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Angel H. Morris, QKA, QPA

Defined Contribution Analyst
Albany, NY, US

Tel: +1 518 5147100

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Professional Designations

  • Qualified 401(k) Administrator (QKA)
  • Qualified Pension Administrator (QPA)

Education

  • AAS, Business, Schenectady Community College

Current Responsibility

Angel is a defined contribution analyst with Milliman's Northeast Regional Defined Contribution Processing Center in Albany, New York. She joined the firm in 1998.

Experience

Angel's responsibilities include:

  • Balance-forward recordkeeping
  • Compliance with ERISA and related regulations
  • Preparation of census data requests
  • Review and reconciliation of participant data
  • Reconciliation of plan assets
  • Maintenance of historical database
  • Preparation of IRS Form 5500 and other governmental forms
  • Assistance to plan auditors
  • Day-to-day assistance to the plan sponsor
  • Drafting of plan amendments and summary plan descriptions
  • Preparation and review of benefit distribution packages
  • Preparation and review of participant loan packages
  • Assuring client satisfaction with all of Milliman's services

In addition, Angel is responsible for all aspects of nondiscrimination testing and compliance issues for many of the clients in the processing center.

She provides services to qualified and non-qualified defined contribution plans, including profit sharing, 401(k), 403(b), 457, and ESOP plans.

Affiliations

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

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