Patrick Tsai
CPC, QPA, QKA, CEBS
DB Client Relations Manager I
Seattle, WA, US
Patrick Tsai is a DB client relations manager for the Milliman Employee Benefits Administration and Consulting Practice. He joined the firm in 1999.
Experience
Patrick has worked in defined benefit administration since he joined Milliman. He is experienced with all aspects of benefits administration, including performing client conversions and peer reviews, interacting with third-party vendors and auditors, and providing high quality client service. He is also familiar with all types of pension benefit calculations and has worked on a wide array of special projects, including lump sum windows, plan spin-offs and mergers, special location closure calculations, annuity purchases, and many others. Patrick started in the retirement industry in 1999.
Professional Designations
- Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries (ASPPA)
- Certified Employee Benefit Specialist (CEBS)
- Qualified Pension Administrator (QPA), ASPPA
- Qualified 401(k) Administrator (QKA), ASPPA
Education
- BA, Mathematics, University of Washington, Seattle, WA