Daniel Ropp Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

Capably led strategies, plans, teams, initiatives, and activities involved in supporting the large base of clients with pension and post-retirement benefit plan reviews in support of company and plan audits under US GAAP, IAS and SSAP standards, funding and accounting valuations and projections, benefit plan due diligence for mergers and acquisitions, and non-discrimination testing. Worked directly with clients. Built strong, trusting relationships with key stakeholders while discussing needs, analyzing information, and providing actuarial knowledge and technical capabilities including meetings with auditors, clients, and actuaries. Drove high-quality client services and delivered company products within expected time and financial parameters. Communicated often to monitor progress, manage risk, review compliance, and ensure satisfaction. Mentored and led actuarial teams. Created internal incentives that motivated employees to achieve goals. Monitored individual and team performance. Supported professional development opportunities to further advance the team.  Initiated and developed positive, productive relationships with staff across all EY practices to best serve client needs.

Chicago, Illinois, United States

Managed a large portfolio of clients to provide funding and accounting valuations and projections of retirement and post-retirement benefit plans, minimum required and maximum deductible contribution calculations, assessment of plan qualification and changes in funding method, at-risk and other complex calculations, plan merger and spin-off calculations, assistance with the design of pension and post-retirement benefit programs, signing of government filings, assumption reviews and experience studies, preparation and analysis of budgets and invoicing, benefit calculation reviews, and assistance with benefit statements.• Collaborated with cross-functional team members to ensure consistent services to clients. Facilitated meetings with involved staff to discuss specific client updates and ensure timely deliverables.• Secured and facilitated regular meetings with clients to provide ongoing services, advice, and support. Proactively stayed abreast of industry trends that may be helpful to the client.

Chicago, Illinois, United States

Led and participated in client meetings to offer expertise in funding and accounting valuations and projections of retirement and post-retirement benefit plans, signing of government filings, benefit programming and conversion of valuations systems including detailed test life analysis, benefit certifications and statements, plan termination calculations, and experience studies including table construction.• Worked with internal benefit implementation and administration practice. • Took on several additional senior-level functions, including management of the actuarial training program, associated classroom instruction, and management of special projects.