I am a Retirement Plan Consultant and Actuary with over 30 years of experience consulting with Plan Sponsors to ensure they have successful retirement programs that provide desired benefit levels in cost-effective ways and by easing compliance with the myriad of complex governmental laws and regulations. Plan Sponsors are from a wide-range of businesses (from professional services to manufacturing, with participant size from one to 2,500+ participants) that maintain a varied array of retirement plans (e.g., cash balance/defined benefit plans, 401(k)/profit sharing plans, money purchase plans, SERPs, retiree medical plans, etc.).I am also an executive with over 22 years of experience doing strategic and annual business planning to keep up with an ever changing business world (e.g., companies' retirement planning needs, changing laws, technology advancements, etc.). Includes positioning Kravitz/FuturePlan as the expert in cash balance design and administration; participating in a firm-wide initiative that helped move Kravitz/FuturePlan from charging by the billable hour to fixed fees; managing offsite/satellite staff including some overseas.I have also been a manager/motivator of many direct reports, including developing specific, measurable, attainable, reasonable, and time-specific goals including a monthly scorecard. I was responsible for annual performance appraisals, as well as monthly 1-2-1 check-ins to monitor ongoing performance.Specialties: Retirement plan consulting, strategic and annual business planning, workflow management, leading people, pension actuarial calculations, 401(k) and defined benefit/cash balance plan design expertise including IRS nondiscrimination testing.