Our Company

Therese Scheer

Retirement Plan Consultant
Omaha, NE, US

Tel: +1 402 3939400

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Professional Designations

  • Certified Public Accountant (currently as sole proprietor)

Education

  • BSBA, Accounting, University of Nebraska, Omaha

Current Responsibility

Therese is a consultant with the Omaha, Nebraska, office of Milliman. She rejoined Milliman in 2002 after working with the firm from 1994 to 1996.

Experience

Therese has 14 years of experience in the qualified retirement plans area, working primarily with defined contribution plans of closely held businesses. She established and managed a recordkeeping practice for a local CPA firm. Therese now acts as a reviewer of governmental filings, plan documents, employer contribution calculations, nondiscrimination testing, and balance-forward allocations.

Therese specializes in helping small- to medium-sized employers properly design retirement plans to achieve their overall benefit objectives. She has worked with many clients in areas such as QDROs, IRS/DOL examinations, and other compliance issues.

Affiliations

  • Executive Board Member, Pension Council of the Midlands
  • Practitioner Representative, Internal Revenue Service TE/GE Council, Central Mountain Division
  • Work at Milliman

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