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Marianne Hauser, CPC, QPA, QKA

Defined Contribution Analyst
Albany, NY, US

Tel: +1 518 5147100

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Professional Designations

  • Certified Pension Consultant (CPC)
  • Qualified Pension Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)

Education

  • BS, Business, Skidmore College

Current Responsibility

Marianne is a defined contribution analyst with Milliman’s Northeast Regional Defined Contribution Processing Center in Albany, New York. She has been in the defined contribution field since 1993.

Her responsibilities include:

  • Daily recordkeeping
  • Balance forward recordkeeping
  • Compliance with ERISA and related regulations
  • Preparation of census data requests
  • Review and reconciliation of participant data
  • Calculation of employer contributions
  • Reconciliation of plan assets
  • Preparation of Form 5500 and other governmental forms
  • Assistance to plan auditors
  • Day-to-day assistance to the plan sponsor
  • Assuring client satisfaction with all of Milliman’s services

In addition, Marianne is responsible for all aspects of nondiscrimination testing and compliance issues for many of the clients in the processing center.

Marianne provides services to qualified and non-qualified defined contribution plans, including profit sharing, 401(k), 403(b), 457, and ESOP plans.

Affiliations

  • Member of the American Society of Pension Professionals and Actuaries (ASPPA)
  • Work at Milliman

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