Dawn is responsible for all aspects of defined contribution plan administration. Her team is responsible for providing the following services to 401(k), profit sharing and non-qualified deferred compensation plans:
- Daily recordkeeping and periodic valuation
- Asset reconciliation and payment functions
- Employee educational seminars and account access via voice response and web access systems
- Government forms preparation and audit assistance
- Compliance and nondiscrimination testing
- Plan sponsor consulting and client service
She is experienced in the administration of balance forward and daily valued plans ranging in size from 50 to 45,000 participants and with assets of $1 million to more than $2 billion.
Dawn is the primary contact for many of Milliman's clients and handles their various questions and requests.
