Steve Stefanko
About Steve Stefanko
Steve Stefanko is a DC Compliance Analyst with expertise in Form 5500 preparation and QDRO consulting. He has a background in retirement plan administration and has worked in various roles at Rehmann before joining Milliman in 2019.
Work at Milliman
Steve Stefanko has been employed at Milliman as a DC Compliance Analyst since 2019. In this role, he specializes in Form 5500 Preparation, which is essential for ensuring compliance with regulations governing employee benefit plans. His responsibilities include analyzing compliance requirements and ensuring that the necessary documentation is accurately prepared and submitted.
Previous Experience at Rehmann
Before joining Milliman, Steve Stefanko worked at Rehmann from 2011 to 2016. He held two positions during his tenure: Retirement Plan Coordinator from 2011 to 2013 and Retirement Plan Specialist from 2013 to 2016. His roles involved project installations and staff training, where he contributed to onboarding processes and educated team members on new systems and procedures.
Education and Expertise
Steve Stefanko earned a Bachelor of Science degree in Mathematics, Probability, and Statistics from John Carroll University, where he studied from 2000 to 2004. He also completed his high school education at Villa Angela-St. Joseph High School, focusing on subjects such as Math, Science, English, and History. His educational background supports his expertise in QDRO Consulting, Loan and Distribution Processing, and Process Flow Analysis and Improvement.
Specializations and Skills
Steve Stefanko specializes in several areas relevant to retirement plan administration. He has expertise in QDRO Consulting, which involves the division of retirement plan assets during divorce proceedings. Additionally, he possesses a strong background in Loan and Distribution Processing, ensuring efficient management of retirement plan transactions. His skills in Process Flow Analysis and Improvement focus on enhancing operational efficiencies within compliance processes.