Naomi Kappel
Experience
Naomi has worked in the defined benefits field since 1988 with a background in administration, configuration, management, and actuarial consulting. She has experience managing implementations, projects, and administration teams a wide ranging exposure to the variations in and the needs of defined benefit plans.
As an implementation project manager, Naomi works as the day-to-day contact between the client and the implementation team. She ensures that requirements are defined appropriately for both calculation and process level specifications, that configuration results fulfill the details defined in requirements, and follow Milliman’s standard practices. Naomi sees that deliverables are provided within the defined timeline and meet client expectations. She also works alongside the Milliman client service team throughout the implementation period to ensure that the transition to the ongoing administration environment is seamless from the client perspective. She works to ensure that communications between all parties involved remain free-flowing through the entire implementation process.
Prior to joining Milliman, Naomi worked for Fidelity Investments; T. Rowe Price; Towers Perrin Administration Solutions & EDS (now Conduent); J.P Morgan | American Century (now Empower) and Mercer in various roles.
- Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries
- Qualified Pension Administrator (QPA), American Society of Pension Professionals and Actuaries
- Qualified 401(k) Administrator (QKA), American Society of Pension Professionals and Actuaries
- BA (Mathematics; Computer Science), Colgate University