Abbey Shively
Senior Retirement Plan Manager | Pooled & Bundled Plans | Acquisition Integration Experience | Client & Advisor Relationship Management
- Role
- Senior Plan Manager at Voya Financial
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Abbey Shively
I am a Senior Retirement Plan Manager with experience servicing pooled and bundled retirement plans in high-volume financial services environments.Most recently, I supported post-acquisition integration efforts following the transition of OneAmerica’s retirement book of business to Voya Financial. During this period of organizational change, I maintained full plan administration responsibilities, resolved 10–30 client inquiries daily, and contributed to the successful transition of 300 retirement plans while preserving service continuity.Throughout my career, I have built strong relationships with plan sponsors and financial advisors, delivering responsive service, operational accuracy, and consistent SLA performance.My background spans retirement plan administration, investment operations, incentive consulting, and client relationship management. I thrive in fast-paced environments that require adaptability, attention to detail, and collaborative problem-solving.I am currently exploring opportunities in retirement plan management, client relationship leadership, and financial services operations where I can continue delivering stability, scale, and strategic service excellence.I am passionate about helping businesses grow, expand, and operate efficiently, leveraging my skills in Microsoft Outlook, Tax Credits, and Incentives. If you are looking for a site selection expert who can help you achieve your goals, or simply want to connect, feel free to reach out. I would love to hear from you and discuss how I can support your organization\'s success.
Experience
Senior Plan Manager
Jan 2025 — Present · Indianapolis, IN, US
Contributed to post-acquisition integration efforts by transferring client relationships and operational workflows, ensuring seamless service continuity during organizational restructuring. Maintained full ownership of plan administration, processing contributions, distributions, participant transactions, and plan-level requests while consistently meeting SLA standards. Served as a primary point of contact for small-plan sponsors and financial advisors, resolving daily inquiries and delivering timely issue resolution. Partnered cross-functionally to mitigate service risks and maintain operational consistency throughout transitional periods.
Education
Saint Joseph's College
Bachelor of Arts - BA
2014 — 2017
Valparaiso University
Customer Experience Program
2022
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