Millette Receives Certification

Monica Millette, retirement relationship manager in Bell State Bank & Trust’s Wealth Management Division, has been awarded certification as a Qualified 401(k) Administrator (QKA) by the American Society of Pension Professionals & Actuaries (ASPPA), a national professional society of benefits professionals.

Professionals who achieve QKA certification must have a minimum of two years of pension-related experience and pass a rigorous series of examinations. Testing topics include recordkeeping for 401(k) and other retirement plans, IRS and Treasury regulations, plan qualification and nondiscrimination requirements, plan design, distributions and allocations.

Millette grew up in Moorhead and has 15 years’ experience in finance. She was a financial advisor with Ameriprise before joining Bell State Bank & Trust in 2006.

 

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