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Jon Lloyd, ERPA, QPA, QKA

Benefits Consultant
Dallas, TX, US

Tel: +1 214 8635500

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Professional Designations

  • Enrolled Retirement Plan Agent (ERPA), Internal Revenue Service
  • Qualified Pension Administrator (QPA), ASPPA
  • Qualified 401(k) Administrator (QKA), ASPPA

Education

  • BS, Portland State University

Current Responsibility

Jon is a benefits consultant for Milliman’s Southern Employee Benefits Practice (SEB) in the Dallas office. He joined the firm in 2007. His responsibilities encompass:

  • Client management
  • Plan administration
  • Plan design and compliance consulting
  • Issue resolution

Experience

Prior to joining Milliman, Jon was a regional pension consultant for Standard Insurance Company. In this role, he was responsible for providing consulting services to current clients on fund reviews, plan design, and ERISA compliance. His client assignments included the states of Texas, Oklahoma, and Arkansas. He also served as Standard’s large case research development team lead.

Jon brings extensive 403(b) experience and is very knowledgeable about the processes and procedures necessary for successful transferring of assets from various 403(b) product providers, as well as working with frozen annuity assets at legacy providers.

  • Work at Milliman

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