Stacey Dahl
CPC, QPA, QKA
Consultant – Compliance
Minneapolis, MN, US
Stacey Dahl is a compliance consultant with Milliman’s Employee Benefits Administration practice. She joined the firm in 2014 and is employed in the Minneapolis office.
Experience
Stacey provides services to qualified defined contribution plans, including profit sharing, 401(k), 403(b), and ESOP. She is currently responsible for compliance with ERISA and related regulations, the review and reconciliation of participant data, and the calculation of employer contributions. She also assists with nondiscrimination testing, reconciliation of plan assets, and preparation of Form 5500 and other governmental forms.
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
- BA, Marketing; University of North Dakota, Grand Forks, ND
Affiliations
- Member, American Society of Pension Professionals and Actuaries
Publications
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