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Katherine Smith, CPC, MBA, QPA, QKA

Relationship Manager
Portland, OR, US

Tel: +1 503 2270634

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Professional Designations

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

Education

  • BS Business, East China University of Science and Technology.
  • MBA, City University in Seattle, Washington

Current Responsibility

Katherine is a relationship manager and defined contribution plan consultant with the Portland, Oregon, office of Milliman.

Katherine is currently responsible for consulting primarily on defined contribution plans. She assists clients with plan design, provides ongoing review of plan operations and recommendations for change when needed, and reviews plan demographics. Katherine also recommends ways to improve participation, reviews compliance tests, and recommends possible steps to avoid or mitigate test failures. Her key objectives are to ensure a client’s plan is serving its intended purpose of helping employees save for retirement effectively and to make sure plan design and operations are in sync.

Experience

Katherine has more than 15 years of consulting and recordkeeping administration experience involving operations, compliance, employee education, merger and acquisition (M&A), plan conversions and integration strategies. Her relationship management and consulting expertise include assisting clients with plan design, plan implementation, and ongoing administration of retirement programs.

Prior to re-joining Milliman in 2014, Katherine was the operations leader in a global employee health and benefits firm in Hong Kong for three years. Katherine also worked as training director with a major third-party administrator firm before joining Milliman in 2006.

Affiliations

  • Member, American Society of Pension Professionals & Actuaries
  • Member, Western Pension & Benefits Conference
  • Work at Milliman

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