Mark Strakowski Email & Phone Number

Supports small businesses, high income clients and their financial advisors locally and nationwide in the sale and servicing of Defined Benefit and 401(k) retirement plans. These plans potentially allow large tax deductions with annual plan contributions of $100,000+ for Independent Professionals, Small Business Owners & Individuals with Self-employment Income. Assist advisors on the education of small business Defined Benefit plans and identify clients best suited to these plans. Provides DB and 401(k) plan expertise from pre-sales through administration.

Retained as highly visible, senior level executive to lead strategic retirement consulting services and to provide expertise in mergers and acquisitions, qualified and nonqualified actuarial, defined benefit co-sourcing and outsourcing, COBRA, and retiree medical billing administration. Advised and managed eight top clients profitably with a high level of client retention and growth on the design, funding, termination, financial reporting, and communication of qualified and nonqualified retirement plans. Implemented best practices and standardized procedures for valuation clients and ensured maximum realization. Led people management efforts with the recruitment, development, and mentorship of 15 staff members. Provided executive leadership with guidance and support to a top client on the development of a defined benefit outsourcing initiative.

Brought on board for expertise and leadership ability in mergers and acquisitions; corporate spin-offs; and financial modeling, disclosures, and reporting. Served as lead consultant for seven major private, public, and nonprofit clients across multiple practice areas. Earned reputation as agile and capable of performing routine actuarial responsibilities and growing business. Took ownership of local retirement business management and growth through the institution of workflow efficiency, the oversight of project management training, and the execution of performance assessments for team members.

Recruited for professional focus on defined benefit pension plans and to upgrade existing actuarial team. Advanced quality and timeliness of customer service via the automation of actuarial valuation processes. Developed procedures and processes for defined benefit outsourcing solution for major client. Engaged regularly with clients and senior consultants as project lead on a variety of strategic and tactical assignments including plan design, annual pension and post-retirement plan valuations, financial forecasting, and mentoring and developing junior staff. Honed skills to become Subject Matter Expert (SME) in executive nonqualified and post-retirement benefit plans, mergers and acquisitions, and corporate spin-offs.

Performed actuarial valuations, pension calculations, nondiscriminatory analysis, cost projections, FAS 87 disclosures, and preparation of IRS/DOL government filings while groomed for consultancy.