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Katherine Smith, CPC, MBA

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 serves as a defined contribution relationship manager for the Northern Region offices of Milliman. She rejoined the firm in 2014.

Katherine manages approximately 20 diverse clients in varying industries.

Experience

Since 1999, Katherine has worked with a variety of defined contribution plans, especially 401(k) plans, profit sharing plans, money purchase plans, ESOP plans and nonqualified plans.

Katherine works closely with clients on the technical and administrative functions of their qualified plans (including recordkeeping, plan compliance, disclosure, audits, determination of benefits, and plan termination). She currently works primarily with daily valued defined contribution plans in the area of plan design, implementation, communication, compliance, administration, and consulting.

Katherine served as a team leader and senior benefits administrator with the defined contribution practice in the Walnut Creek, California, office of Milliman from 2006 to 2011.

Prior to rejoining Milliman in 2014, Katherine was the operations leader in a global employee health and benefits firm in Hong Kong. She has extensive operations experience in leading and managing risk insurance and flexible benefits administration.

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