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Tracey L. Rostron, QPA, QKA, CPC

Defined Contribution Analyst
Albany, NY, US

Tel: +1 518 5147100

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Professional Designations

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

Education

  • BS, English/Finance, SUNY Albany
  • AA, Paralegal Studies, Sage Junior College of Albany

Current Responsibility

Tracey is a defined contribution analyst with Milliman's Northeast Regional Defined Contribution Processing Center in Albany, New York. She joined the firm in 2006.

Tracey's responsibilities include:

  • Daily recordkeeping
  • Compliance with ERISA and related regulations
  • Preparation of census data requests
  • Review and reconciliation of participant data
  • Reconciliation of plan assets
  • Preparation of IRS 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, Tracey is responsible for all aspects of nondiscrimination testing and compliance issues for many of the clients in the processing center.

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

Affiliations

  • Member, 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