Sandy Birdsong

CPA

Pricing Consultant

Dallas, TX, US

Sandy Birdsong is a DC pricing consultant for the Milliman Employee Benefits Administration Practice. Having started in the industry in 1995, Sandy has worked in the employee benefits field most of her career. She joined Milliman in 2012.

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Experience

Prior to joining Milliman, Sandy worked with Regions Trust as a business development officer specializing in retirement plans and benefits consulting. She also worked as a senior ERISA compliance specialist for Invesco Retirement, Inc., and operated her own consulting firm for several years. She joined Milliman as a Relationship Manager before transitioning to her current role in 2020. Sandy’s strong ERISA and tax background gives her unique insight into the challenges that clients face. She is proficient in helping clients through both IRS and DOL audits, as well as the IRS correction programs. Sandy works with all types of defined contribution plans, such as 401(k), 403(b), employee stock ownership plans (ESOPs), and profit-sharing plans. She uses her extensive knowledge and experience to assist users with plan design, implementation, communication, compliance, operational effectiveness, and other consulting projects.

Publications and Presentations

Sandy is recognized as an industry expert in compliance and retirement and has conducted numerous training seminars on these topics. She has also served as the guest speaker for various professional organizations.

Professional Designations

Certified Public Accountant (CPA)

Education

Accounting, University of Oklahoma
Accounting, Grand Canyon University

Affiliations

Member, AICPA
Member, ASPPA
Volunteer, ASPPA Governmental Affairs Committee
Speaker/facilitator for the Tennessee Society of CPAs
Speaker – Various ESOP associations

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Publications

Read their latest work

Article

Repurchase liability studies help ESOPs assess financial impact of distributions on cash flow

16 July 2018 - by Sandy Birdsong

Article

Name a beneficiary for your retirement account

30 July 2015 - by Sandy Birdsong

Naming a beneficiary for your retirement account can help your loved ones in the future.

Sandy Birdsong

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Experience

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Read their latest work

Repurchase liability studies help ESOPs assess financial impact of distributions on cash flow

Name a beneficiary for your retirement account

CHOOSE A LOCATION AND LANGUAGE

Sandy Birdsong

Experience

CHOOSE A LOCATION AND LANGUAGE