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Tracey L. Rostron

CPC, QPA, QKA
Defined Contribution Analyst
Albany, NY, US
Tracey Rostron is a DC compliance consultant with Milliman’s Employee Benefits Administration Practice. She joined the firm in 2006.
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Experience

Tracey's responsibilities include:

  • Compliance with ERISA, IRS, DOL, and other related regulations
  • Review and reconciliation of plan assets participant data
  • Nondiscrimination testing
  • Calculation of employer contributions
  • Preparation of Form 5500's and other governmental forms
  • Assistance to plan auditors

Tracey provides services to qualified and nonqualified defined contribution plans, including profit sharing, 401(a), 401(k), 403(b), and 457 plans.

Professional Designations

  • Certified Pension Consultant, American Society of Pension Professionals and Actuaries
  • Qualified Pension Administrator, American Society of Pension Professionals and Actuaries
  • Qualified 401(k) Administrator, American Society of Pension Professionals and Actuaries

Education

  • BS, English/Finance, SUNY Albany
  • AA, Paralegal Studies, Sage Junior College of Albany
Affiliations
  • Member, American Society of Pension Professionals and Actuaries (ASPPA)
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