Jinnie Olson is a principal and senior defined contribution management consultant with Milliman’s Employee Benefits Administration Practice. She joined the firm in 2007.
Jinnie is responsible for overseeing the daily operation of Taft-Hartley plans. She currently manages a team of professionals who work closely with fund offices and fund administrators to create reporting and processing procedures to suit each plan’s specific needs. She also serves as the daily contact for the Taft-Hartley plan administrators.
Jinnie is currently responsible for client service and daily operation of defined contribution plans, with a focus on multiemployer, employer stock, and complex plan design. She is experienced in managing complex qualified and nonqualified retirement plans, and is well versed in payrolls, processing, and plan reconciliation. Jinnie has been in the employee benefits industry since 2007.
Professional Designations
Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries (ASPPA)
Qualified Pension Administrator (QPA), ASPPA
Qualified 401(k) Administrator (QKA), ASPPA
Education
BA, Biology, College of Saint Benedict, St Joseph, MN
Affiliations
Member, ASPPA
Board Member, Greater Twin Cities ASPPA Benefits Council
07 June 2022 - by Ginny Boggs, Jessica McDevitt, Jinnie Olson
Now is the time for plan sponsors to reacquaint themselves with the SECURE Act's DC plan lifetime income disclosure requirements as the deadline quickly approaches.
14 December 2021 - by Jinnie Olson, Sam Elsherbeiny
Annuity contracts via insurance companies can offer retirement plans a way to mimic or even replace regular paychecks for retiring or laid off participants
Plan sponsors should ensure that participant loan provisions in a Taft-Hartley Defined Contribution retirement plan be thoroughly vetted and in compliance.
This issue features “Helping employers in their retirement: 401(k) decisions, decisions, decisions!” and “Helping 401(k) plan participants calculate withdrawal rates in retirement.”