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Mary Hart, CPC, QPA, QKA

Senior Client Service Manager
Dallas, TX, US

Tel: +1 214 8635589

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Professional Designations

  • Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries (ASPPA)
  • Qualified Pension Administrator (QPA), ASPPA
  • Qualified 401(k) Administrator (QKA), ASPPA
  • Completed the ASPPA exams RPF 1, RPF 2, PA 3, DC 1, DC 2, DC 3, DB, and CPC
  • Completed ASPPA Certified Pension Consultant modules
  • Completed Society of Actuaries (SOA) exams P and FM

Education

  • BS (Mathematics), Texas Christian University, Phi Beta Kappa

Current Responsibility

Mary is a senior client service manager for the Pension Administration Services team in the Milliman Southern Employee Benefits Practice (SEB). She coordinates the delivery of defined benefit administration services and is responsible for coaching and mentoring team members.

Experience

Mary has worked in the defined benefit field since 2006 and has experience in managing all areas of defined benefit administration. Her responsibilities include operations management, project management, and client relationship management. She provides oversight for the administration of benefit calculations, plan sponsor reports, and annual valuation and statement projects. Her expertise includes reviewing and interpreting plan documents and ensuring compliance with pension regulations. She has experience with traditional plans, union plans, cash balance plans, floor offset plans, governmental plans, and nonqualified plans.

Affiliations

  • Member, American Society of Pension Professionals and Actuaries (ASPPA)
  • Member, International Foundation of Employee Benefit Plans (IFEBP)
  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman