Jennifer Kane
CRSP
DC Plan Management Consultant
Minneapolis, MN, US
Jenny Kane is a DC Plan Management Consultant for the Employee Benefits Administration Practice. She has been in the retirement plan industry since 1998, and began working at Milliman in 2019. In her current role, she works on day-to-day client activities, such as:
- Onboarding of new business to Milliman; meeting with new prospects and delivering education on retirement plans and what Milliman offers
- Overseeing new client administration setup
- Communicating timely and accurately with plan sponsors to answer andministration questions
- Monitoring plan parameters and administrative operations to ensure compliance with plan document provisions, applicable governmental rules, and regulations
- Reconciling plan assets on a daily basis
- Assisting Call Center staff with escalated participant inquiries
- Inputing data and processing plan transactions
- Escalating client-specific questions
Experience
Jenny has a strong background in maintaining lasting client relationships by providing detailed retirement plan knowledge, open communication, and attention to her clients’ retirement plan needs. She has a high success rate of onboarding clients to Milliman, thanks to her ability to explain reporting, review plan documents, and retirement plan legal documents to her clients.
Professional Designations
- Certified Retirement Service Professional (CRSP), Financial Industry Regulatory Authority (FINRA)
Publications
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