Brian K. Millichamp has nearly two decades of experience in retirement benefits management and financial operations. He has held roles such as Benefits Manager, Communications Consultant, and Client Relationship Manager at companies including The Neiman Marcus Group and Fidelity Investments. He has a proven track record of optimizing opportunities, driving results, and ensuring compliance. He is adept at strategic thinking, analyzing challenges, and communicating outcomes to senior leadership.
Brian K. Millichamp's Retirement Benefits Management Experience
1. Brian K. Millichamp
2428 Sweet Grass Trail, Flower Mound, TX 75028 – (972) 874-1554 – bchamp033@outlook.com
Vice President | Director | Manager | Consultant
Building Strategic and Results Focused Outcomes in the Benefits Industry
RETIREMENT BENEFITS MANAGEMENT / SERVICING FINANCIAL OPERATIONS MANAGEMENT
Dynamic leader with nearly two decades of extensive experience in analyzing opportunities and driving
positive outcomes in the benefits and financial services industries, with a proven track record of optimizing
opportunities, driving results, excellence, quality, and integrity.
Adept at thinking strategically while balancing outcomes with organizational realities. Analyzing,
planning, and executing challenging projects on time and within budget. Analyzing and communicating results
to senior management.
Proven leadership capabilities resulting in high-performance teams and strong partnerships with vendors,
consultants, business partners, and senior management. Respected change agent with demonstrated
proficiency in implementing and positively communicating organizational and plan changes.
Notable Expertise
Strong Communication Skills Extensive Regulatory Knowledge Team Leadership & Development
Analysis & Reporting Problem Resolution & Negotiation Consultation
Strong Presentation Skills Monitoring & Constructive Feedback Budgeting & Forecasting
CAREER HISTORY:
The Neiman Marcus Group LLC
Benefits Manager: 2014–2015
• Planning, budgeting, management, and administration of all qualified and non-qualified retirement
plans (DC, DB, Non-Qualified DC and DB; approximately $1.4B in assets and liabilities)
• Ensure that all retirement plans are in compliance with ERISA, 409A, and state and federal laws and
regulations pertaining to retirement plans
• Analyze and develop innovative ideas to ensure retirement plans are competitive with the market (plan
design and investments), present updates to Committees and senior management; partner with the
third party administrator and consultants to analyze, coordinate, and manage any updates or changes
in the retirement plans
• Coordinate and manage the preparation, review, and submission of required governmental filings
• Plan, develop, and manage the facilitation and delivery of communication and education materials for
all retirement plans
• Coordinate and manage all audits, DB funding, and PBGC submissions
Managed and facilitated NMG response to IRS audits
• Lead the annual budgeting process for the Benefits department
• Plan and manage all financial aspects of the Benefits department
Fidelity Investments
Communications Consultant: 2012–2014
• Managed retirement communication and education relationships for my book of 20 - 30 large market
clients ($100M - $750M).
• Consulted with clients regarding their short-term, and long-term objectives.
• Delivered critical information to my client's employees, retirees, and other participants by developing
and delivering best-in-class communications materials. Manage the delivery of high-quality, cost-
effective communication plans to the Plan participants. Developed and implemented appropriate,
results focused communication and education plans for each client.
• Scoped large-scale and fee-for-service projects with realistic budget expectations and timeframes for my
clients.
2. Virtual Education Consultant: 2007—2012
• Delivered high quality, web-based employee workshops, and on-demand workshops.
• Coordinated the preparation and delivery of workshops with attention to detail and client satisfaction.
• Compiled, organized, and analyzed statistics from workshops.
• Managed vendor relationships with PGi, Intercall, and WebEx.
• Managed our enterprise Universal Web Workshop offering.
Senior Managing Director: 2004—2007
• Acted as the primary contact for plan administrators for my book of business.
• Consulted with clients on plan design, plan services, investment offering, and compliance.
• Implemented plans, and assisted with on-going service and compliance.
• Traveled to meet with clients and their Executive Teams to consult, interpret plan results, and reinforce
our relationship.
• Retention coordinator for my book of business.
• Cross sell products and services; generate new business leads.
• Peer mentor and project lead.
Client Relationship Manager (CRM):2000—2004
• CRM lead on project team that redesigned e401k (micro-market product).
• Acted as the primary contact for plan administrators; assisted them in solving plan issues.
• Acted as a liaison between clients and various other Fidelity Investments’ departments.
• Created the PATH – e401k’s electronic training channel.
• Project lead for multiple high profile projects
• Mentor, and trainer for other CRMs.
Comerica Bank
Dual Role Trust Analyst: 1998—2000
• Acted as primary client contact for the plan administrators in my aligned client base.
• Organized, prioritized, and processed transactions on our daily record keeping system.
• Performed plan level file maintenance.
• Performed account reconciliation, and produced participant statements.
Assistant Branch Manager: 1997–1998
• Primary responsibility for branch audit compliance, teller supervision and management, and sales
tracking/management.
• Sold and serviced bank products.
• Liaison between bank customers and bank departments.
• Organized and presented weekly meetings.
ACCOMPLISHMENTS:
Reduced NMG qualified DC plan
expenses by 20%
Coordinated and managed successful
IRS audit at NMG
2009, ‘10, ‘11 Jedi Council Award
Dozens of peer recognition awards at
Fidelity Investments
Member of Comerica Bank’s 1998
Million Dollar Investment Club
1994 Oakland University Resident
Assistant House Policy Chair
EDUCATION:
Oakland University, School of Business Administration:
• General Management Bachelor of Science; Minor in Accounting
COMMUNITY INVOLVEMENT (1998 – 2015):
NMG All Heart Unit Leader Fidelity Investments Zone Champion
Flower Mound Planning & Zoning
Commissioner
Flower Mound Zoning Board of
Adjustment/Oil and Gas Board
Flower Mound Historical Commission North Texas Basset Rescue Volunteer
Keyes Elementary School Renovation
Dallas Area Dance for the Planet
Volunteer Coordinator
Pontiac Area Historical & Genealogical
Society Treasurer
LICENSES:
• Series 7
• Series 63