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Professional designations
Fellow, Society of Actuaries
Enrolled Actuary, ERISA
Member, American Academy of Actuaries
Current responsibility
Patrice is a principal and consulting actuary with the Omaha office of Milliman. She joined the firm in 1987.
Experience
Patrice has been in the employee benefits field since 1978, working with clients in the design, installation, and administration of all types of retirement plans, including defined benefit, defined contribution, deferred compensation, and nonqualified plans. Patrice has experience performing actuarial and consulting services for many public and private sector clients. She has assisted them in a broad range of consulting assignments, including plan design and comparability, mergers and spin-offs, pension expense allocation projection studies, and actuarial audits.
Patrice is currently the consulting actuary to Iowa PERS and Kansas PERS. She has served as actuary and consultant to Omaha Public Schools, Iowa Municipal Fire and Police System, and numerous smaller public retirement systems. She has testified before the Iowa, Nebraska, and Kansas legislative committees on pension-related issues.
Patrice has assisted clients with the communication of their plans, as well as supervised the administrative work for defined contribution plans, including reconciliation of the individual account records with the trust accounting, valuation of individual participant accounts, preparation of individual statements, calculation of termination payouts, and performance of nondiscrimination testing.
Education
BS, Mathematics/Actuarial Science, University of Nebraska-Lincoln | 