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Stephanie Sorenson

CPC, CEBS, QKA, QPA
Principal and DB Director of Client Relations
Seattle, WA, US

Stephanie Sorenson is a principal and director of client relations in the Employee Benefits Administration and Consulting Practice. She coordinates the delivery of defined benefit administration services and is responsible for coaching and mentoring team members. Stephanie joined the firm in 2001.

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Experience

Stephanie began her career at Milliman as an analyst in the Portland, Oregon, office and transferred to the Seattle Defined Benefit Administration team in 2003. She has been the lead conversion analyst for several clients and is experienced with all aspects of benefits administration, including client conversion, peer review, interacting with third-party vendors, and providing positive client service. She has experience with traditional plans, union plans, cash balance plans, floor offset plans, governmental plans, and nonqualified plans.

Professional Designations

  • Certified Employee Benefit Specialist (CEBS), IFEBP
  • Certified Pension Consultant (CPC), American Society of Pension Professionals & Actuaries, (ASPPA)
  • Qualified Pension Administrator (QPA), ASPPA
  • Qualified 401(k) Administrator (QKA), ASPPA

Education

  • BS, Mathematics, Minor in Economics, Central Washington University, Ellensburg, WA

Publications

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