Kimberly Shannon
Smithville
Summary
Dynamic Regional Pension Manager at Wilson McShane Corporation, with exceptional work ethic, and desire to go above and beyond to exceed company expectations. Expert in compliance oversight, team collaboration, data analysis, and problem-solving, ensuring accuracy and efficiency in pension processes. Recognized for enhancing operational workflows, and ensuring exceptional quality in service delivery. Comprehensive experience implementing new processes and managing and planning innovations. Polished in evaluating employee performance and overseeing key projects.
Overview
22
22
years of professional experience
Work History
Regional Pension Manager
Wilson McShane Corporation
04.2024 - Current
- Collaborated with COO on pension department operations across multiple offices.
- Facilitated communication with client Trustees, attorneys, consultants, and actuaries.
- Prepared and documented minutes for Board of Trustee and Committee meetings.
- Coordinated joint efforts with clients’ professional teams to ensure project success.
- Disseminated client deliverables to internal staff and monitored task completion.
- Maintained relationships with internal staff, external professionals, and vendors to provide exemplary TPA service.
- Executed plan changes with accounts receivable, finance, IT, and claims to guarantee accuracy.
- Monitored legislative developments affecting clients and ensured compliance with ERISA regulations.
Pension Department Manager / Fund Administrator
Wilson McShane Corporation
01.2014 - 02.2024
- Work directly with client Trustees, attorneys, consultants, actuaries and other professional stakeholders.
- Prepare, attend and document client Board of Trustee and Committee meetings.
- Work with client’s professional team collaboratively on assigned joint work efforts.
- Disseminate client directed deliverables to internal staff members and monitor completion of tasks.
- Interface with internal staff and external professionals and vendors to deliver best-in-class service TPA to all clients.
- Participate in executing plan changes internally with accounts receivable, finance, IT, claims, etc. to assure accuracy.
- Monitor legislative items impacting clients.
- Participate in new client implementations and other projects.
- Provide administrator support on project initiatives related to assigned clients.
- Oversight of daily, monthly, and annual pension department processes including customer service, Plan procedures/letters/forms, training, workflow, staffing, reporting, and month-end and year-end reconciliation.
- Monitor work performed by staff for accuracy, attention to detail, and timeliness to ensure staff is consistently meeting production and quality requirements.
- Monitor files being reviewed by attorneys and actuarial companies and ensure files are returned in a timely manner.
- Research, write, and review pension appeals for presentation to the Appeals Committee.
- Maintain effective communication and working relationships with management and staff as well as clients, government agencies, unions, participants, attorneys, and consultants.
- Interpret and follow the rules outlined in Plan Documents and assist in implementation of Plan changes.
- Ensure compliance with ERISA and other regulatory and legal guidelines.
- Review/track/approve time off requests and timesheets.
- Handle escalated issues relating to all Pension Plans.
- Perform other duties and projects as assigned.
Retirement Plans Supervisor
Boilermakers National Funds
10.2012 - 12.2013
- Review/audit tasks: applications for distribution, loan and/or death benefit payments, Military Service Credit, IRS Levies, QDRO segregations, account corrections, etc.
- Contribute to high quality work environment.
Annuity Trust Supervisor
Boilermakers National Funds
03.2012 - 09.2012
- Reviewed and approved or denied time off requests and timesheets for payroll processing.
- Responded to employee inquiries regarding departmental questions and concerns.
- Coordinated daily operations, including monitoring work and phone activities.
- Audited and approved applications for distribution, loan payments, Military Service Credit, and account corrections.
- Maintained records of processing counts, tracking errors systematically.
- Handled escalated calls from examiners or other departments requiring special attention.
- Trained new employees on departmental procedures and updates as necessary.
- Wrote and implemented procedures to ensure compliance and efficiency in operations.
Annuity Trust Analyst
Boilermakers National Funds
02.2011 - 03.2012
- Audited and approved all tasks, including applications for distribution and account corrections.
- Maintained records of processing counts and identified errors.
- Resolved escalated calls from examiners or other departments to address complaints.
- Trained new employees on departmental procedures and best practices.
- Developed and updated department procedures to enhance operational efficiency.
- Responded to staff inquiries regarding processing protocols.
- Contributed to a high-quality work environment through collaboration and support.
Annuity Trust Unit Leader
Boilermakers National Funds
10.2008 - 02.2011
- Resolved escalated calls from examiners and departments to address complaints.
- Coordinated phone scheduling and workflow optimization to enhance efficiency.
- Updated procedures to improve management and operational flow within department.
- Trained claims examiners on responsibilities to ensure regulatory compliance.
- Tracked and distributed departmental workflow to optimize task management.
- Monitored QDRO site for accuracy and timely request processing.
- Assisted walk-ins by addressing inquiries and concerns effectively.
- Developed policies to streamline departmental operations and improve efficiency.
Claims Examiner
Boilermakers National Funds
05.2004 - 10.2008
- Processed distribution, loan, and death benefit applications with high efficiency.
- Determined eligibility for requested actions to ensure compliance with regulations.
- Calculated QDRO benefits and managed segregation of QDROs accurately.
- Logged and resolved ACH returns to uphold precise financial records.
- Assisted participants with account inquiries and benefits processing via inbound calls.
- Reinstated, suspended, or recalculated benefits based on individual participant needs.
- Executed special projects as assigned, contributing to overall team objectives.
- Terminated pension benefits for deceased participants following established policies.
Education
Some College (No Degree) - Various ERISA Certificates
IFEBP
Kansas City, MOSome College (No Degree) - Early Childhood Education
Penn Valley Community College
Kansas City, MOSome College (No Degree) - Various Men's Leadership Certificates
Women's Leadership
Kansas CitySkills
- Attention to detail
- Analytical thinking
- Data analysis
- Dependability
- Organizational skills
- Problem-solving expertise
- Time management/Task completion
- Team collaboration
- Communication skills
- Microsoft Office Suite
- SharePoint proficiency
- 10-key data entry
- COBOL/Emulator platforms
- Web-based processing tools
- Account management strategies
- Taft-Hartley Benefits
- Compliance oversight
- Training and development
References
References available upon request.
Timeline
Regional Pension Manager
Wilson McShane Corporation
04.2024 - Current
Pension Department Manager / Fund Administrator
Wilson McShane Corporation
01.2014 - 02.2024
Retirement Plans Supervisor
Boilermakers National Funds
10.2012 - 12.2013
Annuity Trust Supervisor
Boilermakers National Funds
03.2012 - 09.2012
Annuity Trust Analyst
Boilermakers National Funds
02.2011 - 03.2012
Annuity Trust Unit Leader
Boilermakers National Funds
10.2008 - 02.2011
Claims Examiner
Boilermakers National Funds
05.2004 - 10.2008
Some College (No Degree) - Various ERISA Certificates
IFEBP
Some College (No Degree) - Early Childhood Education
Penn Valley Community College
Some College (No Degree) - Various Men's Leadership Certificates
Women's Leadership