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Nathan D. Sherman, CPC, QPA

Principal, Pension Consultant
Portland, OR, US

Tel: +1 503 2270634

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Professional Designations

  • Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries (ASPPA)
  • Qualified Pension Administrator (QPA), American Society of Pension Professionals and Actuaries (ASPPA)

Education

  • BA, Economics, Rutgers University

Current Responsibility

Nate is a principal and serves as a pension consultant with the defined contribution practice in the Portland, Oregon office of Milliman. He joined the firm in 1991.

Experience

Since 1987, Nate has worked with a variety of defined contribution plans, especially 401(k) plans, profit sharing plans, and money purchase plans. Currently, he works almost exclusively with daily valued plans in the area of design, implementation, communication, compliance, administration, and consulting. He leads 401(k) plan employee meetings on various topics on a regular basis.

Nate has served as team leader for the daily recordkeeping group of the Portland, Oregon office. In this capacity, he coordinated daily administration workflow in conjunction with the Milliman Retirement Plan Administration System (RPAS).

Nate has served as a member of the Milliman RPAS Development Committee, helping to oversee development of Milliman’s in-house daily recordkeeping system.

Affiliations

  • Member, American Society of Pension Actuaries (ASPPA)
  • Member, Western Pension and Benefits Conference
  • Work at Milliman

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