Marianne Hauser
CPC, QPA, QKA
Sr. DC Compliance Consultant
Albany, NY, US
Marianne Hauser is a senior DC compliance consultant with the Milliman Employee Benefits Administration practice. She has been in the defined contribution field since 1993.
Experience
Her responsibilities include:
- Daily recordkeeping
- Balance forward recordkeeping
- Compliance with ERISA and related regulations
- Preparation of census data requests
- Review and reconciliation of participant data
- Calculation of employer contributions
- Reconciliation of plan assets
- Preparation of Form 5500 and other governmental forms
- Assistance to plan auditors
- Day-to-day assistance to the plan sponsor
- Assuring client satisfaction with all of Milliman’s services
Marianne is responsible for all aspects of nondiscrimination testing and compliance issues for many of the clients in the processing center.
Marianne provides services to qualified and nonqualified defined contribution plans, including profit sharing, 401(k), 403(b), 457, and ESOP plans.
Professional Designations
- Certified Pension Consultant (CPC)
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
Education
- BS, Business, Skidmore College
Affiliations
- Member of the American Society of Pension Professionals and Actuaries (ASPPA)
Publications
Read their latest work
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