Sandy Birdsong

Prior to joining Milliman, Sandy worked with Regions Trust as a business development officer specializing in retirement plans and benefits consulting. She also worked as a senior ERISA compliance specialist for Invesco Retirement, Inc., and operated her own consulting firm for several years. She joined Milliman as a Relationship Manager before transitioning to her current role in 2020. Sandy’s strong ERISA and tax background gives her unique insight into the challenges that clients face. She is proficient in helping clients through both IRS and DOL audits, as well as the IRS correction programs. Sandy works with all types of defined contribution plans, such as 401(k), 403(b), employee stock ownership plans (ESOPs), and profit-sharing plans. She uses her extensive knowledge and experience to assist users with plan design, implementation, communication, compliance, operational effectiveness, and other consulting projects.