Josh Winter
Josh Winter is a DC Relationship Manager with Milliman’s Employee Benefits Administration Taft-Hartley Defined Contribution Practice. He joined the firm and the retirement industry in 2015.
Experience
Based in Minnesota, Josh began his working career in the retirement industry over 8 years ago and has worked with Taft-Hartley clients since the beginning. He began servicing clients in the plan manager role at Milliman. This involved overseeing the day-to-day administration of the plan and from there, has since transitioned over to the relationship management role. Starting in the plan manager role has allowed him to have a great understanding of the back-end administration that goes into running plans day-to-day. Josh is currently responsible for consulting with plan sponsors and professionals on plan design, administration, compliance testing, government reporting, and regulatory changes of Milliman’s Taft-Hartley clients.
- Qualified Pension Administrator (QPA), American Society of Pension Professionals and Actuaries (ASPPA)
- Qualified 401(k) Consultant (QKC), ASPPA
- Qualified 401(k) Administrator (QKA), ASPPA
- Member, ASPPA
- Member, International Foundation of Employee Benefit Plans