David Martin
CPC, QPA, QKA
DC Plan Management Consultant
Minneapolis, MN, US
David Martin is a consultant with Milliman’s Employee Benefits Administration Practice in Minneapolis, MN. David joined the firm in 2016 and brings with him over 10 years of plan administration experience.
Experience
David and his team are responsible for providing the following services to their 401(k), profit-sharing, 457, 403(b), and ESOP clients:
- Daily recordkeeping services
- Compliance with ERISA and related regulations
- Review and reconciliation of participant data
- Reconciliation of plan assets
- Assistance to plan auditors
- Day-to-day assistance to the plan sponsor
- Drafting of plan documents, plan amendments, and summary plan descriptions
- Review of benefit distribution packages
- Review of participant loan packages
The primary goal of David’s team is to provide high-quality service to clients and to assure client satisfaction with Milliman’s services.
In addition, David provides consulting services to his clients with respect to plan design and employee communications.
Professional Designations
- 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
Education
- BS, English, Minnesota State University, Mankato
Affiliations
- Member, American Society of Pension Professionals and Actuaries
Publications