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Gerald R. Erickson, CPC, QPA, QKA, AIF®

Principal
Minneapolis, MN, US

Tel: +1 952 8975300

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Professional Designations

  • Certified Pension Consultant, American Society of Pension Professionals and Actuaries
  • Qualified Pension Administrator, American Society of Pension Professionals and Actuaries
  • Qualified 401(k) Administrator, American Society of Pension Professionals and Actuaries
  • Accredited Investment Fiduciary®, fi360
  • Series 65, Registered Investment Advisor
  • Series 63 securities licensing (Inactive)
  • Series 6 securities licensing (Inactive)

Education

  • BA (cum laude), Social Science, University of North Dakota

Current Responsibility

Gerald is a Principal and Benefits Consultant with the Midwest Employee Benefits practice of Milliman, which has offices in Chicago, Minneapolis, and Omaha. He joined the firm in 1996.

Experience

Gerald's consulting experience is focused in the areas of design and implementation of defined contribution retirement plans. In addition, he is familiar with a variety of other qualified and nonqualified retirement plans. His background includes marketing and communications.

Gerald is actively involved in setting the direction of Milliman's defined contribution services and the Midwest Employee Benefits practice, with a focus on multiemployer plans. He is currently a member of Milliman's Marketing Committee, Marketing Focus Group, and Multiemployer Focus Group.

Gerald previously served on Milliman's Employee Benefits Steering Committee. He also served as chairman for the Defined Contribution Strategic Planning Group and the Marketing Focus Group and is a former member of the Oversight Committee for Milliman's Employee Benefits Research Group in Washington, D.C. Gerald also participates on various subcommittees.

Affiliations

  • Member, American Society of Pension Professionals and Actuaries
  • Member, Society of Professional Asset Managers and Recordkeepers
  • Member, International Foundation of Employee Benefit Plans
  • Work at Milliman

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