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Irene Wong, QPA, QKA

Senior Pension Administrator
Walnut Creek, CA, US

Tel: +1 888 8814015

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Professional Designations

  • Qualified Pension Administrator (QPA), American Society of Pension Professionals & Actuaries
  • Qualified 401(k) Administrator (QKA), American Society of Pension Professionals & Actuaries

Education

  • BS (honors), Business Administration, California State University, Hayward

Current Responsibility

Irene is a senior pension administrator of the Balance Forward Department in Milliman's Walnut Creek, California, office. She is responsible for more than 70 clients, ranging from one-man plans to plans with more than 150 participants. She is also responsible for training new employees and streamlining the functions of the Balance Forward Department. Irene joined Lawrence Johnson and Associates (which Milliman acquired in 2006) in 1998.

Experience

Irene handles the entire work flow of administration, which includes trust accounting, quarterly valuations, annual administrations, and tax reporting. She is the contact for all of her clients and participants. She has also administered flexible spending plans.

  • Work at Milliman

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