Lead project team as the Defined Benefit expert on new business implementations (bringing in new clients) and Corporate Actions (projects on existing clients).Gather, learn, and document comprehensive Defined Benefit Plan information.Communicate this information effectively with broad audiences.Collaborate with internal business partners across diverse disciplines to develop and implement effective solutions on behalf of our clients.

Enrolled actuary for over 20 multi-employer pension plansServed as clients’ primary contact presenting all valuations, studies and reportsProvided analyses to Boards of Trustees at their meeting and made presentations to large groups of plan participantsManaged analysts’ work on valuations, cost studies and related services to meet deadlinesReviewed plan documents and SPD’s for compliance and desired benefit designAcquired new business through successful presentations of firm proposals

Sole consultant for all defined benefit clients, Church and Single EmployerPrepared and filed all government filingsPerformed all benefit calculations and annual benefit statementsPrepared valuations, studies, FAS 87/88/132R and any other required reports

Managed and helped prepare valuations, studies and FAS 87/88/132R reportsDeveloped benefit calculation spreadsheets and reviewed benefit calculationsManaged preparation and filing of all government formsReviewed plan documents and SPD’s for compliance and desired benefit design