Kara Tedesco
CPC, QPA
Principal and Relationship Manager
Dallas, TX, US
Kara Tedesco is a principal and relationship manager of Milliman’s Employee Benefits Administration Practice. Kara joined Milliman in 1994 and started in the retirement plan industry in 1994.
Experience
Kara is a client relationship manager and consults with defined contribution clients on all areas of plan design and compliance with ERISA and related regulations. Kara’s areas of expertise include controlled groups, fiduciary oversight, and prevailing wage rate plans.
Kara also consults with clients on both qualified and nonqualified retirement plans to help them meet their retirement income goals.
Professional Designations
- Certified Pension Consultant (CPC), ASPPA
- Qualified Pension Administrator (QPA), ASPPA
Education
- BA, Economics and English, St. Lawrence University
- MBA, The College of Saint Rose
Publications
Read their latest work
Article
The SECURE 2.0 Act of 2022: Withdrawal and subsequent repayment provisions
10 January 2023 - by Kara Tedesco
We highlight seven key provisions of The SECURE 2.0 Act regarding withdrawing funds from a qualified plan, and any subsequent optional or required payments.
Article
Complexities abound with SECURE 2.0 (H.R. 2954): Increasing the RMD age to 75 from 72 by your 2033 plan year
16 May 2022 - by Charles J. Clark, Kara Tedesco
Our latest Benefit Alert discusses some of the details and complexities of a Congressional bill that aims to modify the Secure Act of 2019
Article
COVID-19: So many questions for employers about their 401(k) plans (pt. 2, updated December 2020)
24 December 2020 - by Kara Tedesco
Article
COVID-19: So many questions for employers about their 401(k) plans
08 April 2020 - by Kara Tedesco
Article
Hurricane Irma victims: Hardship and loan relief available
29 September 2017 - by Kara Tedesco
Article
Employer stock in a 401(k) plan
05 September 2017 - by Kara Tedesco
Why are some employers continuing to offer employer stock as an investment option in a 401(k) plan while others are moving away?
Article
What's the additional guidance on in-plan Roth rollovers all about?
17 January 2014 - by Kara Tedesco