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Tracey L. Rostron, CPC, QPA, QKA

Defined Contribution Analyst
Albany, NY, US

Tel: +1 518 5147100

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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

Current Responsibility

Tracey Rostron is a DC compliance consultant with Milliman’s Employee Benefits Administration Practice. She joined the firm in 2006.

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.

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