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Greg Boland

Principal, Relationship Manager
Dallas, TX, US

Tel: +1 214 8635523

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Education

  • BA, Business Management, Loras College
  • BA, Speech Communication, Loras College
  • MBA, DePaul University, Chicago, Illinois

Current Responsibility

Greg is a principal and relationship manager for Milliman's Southern Employee Benefits Practice (SEB) Pension Administration Services group in Dallas. He works closely with his clients to ensure that they are happy with all aspects of Milliman's defined benefit administration services for their plans.

Experience

Greg has worked in the defined benefit field since 1997 and has extensive experience managing various defined benefit administration teams and client relationships. His experience includes project management, operations management, and client relationship management. As a relationship manager, he works closely with his clients and the administration team to ensure that all administration deliverables are provided in a timely, accurate manner and that they exceed his client's expectations. He also provides peer review for items such as benefit calculations, distribution forms, trustee payment instructions, and various quarterly and annual items such as benefit statements and actuarial valuation files. His expertise includes specific projects such as lump-sum windows, mergers and acquisitions, plan trustee changes, large-scale data clean-up projects, workforce reduction (early retirement window) projects, retirement choice projects, and administrative system testing.

Prior to joining Milliman in 2004, Greg worked for more than seven years in the defined benefit practice of AonHewitt (formerly Hewitt Associates).

  • Work at Milliman

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