Walter Wheeler
QKA
Consultant – Plan Management
Dallas, TX, US
Walter Wheeler is a plan manager in the Milliman Employee Benefits Administration Practice. He has worked in the retirement plan administration industry since 1994.
Experience
Walter’s experience encompasses all aspects of qualified plan administration for both profit and nonprofit entities. Areas of expertise include trust accounting, installation, compliance testing, government filings, plan document and amendment preparation as well as plan design review and consulting. Additionally, he has a proven record of maintaining successful client relationships.
Professional Designations
- Qualified 401(k) Administrator (QKA), American Society of Pension Professionals and Actuaries
Education
- BBA, Management, Amberton University
Publications
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