Michelle Combs,QKA

Actuarial Service Manager - Defined Benefit/Cash Balance Plans at July Business Services

Michelle Combs, QKA has over 25 years of experience in the retirement plan industry. Michelle began their career in 1992 as a Retirement Plans Service Representative with American Funds Group. In 2003, they moved to American Funds Distributors as a Retirement Plan Coordinator/Relationship Manager and was promoted to Manager in 2009. In 2013, they joined Plan Administrators Inc. - PAi as a Sales Manager and then moved to July Business Services in 2015. At July Business Services, they served as an Actuarial Service Manager - Defined Benefit/Cash Balance Plans, a Key Accounts Client Service Manager, and a Retirement Plan Client Service Manager.

Michelle Combs attended Our Lady of the Lake University from 1996 to 2000, where they studied Business Management. In 2015, they obtained the Series 65 - Uniform Investment Advisers Law Examination from the U.S. Securities and Exchange Commission. In July 2022, they obtained the Qualified 401(k) Administrator (QKA) certification from the American Society of Pension Professionals and Actuaries. Michelle also obtained the ASPPA Plan Administrators 1A and 1B and Daily Evaluation Certifications from AASPA.

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Previous companies

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Timeline

  • Actuarial Service Manager - Defined Benefit/Cash Balance Plans

    November, 2021 - present

  • Key Accounts Client Service Manager

    March, 2016

  • Retirement Plan Client Service Manager

    August, 2015

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