Tracey L. Rostron
CPC, QPA, QKA
Defined Contribution Analyst
Albany, NY, US
Tracey Rostron is a DC compliance consultant with Milliman’s Employee Benefits Administration Practice. She joined the firm in 2006.
Experience
Tracey's responsibilities include:
- Compliance with ERISA, IRS, DOL, and other related regulations
- Review and reconciliation of plan assets participant data
- Nondiscrimination testing
- Calculation of employer contributions
- Preparation of Form 5500's and other governmental forms
- Assistance to plan auditors
Tracey provides services to qualified and nonqualified defined contribution plans, including profit sharing, 401(a), 401(k), 403(b), and 457 plans.
Professional Designations
- Certified Pension Consultant, American Society of Pension Professionals and Actuaries
- Qualified Pension Administrator, American Society of Pension Professionals and Actuaries
- Qualified 401(k) Administrator, American Society of Pension Professionals and Actuaries
Education
- BS, English/Finance, SUNY Albany
- AA, Paralegal Studies, Sage Junior College of Albany
Affiliations
- Member, American Society of Pension Professionals and Actuaries (ASPPA)
Publications