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Professional designations
Qualified Pension Administrator, American Society of Pension Professionals and Actuaries (ASPPA)
Qualified 401(k) Administrator, ASPPA
Qualified Plan Financial Consultant, ASPPA
President, ASPPA Benefits Council of Dallas/Fort Worth
Member, ASPPA Benefits Conference of the South Planning Committee
Member, ASPPA Government Affairs Committee, Reporting and Disclosure Subcommittee
NASD and SEC Licenses: NASD Series 63: Uniform Securities Agent State Law Exam and NASD Series 6: Registered Mutual Fund Representative
Current responsibility
As head of the Compliance Department of Milliman’s Dallas office, Ginny and her team provide a variety of compliance consulting services, such as plan documents, amendments, determination letter filings, summary plan descriptions, and ERISA technical research.
Experience
Ginny has worked in the qualified retirement plan field since 1982. Before joining Milliman, she was a principal and senior vice president with a regional actuarial consulting firm. Her extensive experience encompasses plan design and installation, trust accounting, plan administration, conversions, government reporting and disclosure, plan terminations, IRS and DOL audits, nondiscrimination testing, relationship management and consulting.
During her career, Ginny has worked with diverse clients, their counsel, advisors, and providers to give technical and practical guidance on a variety of retirement plan issues. | 