Our Company

Kari Jakobe, CPC, QPA, QKA, ERPA

Principal
Minneapolis, MN, US

Tel: +1 952 8975300

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Professional Designations

  • Certified Pension Consultant, American Society of Pension Professionals and Actuaries
  • Qualified Pension Administrator, American Society of Pension Professionals and Actuaries
  • Qualified 401(k) Administrator, American Society of Pension Professionals and Actuaries
  • Enrolled Retirement Plan Agent, Internal Revenue Service

Education

  • BA, Spanish, University of Minnesota

Current Responsibility

Kari is a principal and Operations Manager with the Midwest Employee Benefits practice of Milliman with offices in Chicago, Minneapolis, and Omaha. She joined the firm in 2005.

Experience

Kari is an Operations Manager for the Midwest Employee Benefits Practice. She has more than ten years of experience managing complex qualified and nonqualified retirement plans. She currently manages a large team of professionals who handle the administrative functions for defined contribution plans.

Kari participates on several Milliman committees and subcommittees, overseeing the development of Milliman's recordkeeping and ancillary systems.

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