Paula McCord
ERPA, QPA, QKA
DC Compliance Consultant
Dallas, TX, US
Paula McCord is a DC compliance consultant with the Milliman Employee Benefits Administration practice. She has been in the defined contribution field since 1985.
Experience
Paula's responsibilities include:
- Compliance with ERISA and related regulations
- Review and reconciliation of participant data
- Compliance testing
- Calculation of employer contributions
- Reconciliation of plan assets
- Preparation of Form 5500 and other governmental forms
- Assistance to plan auditors
- Assistance to the plan sponsor
- Assuring client satisfaction with Milliman’s services
Paula is responsible for all aspects of nondiscrimination testing and compliance issues for clients in the processing center.
Paula provides services to qualified defined contribution plans, including profit sharing, 401(k), 403(b), 457, 401(a), and ESOP plans.
Professional Designations
- Enrolled Retirement Plan Agent (ERPA), Internal Revenue Service
- Qualified Pension Administrator (QPA), American Society of Pension Professional and Actuaries (ASPPA)
- Qualified 401(k) Administrator (QKA), American Society of Pension Professional and Actuaries (ASPPA)
Education
- BBA, University of Texas at San Antonio
Affiliations
- Member of the American Society of Pension Professionals and Actuaries (ASPPA)
Publications
Read their latest work
Loading...