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Robin M. Klink, QKA

Defined Contribution Analyst
Albany, NY, US

Tel: +1 518 5147100

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Professional Designations

  • Qualified 401(k) Administrator (QKA)

Education

  • BS, Finance, Siena College
  • AAS, Marketing, Hudson Valley Community College

Current Responsibility

Robin is a defined contribution analyst with Milliman's Northeast Regional Defined Contribution Processing Center in Albany, New York. She joined the firm in 2005.

Her 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, Robin is responsible for all aspects of nondiscrimination testing and compliance issues for many of the clients in the processing center.

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