CPC, QPA
Professional designations
- Certified Pension Consultant (CPC), a designation sponsored by the American Society of Pension Professionals and Actuaries (ASPPA)
- Qualified Pension Administrator (QPA), a designation sponsored by the American Society of Pension Professionals and Actuaries (ASPPA)
- Kara regularly attends seminars and training courses to keep current with trends and regulations in the industry.
Current responsibility
Experience
The Traditional DC Services team provides consulting, administration, compliance and recordkeeping services for Milliman’s clients in the Northeast.
Kara consults with defined contribution clients on plan design and compliance with ERISA and related regulations. She is an expert on controlled group analysis and how to structure benefit plans within a controlled group of corporations.
Kara consults with clients on both qualified and nonqualified retirement plans to help clients meet their retirement income goals. Her approach often includes using "cross testing" in order to maximize the benefits provided in the qualified plan.
She is a board member of the New York State Employee Benefits Conference and Construction Financial Management Association.
She also assists clients in the administration and compliance of other employee benefit plans, such as flexible spending plans and dependent reimbursement plans.Education
- BA, Economics and English, St. Lawrence University
- MBA, The College of Saint Rose
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