Beth Bland Email & Phone Number

Kansas City, Missouri, United States

 Responsible for maintaining all US jurisdictions of unclaimed property rules for the transfer agent system which serviced $17 trillion in mutual fund assets. Serve as the company expert for business partners and clients regarding all abandoned property compliance concerns.  Monitor states abandoned property legislation, document and communicate complex material into laymen’s terms for technical staff and clients regarding the impact on processes and procedures.  Maintain accurate records and legal documentation of state unclaimed property laws and regulations, as well as system rules and enhancements.  Monitor, maintain, and distribute a manual outlining the procedures for remitting various types of securities to each state administrator or their custodian as well as detailed instructions for remitting cash payments to the state.  Organize, coordinate, and facilitate quarterly meetings with over 250 senior-level client partners to maintain open dialogue as regulations change, obtain consensus, and to prioritize system enhancements to achieve directives and targets.  Manage Unclaimed property projects while serving as the subject matter expert to the Information Technology department to facilitate project requirements and system design to ensure efficient and compliant solutions are implemented.  Advocate for more holder and owner friendly laws in conjunction with various industry organizations.

Kansas City, Missouri, United States

 Served as companywide expert for business partners and clients regarding retirement tax regulations. Monitored all federal and state tax legislation as well as Employee Retirement Income Act (ERISA) plan requirements, documented and communicated rules and impact on internal processes and functionality of the system.  Monitored all federal and state pension withholding and reporting requirements annually to ensure accurate withholding agent reporting to taxing authorities and plan participants was correct.  Organized, coordinated, and facilitated quarterly meetings with over 150 senior-level client partners to maintain open dialogue as regulations change, obtain consensus, and to prioritize system enhancements.  Managed retirement projects while serving as the subject matter expert to the Information Technology department to facilitate project requirements and system design to ensure efficient and compliant solutions are implemented.

Overland Park, Kansas, United States

 Restructured existing businesses, targeting critical areas for improvement, to deliver increased profitability and performance.  Managed the accurate and timely filing of all client-related investor tax forms. In addition, managed, reconciled, and remitted all mandatory domestic and foreign federal and state withholding obligations and required withholding agent tax filings. Monitored federal and state legislation. Documented and communicated rules and impact on internal processes and functionality of custody system. Managed the accuracy of client collateral and tax related communications.  Handled, prioritized and problem-solved multiple tasks connected to multiple projects at one time. Documented reporting processes, procedures and implemented new on-line filing system. Developed job aids for Custody Administrators to improve internal processes which reduced information reporting errors to less than .03% and increased client survey rating from 60% to 95%. Reviewed software provider system enhancements to ensure information reporting changes were captured and educated business partners on changes to internal processes and procedures.

Kansas City, Missouri, United States

 Managed the accurate and timely filing of plan participant related tax forms. In addition, managed, reconciled, and remitted all mandatory domestic and foreign federal and state withholding obligations and required withholding agent tax filings. Identified, documented, and maintained formal procedures for federal and state withholding and reporting process. Recognized as subject matter expert on tax withholding and reporting of non-resident alien transactions. Completed internal audit as well as document rules and policies. Responsible for researching and resolution of IRS and state tax correspondence.

Kansas City, Missouri, United States

Enjoyed a career gaining experience by holding multiple positions while experiencing steady professional growth from assisting with the establishment and implementation of a new employee training program, multiple tax positions handling shareholder tax reporting to 1041 reporting, sales and use tax, and legal coordinator assisting attorneys review documents and ensure IT system enhancements were compliant.