Jon Lloyd Email & Phone Number
Retirement Plan Relationship Manager and Operational Consultant
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Jon Lloyd Location
- Little Elm, TX, US
Jon Lloyd Work
- 2007 -now Retirement Plan Relationship Manager and Operational Consultant @ Milliman, Inc.
- 2007 -now Principal and Senior DC Compliance Consultant @ Milliman
- 1994 -2007 Pension Consultant and Operational Team Lead @
Jon Lloyd Education
- Internal Revenue Service
Enrolled Retirement Plan Agent (ERPA) (Pension and Retirement Plan Management)
2013-2013 - Portland State University
Bachelor's degree (Accounting)
1981-1984 - Ricks College 1980-1981
Jon Lloyd Skills
- Microsoft Office
- Microsoft Word
- Accredited Pension Administrator
- Sungard Omni Pension System
- Microsoft Excel
- Public Speaking
- Word
- Accounting
- Excel
- Process Improvement
- Relius Governmental Forms
- Pensions
- Qualified 401k Analyst
- Retirement Planning
- Sales Management
- Qualified 401 Analyst
Jon Lloyd Summary
- Jon Lloyd, based in Little Elm, TX, US, is currently a Retirement Plan Relationship Manager and Operational Consultant at Milliman, Inc.. Jon Lloyd brings experience from previous roles at Milliman and Standard Insurance Company. Jon Lloyd holds a 2013 - 2013 Enrolled Retirement Plan Agent (ERPA) in Pension and Retirement Plan Management @ Internal Revenue Service. With a robust skill set that includes Microsoft Office, Microsoft Word, Accredited Pension Administrator, Sungard Omni Pension System, Microsoft Excel and more. Jon Lloyd has 2 emails on RocketReach.
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