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James J. Thompson, CPC, QPA, QKA

Senior DC Plan Management Consultant
Minneapolis, MN, US

Tel: +1 952 8975300

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Professional Designations

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

Education

  • BA, Business, Emphasis in Human Resource Management, Bethel University, St. Paul, MN

Current Responsibility

James Thompson is a senior DC plan management consultant with Milliman’s Employee Benefits Administration Practice. He joined the firm in 2007.

Experience

James’ team provides high-quality service to clients and assures client satisfaction with Milliman’s services.

James views his role as integral to the success of the Milliman/Client relationship, making sure the day-to-day operations of the plan run as smoothly as possible and use the many best practices and systems Milliman has in place.

James and his team are responsible for providing the following services to their 401(k), profit-sharing, 457, 403(b), nonqualified, and ESOP clients:

  • Daily operations of recordkeeping services
  • Day-to-day assistance to the plan sponsor
  • Review and reconciliation of participant data
  • Reconciliation of plan assets
  • Review of benefit distribution packages
  • Review of participant loan packages
  • Internal escalation for client specific questions

In addition, James provides consulting services to his clients with respect to plan design and employee communications.

Affiliations

  • Member, American Society of Pension Professionals and Actuaries
  • Work at Milliman

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