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
• NASD Series 65: Registered Investment Advisor Exam
• NASD Series 63: Uniform Securities Agent State Law Exam
• NASD Series 6: Registered Mutual Fund Representative

Current responsibility

Gerald is a principal and benefits consultant with the Midwest Employee Benefits Practice of Milliman. He joined the firm in 1996.

Experience

Gerald's consulting experience is focused in the areas of design and implementation of defined contribution retirement plans. In addition, he is familiar with a variety of other qualified retirement plans. His background includes marketing and communications as well as mutual fund investments.

Gerald is actively involved in setting the direction of Milliman's defined contribution services and the Midwest Employee Benefits Practice. He is currently a member of Milliman's Employee Benefits Steering Committee and chairman of the Marketing Focus Group.

Gerald previously served as chairman for the Defined Contribution Strategic Planning Group and is a former member of the Oversight Committee for Milliman's Employee Benefits Research Group in Washington, D.C. Gerald also participates on various subcommittees.

• Member, American Society of Pension Professionals and Actuaries
• Member, Society of Professional Asset Managers and Recordkeepers

• BA (cum laude), Social Science, University of North Dakota