Anthony Bertolotti

Anthony Bertolotti Email and Phone Number

Philadelphia, PA, US
Anthony Bertolotti's Location
Philadelphia, Pennsylvania, United States, United States
Anthony Bertolotti's Contact Details

Anthony Bertolotti personal email

Anthony Bertolotti phone numbers

About Anthony Bertolotti

Became an Enrolled Actuary in 2020. I work as a Managing Consultant in the Multi-employer division of CBIZ Retirement Plan Services, located at 1845 Walnut Street in Philadelphia, PA. I specialize in the calculation of complete and partial withdrawal liability, including specialized knowledge of mass withdrawal. My workflow includes completing benefit calculations, preparing actuarial valuations, government forms, audit requests, liabilitiy-and-cash-flow projections, and benefit statements. I also assist in studying the effects of mortality, demographic, and financial impacts relating to pension plans.

Anthony Bertolotti's Current Company Details
Keystone 74 Benefits and Administration

Keystone 74 Benefits And Administration

View
Managing Consultant
Philadelphia, PA, US
Employees:
17
Anthony Bertolotti Work Experience Details
  • Keystone 74 Benefits And Administration
    Managing Consultant
    Keystone 74 Benefits And Administration
    Philadelphia, Pa, Us
  • Keystone 74 Benefits And Administration, Llc
    Managing Consultant
    Keystone 74 Benefits And Administration, Llc Oct 2024 - Present
    Plymouth Meeting, Pennsylvania, United States
  • Cbiz Retirement Plan Services
    Senior Actuarial Analyst
    Cbiz Retirement Plan Services Apr 2016 - Present
    Greater Philadelphia Area
  • The Savitz Organization
    Actuarial Analyst
    The Savitz Organization Jan 2012 - Mar 2016
  • Hewlett-Packard
    Defined Benefits Administrator
    Hewlett-Packard Jan 2008 - Dec 2011
    •Calculation of Accrued Benefits for terminated plan participants, including form preparation, processing of monthly retirement benefits and single sum distributions•Responsible for understanding Defined Benefit Plan Documentations, Summary Plan Descriptions, and Actuarial Plan Summaries•Processing of Term Vested project of over 2,000 participants, including numerous complex calculations and detailed data analysis•Helped former team overcome 2 year backlog of over 2,000 benefit… Show more •Calculation of Accrued Benefits for terminated plan participants, including form preparation, processing of monthly retirement benefits and single sum distributions•Responsible for understanding Defined Benefit Plan Documentations, Summary Plan Descriptions, and Actuarial Plan Summaries•Processing of Term Vested project of over 2,000 participants, including numerous complex calculations and detailed data analysis•Helped former team overcome 2 year backlog of over 2,000 benefit calculations and the team was able to exceed Service Level Agreements as a result Show less
  • Girard College
    Math Teacher
    Girard College Oct 2007 - Aug 2008
    Taught and tutored all levels of Mathematics from Pre-Alegbra to Pre-Calculus. Administered and graded tests and grades. Worked with classrooms of 10-15 students.
  • Girard College
    Tutor
    Girard College Oct 2006 - May 2007
    Tutored all levels of mathematics from Pre-Algebra to CalculusFocused on helping students to go beyond rote problem solving; helped students to achieve a deeper understanding of Mathematics
  • Rutgers Athletic Dept
    Building/Field Manager
    Rutgers Athletic Dept Aug 2003 - Nov 2006
    Managed operations and staff of 10 students as the building and field managerMaintained and setup equipment for intramural and intercollegiate sporting events

Anthony Bertolotti Skills

Access Data Analysis Actuarial Science Microsoft Excel Actuarial Exams Management Microsoft Word Employee Benefits Program Management Sql Time Management Defined Benefit Pensions Teaching Classroom

Anthony Bertolotti Education Details

  • Rutgers University
    Rutgers University
    Pure Mathematics; Mathematics; Music Theory
  • Rutgers, The State University Of New Jersey-Camden
    Rutgers, The State University Of New Jersey-Camden
    Mathematics

Frequently Asked Questions about Anthony Bertolotti

What company does Anthony Bertolotti work for?

Anthony Bertolotti works for Keystone 74 Benefits And Administration

What is Anthony Bertolotti's role at the current company?

Anthony Bertolotti's current role is Managing Consultant.

What is Anthony Bertolotti's email address?

Anthony Bertolotti's email address is an****@****ail.com

What is Anthony Bertolotti's direct phone number?

Anthony Bertolotti's direct phone number is +185622*****

What schools did Anthony Bertolotti attend?

Anthony Bertolotti attended Rutgers University, Rutgers, The State University Of New Jersey-Camden.

What are some of Anthony Bertolotti's interests?

Anthony Bertolotti has interest in Reading Relating To Psychology, Playing Ultimate Frisbee, Epistemology, Weight Training And Physical Fitness, Religious Philosophy And Astronomy, History.

What skills is Anthony Bertolotti known for?

Anthony Bertolotti has skills like Access, Data Analysis, Actuarial Science, Microsoft Excel, Actuarial Exams, Management, Microsoft Word, Employee Benefits, Program Management, Sql, Time Management, Defined Benefit.

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