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Donna Bianchi, QPA, QKA, CPC

Employee Benefits Consultant
Albany, NY, US

Tel: +1 518 5147100

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Professional Designations

  • Qualified Pension Administrator (QPA), ASPPA
  • Qualified 401(k) Administrator (QKA), ASPPA
  • Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries (ASPPA)

Education

  • BS, Finance, Siena College

Current Responsibility

Donna is a consultant and team leader in Milliman's Northeast Defined Contribution Regional Processing Center in Albany, New York. Donna joined the firm in 2000.

Experience

Donna and her team are responsible for providing the following services to their 401(k), profit-sharing, 457, and 403(b) clients:

  • Daily recordkeeping services
  • Compliance with ERISA and related regulations
  • Review and reconciliation of participant data
  • Reconciliation of plan assets
  • Preparation of IRS Form 5500
  • Assistance to plan auditors
  • Day-to-day assistance to the plan sponsor
  • Drafting of plan documents, plan amendments, and summary plan descriptions
  • Review of benefit distribution packages
  • Review of participant loan packages

The primary goal of Donna's team is to provide high-quality service to clients and to assure client satisfaction with all of Milliman's services.

In addition, Donna provides consulting services to her clients with respect to plan design and employee communications.

Donna previously worked in the insurance industry.

Affiliations

  • Member, American Society of Pension Professionals and Actuaries
  • Work at Milliman

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