Peggy Miller, APA

peggy.millerPlan Consultant

I am the primary liaison for our client in maintaining his or her retirement plan. I oversee each plan’s quarterly and annual reporting, which includes compliance testing, asset reconciliation, contribution calculations, and various daily requests from Required Minimum Distributions to loans. I work in concert with each client’s Assistant Account Manager to provide plan sponsors and their participants with the answers they need during their working career. I also work daily with our Gazelle by Billings open-architecture system.

Education: APA designation from NIPA

Background: I grew up in Southern California, moved to Iowa in 2004. Married with two grown sons.  Enjoy gardening, fishing, bowling and watching football with my husband.

Contact me at peggy.miller at billingsco dot com.

 

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