Andrea Will
Kansas City,MO
Summary
Dedicated financial wellness professional focused on developing impactful programs that empower employees to achieve financial success. Expertise in managing large-scale retirement plans and creating educational seminars to enhance employee understanding and engagement.
Overview
1
1
Certification
21
21
years of professional experience
Work History
RETIREMENT PLAN SPECIALIST
Black and Veatch
Kansas City, KS
11.2025 - Current
- Manage retirement plan administration and compliance for a global engineering, construction and consulting company with over 10,000 employees and 4.5 billion in assets.
- Demonstrate effective communication skills by facilitating effective daily interaction and collaboration with executives, professionals, financial institutions, plan advisors, and committee members.
- Creation and reorganization of recruitment tools, onboarding and enrollment guides, financial wellness initiatives and live events to improve engagement and financial knowledge.
RETIREMENT PLAN COORDINATOR
Children’s Mercy
Kansas City, MO
08.2020 - 10.2025
- Directed day-to-day administrative operations and regulatory compliance efforts supporting a workforce of 8,000+ employees and $1.9B in assets for Children’s Mercy, a leading nonprofit pediatric health system.
- Created and coordinated financial educational seminars for all employee levels on basic and complex topics.
- Initiated an annual financial wellbeing event connecting employees with financial providers, increasing participation by 15%.
- Coordinated pre-retirement in person event for employees within 5 years of retirement to promote retirement readiness.
- Determined eligibility for employer matching contributions and employer-funded plans, notified employees, and explained steps to access retirement benefits, enhancing understanding of employer contributions and overall retirement benefits.
BENEFITS MANAGER
Zachry Group
San Antonio, TX
06.2005 - 05.2016
- Reduced employer cost of retirement plan by 10% through implementation of a Safe Harbor model, enhancing employee benefits and creating educational materials for plan change rollout.
- Developed creative and engaging retirement plan campaigns resulting in a 25% increase in employee participation across 100 job sites.
- Presented new employee orientation and company acquisition onboarding for retirement plan benefits, ensuring clear understanding and appreciation of the benefits.
- Coordinated quarterly plan investment committee meetings, facilitating discussions and documenting decisions for effective plan management.
- Negotiated and maintained cost effective vendor relationships through bi-weekly meetings, annual reviews, and Request for Proposals (RFP).
Education
Bachelor of Arts -
University of Texas at San Antonio
San Antonio, TXMaster of Business Administration -
Capella University
Minneapolis, MNSkills
- Retirement Plan Administration
- Regulatory Oversight
- Retirement Readiness Programs
- Financial Program Launch and success metrics
- Financial Wellness and Benefit Events
- Presentation Development & Delivery
- Employee Onboarding and Engagement
- Participant Education
- Client Relationship Management
- Vendor Negotiations
Certification
- Certified Employee Benefits Specialist (CEBS) RPA1
- AI Training and Certification - CoPilot and Google AI
- PSCA Signature National Award - 401k Day Campaign
Timeline
RETIREMENT PLAN SPECIALIST
Black and Veatch
11.2025 - Current
RETIREMENT PLAN COORDINATOR
Children’s Mercy
08.2020 - 10.2025
BENEFITS MANAGER
Zachry Group
06.2005 - 05.2016
Bachelor of Arts -
University of Texas at San Antonio
Master of Business Administration -
Capella University