Sheila Wilson
About Sheila Wilson
Sheila Wilson serves as the Vice President of Compliance Services at Transamerica Retirement Solutions, where she has worked since 2012. With over 20 years of experience in compliance and pension services, she possesses extensive knowledge of IRS and DOL regulations related to retirement plans.
Current Role at Transamerica Retirement Solutions
Sheila Wilson serves as the Vice President of Compliance Services at Transamerica Retirement Solutions, a position she has held since 2012. In this role, she is responsible for overseeing compliance services related to retirement plans. Her work involves ensuring adherence to regulatory requirements and delivering high-quality service to clients. Based in Harrison, NY, she contributes her extensive knowledge of IRS and DOL regulations to support retirement plan clients effectively.
Previous Experience at Diversified Investment Advisors
Before joining Transamerica, Sheila Wilson worked at Diversified Investment Advisors for a total of ten years in various roles. She began as the Director of Pension Services from 1994 to 1996, then transitioned to Director of Technical Research/Pension Services from 1996 to 2002. Finally, she served as Vice President of Technical/Compliance Services from 2002 to 2012. In these positions, she developed expertise in compliance and technical services related to retirement plans.
Educational Background
Sheila Wilson earned her Bachelor of Arts (B.A.) degree in English Language and Literature from Barnard College. Her education has provided her with strong analytical and communication skills, which are essential in her roles within compliance services and retirement plan management.
Expertise in Retirement Plan Compliance
Sheila Wilson possesses extensive expertise in IRS compliance programs and legislation governing qualified and 403(b) retirement plans. She has in-depth knowledge of IRS and DOL regulations, as well as qualification issues related to retirement plans. Her ability to provide expert consultation on complex plan design and ERISA reporting is valuable to large institutional retirement plan sponsors.
Skills and Competencies
Sheila Wilson demonstrates excellent executive presentation skills and analytical problem-solving abilities. These skills enable her to deliver high standards of quality service at a senior management level. Her proficiency in compliance and technical aspects of retirement plans enhances her effectiveness in her current role and previous positions.