delta chapter at the University of Maryland.
Worked with the chapter in setting up a workable budget, and monitored the budget throughout the year. -
Vice President
Washington, DC Area Tau Kappa Epsilon Alumni Association
(Civic & Social Organization industry)
November 2003 — August 2007 (3 years 10 months)
Supported the chapters and colonies in the DC metro area by providing: 1) Guidance, 2) Leadership and 3) Scholarship
The DCAA was established in 1984.
It is an award winning TKE alumni chapter, having received the Top Teke Alumni Association Award.
The group continues to provide fellowship and contact for fraters from numerous chapters amongst the fraternity.
Membership remains around fifty men, which represents recent graduates to retirees.
Although many of the members hail from different home chapters, we are all united by one common bond.
As an alumni association we strive to:
Expand our alumni brotherhood -
Board Member
Tau Kappa Epsilon - Alpha Pi Chapter at The George Washington University
(Civic & Social Organization industry)
October 2005 — May 2007 (1 year 8 months)
Promoted the fraternity and provided leadership for the Alpha-Pi Chapter of Tau Kappa Epsilon at The George Washington University.
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Operations Supervisor (Client Solutions Group)
ICMA-Retirement Corporation
(Financial Services industry)
June 2004 — September 2006 (2 years 4 months)
Streamlined department's processing in order to keep up with changing rules and to make overall processing more efficient.
Supervised a team of associates who processed adjustments for contributions, distributions, loan processing, and plan-wide corrections.
Provided detailed (monthly, quarterly, annual, and adhoc) reporting to large clients and ICMA-RC's board of directors.
Acted as a technical resource for the Client Services division; helped associates with more complex issues that required the use of Microsoft Access and/or reports using T933s or T966s and textfiles.
Proactively located potential problems and corrected them before they become larger issues. -
Operations Systems and Compliance Specialist
ICMA-RC
(Non-Profit; Financial Services industry)
June 2001 — June 2004 (3 years 1 month)
Prepared/analyzed trading reports looking for trading patterns that may be suspect, and took appropriate action.
Monitored, researched and assessed trading fees associated with excessive trading of mutual funds by investors.
Tested applications as they moved through the development phases, ensuring all problems were noted and corrected prior to moving the final product to a Production environment.
Worked with other departments in Operations as a liaison between the Operations and IT departments. Aided in drafting requirements for new procedures and applications to improve efficiencies.
Took a lead role in the documenting and reporting all testing issues related to the implementation of a new version of OmniPlus/OmniStation ensuring all proprietary systems interact with Omni correctly. -
New Business Specialist
Daily Access Corporation
(Financial Services industry)
September 1999 — May 2001 (1 year 9 months)
Trusted with setting up all funds with the mutual fund company for each new plan.
Converted and established plans from prior administrators onto DAC’s proprietary systems, which included the Relius Administration Recordkeeping System (Quantech).
Balanceed plan activity, reconciled the sub-accounting system and trust accounts held at various mutual fund families.
Provided information to plan sponsors, administrators, brokers and recordkeepers for retirement accounts including profit sharing, money purchase, 401(k) and 403(b) plans. -
Treasurer
Tau Kappa Epsilon - Nu Mu Chapter at the University of South Alabama
(Non-Profit; 11-50 employees; Civic & Social Organization industry)
April 2000 — April 2001 (1 year 1 month)
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Board Member
Tau Kappa Epsilon - Nu Mu Chapter at the University of South Alabama
(Non-Profit; 11-50 employees; Civic & Social Organization industry)
April 2000 — April 2001 (1 year 1 month)
Tony Clemens’s Education
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University of Notre Dame
BBA , Finance and Computer Applications , September 1996 — May 1999
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University College Dublin
Commerce 1997 — 1997
One of 8 students from Notre Dame who studied abroad at Univeristy College, Dublin in Dublin, Ireland during the spring semester. While there, I was housed in the graduate student housing, and interacted with students from many countries.
Unlike some study abroad programs, I was able to interact with the Irish students. I was in classes with Irish students rather than with the members of Notre Dame who were part of the study abroad program at UCD. -
University of South Alabama
Finance September 1995 — June 1996
- Activities and Societies:
- Tau Kappa Epsilon (TKE) Fraternity - Treasurer, Student Government Association Senator
Additional Information
Tony Clemens’s Websites:
Tony Clemens’s Interests:
Golf, Skiing, Reading, Running, Volunteering
Tony Clemens’s Honors:
ICMA-RC's President's High Achievement Award (2002, 2005),
Tau Kappa Epsilon Fraternity Key Leader Award (2006), a national award,
Tau Kappa Epsilon Fraternity Volunteer of the Month (June 2009), a national award that recognizes 12 volunteers annually
Tony Clemens’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
