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Bruce Simpsen

Relationship Manager
Dallas, TX, US

Tel: +1 214 8635137

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Education

  • Bachelor of Business Administration in Finance, University of Texas

Current Responsibility

Bruce is a defined contribution relationship manager and benefits consultant for the Milliman Southern Employee Benefits Practice. In this role, he works closely with clients on the design, implementation and administration of a broad range of qualified and nonqualified retirement programs.

Experience

Bruce has worked his entire 20+ year career in employee benefits and financial services, including a previous 10-year stint with Milliman working in daily plan administration, plan conversions and investment consulting. He gained additional experience as a wholesaler for a national mutual fund company calling on registered investment advisors with multiple-manager investment solutions for their wealth advisory and retirement plan practices.

Bruce worked as a 401(k) plan sales representative for a national payroll provider to guide financial advisers and small business owners toward successful retirement plan solutions. From 2010-17 Bruce worked as a 401(k) relationship manager for a major recordkeeping firm, helping consultants and corporations build and maintain retirement plans for their employees.

These technical skills and deep experiences in plan design, compliance, sales, education, and investment consulting are invaluable as he introduces innovative solutions and proactive consulting to Milliman clients.

  • Work at Milliman

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