Shelly Borden

CPC, QPA, QKA

DB Client Relations Manager II

Dallas, TX, US

Shelly Borden is a client relations manager for Milliman’s Employee Benefits Administration and Consulting Practice. She is a team leader in the Defined Benefit Administration Services Group, which provides services to qualified and nonqualified defined benefit pension plans. She is directly responsible for all aspects of the day-to-day operations of her team, including workflow, data management, forms processing, pension calculations, and retiree payment administration for clients. She is responsible for ensuring that all work is completed in accordance with practice standards governing quality assurance and timely delivery. Shelly is also experienced in working with multiple public plans with complex union rules. She joined Milliman and the retirement industry in 2009.

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Experience

Shelly has extensive experience in managing all administrative aspects of defined benefit corporate and public retirement plans. Her experience includes the day-to-day management of the team, special projects, benefit calculations, calculation testing, oversight of the implementation of new clients, data management, training of junior staff members, and monthly events processing.

Professional Designations

Certified Pension Consultant (CPC), American Socieity of Pension Professionals and Actuaries (ASPPA)
Qualified Pension Administrator (QPA), ASPPA
Qualified 401(k) Administrator (QKA), ASPPA

Affiliations

Member, American Society of Pension Professionals and Actuaries (ASPPA)

Publications

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Article

Public Plan Administration: Finding structure when the normal rules are thrown out

02 July 2021 - by Stephanie Sorenson, Shelly Borden

These plans are not subject to ERISA, but it’s important to understand where IRS rules and regulations are still relevant, and where separate guidelines apply.

Shelly Borden

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Experience

Read their latest work

Public Plan Administration: Finding structure when the normal rules are thrown out

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Shelly Borden

Read their latest work

Public Plan Administration: Finding structure when the normal rules are thrown out

CHOOSE A LOCATION AND LANGUAGE