Kimberly Williams
Richmond
Summary
Accomplished HR and benefits professional with 20+ years of experience driving operational excellence in health and retirement programs. Proven expertise in defined contribution plan management, compliance audits, mergers/acquisitions, and vendor transitions. Adept at interpreting plan documents, ensuring regulatory compliance (ERISA, IRS, DOL), and leading system integrations. Highly skilled in cross-functional collaboration, data integrity, and participant communications.
Overview
14
14
years of professional experience
Work History
Lead Benefits Analyst – Retirement
Kelsey-Seybold Clinic
02.2018 - Current
- Lead all aspects of 401(k) plan administration, including vendor transitions, payroll integrations, and contribution funding.
- Oversaw recordkeeper transitions (Valic → Prudential; Empower → Fidelity) and PBM changes (Optum RX ↔ Express Scripts).
- Acted as benefits lead during multiple acquisitions, assessing plan comparisons and ensuring smooth transitions.
- Collaborated with IT and Payroll to implement Oracle HCM; resolved data errors and streamlined processes.
- Administered QDROs; ensured compliance with legal requirements and plan documents.
- Supported annual audits; coordinated data sharing with auditors and payroll.
- Led bi-weekly benefit orientations and provided participant communication during plan changes.
Benefits Analyst – Health & Welfare / Retirement
Service Corporation International
03.2011 - 02.2018
- Managed 401(k) administration and compliance; coordinated payroll, funding, and reconciliation.
- Facilitated plan mergers and participant communication due to M&A.
- Reviewed and processed QDROs; corresponded with legal contacts and alternate payees.
- Supported 5500 filings, PCORI fees, and federal compliance.
- Resolved exceptions across retirement and H&W platforms; collaborated with Workday and recordkeepers.
- Acted as Tier 2 support for escalated benefits inquiries.
Education
MBA - In Progress
Prairie View A&M University
Prairie View, TX08.2025
Bachelor of Business Administration - Human Resources Concentration
University of Phoenix
Houston, TX09.2007
Skills
- Defined Contribution (401k) Plan Administration
- Compliance & Regulatory Reporting
- Vendor & Recordkeeper Management
- System Integrations
- Audit Support
- Merger & Acquisition Benefits Transition & Due Diligence
- Data Reconciliation & Error Resolution
- Employee Education & Communication
- Oracle
- Lawson
- Workday
- PeopleSoft
- SAP
- ADP
- MS Excel (Advanced)
- PowerPoint
- Access
- Outlook
- Siebel
Timeline
Lead Benefits Analyst – Retirement
Kelsey-Seybold Clinic
02.2018 - Current
Benefits Analyst – Health & Welfare / Retirement
Service Corporation International
03.2011 - 02.2018
Bachelor of Business Administration - Human Resources Concentration
University of Phoenix
MBA - In Progress
Prairie View A&M University
Similar Profiles
AMBER BROWNEAMBER BROWNE
RN Supervisor – Primary Care and Specialty at Kelsey-Seybold Clinic (River Oaks)RN Supervisor – Primary Care and Specialty at Kelsey-Seybold Clinic (River Oaks)
Katherine OwenKatherine Owen
Senior Director, Nursing Services at Kelsey-Seybold ClinicSenior Director, Nursing Services at Kelsey-Seybold Clinic
Josue GarciaJosue Garcia
ASR at Kelsey Seybold ClinicASR at Kelsey Seybold Clinic
Ylene MendozaYlene Mendoza
Ambulatory Service Representative 1 at Kelsey Seybold ClinicAmbulatory Service Representative 1 at Kelsey Seybold Clinic
SHAWN RICHARDSONSHAWN RICHARDSON
IT Specialist | Data Center Manager at Defense Logistics AgencyIT Specialist | Data Center Manager at Defense Logistics Agency