Enrolled actuary and consultant for plan sponsors with small to midsize plans. Services included:- Determination of contribution requirements for private qualified defined plans under ERISA.- Determination and projections of accounting information for qualified pension plans. - Assure regulatory compliance for defined benefit and defined contribution plans, when necessary. - Specialty areas include cash balance plans and plan documents. - Responsible for training of staff and manage companywide continuing education program.

Director of regional defined benefit services. Responsibilities included:- Coordinate, approve, interpret and communicate actuarial valuations, cost studies and other projects to provide actuarial service for Defined Benefit Plans. - Serve as a staff expert on actuarial and certain pension plan legal issues to analysts, field representatives, clients and their advisors, and other Standard Company divisions and departments. - Supervise technical staff and assist in resolving difficult or unusual situations involving plan compliance, actuarial calculations and client relations.- Assist sales offices and field force in the marketing of products by providing timely advice and by participating in the development of new products. Provide input and assistance in training the sales force regarding defined benefit plans.- Periodically analyze and improve team efficiency, products, practices and systems. - Prepare reports to superiors regarding team profitability and productivity.- Responsible for the selection, development, motivation, appraisal and salary recommendations of reporting subordinates.- Aids in recommendation and review of non-compensation budget for all of the administration area of Retirement Plans Business Unit.

Coordinate, approve, interpret and communicate actuarial valuations, cost studies and other projects to provide accurate actuarial service for Defined Benefit Plans. Serve as a staff expert on actuarial and certain pension plan legal issues to analysts, field representatives, clients and their advisors, and other Standard Company divisions and departments. Supervise technical staff and assist in resolving difficult or unusual situations involving plan compliance, actuarial calculations and client relations.Assist sales offices and field force in the marketing of products by providing timely advice and by participating in the development of new products. Provide input and assistance in training the sales force regarding defined benefit plans.Periodically analyze and improve team efficiency, products, practices and systems. Prepare reports to superiors regarding team profitability and productivity.Responsible for the selection, development, motivation, appraisal and salary recommendations of reporting subordinates.Aids in recommendation and review of non-compensation budget for all of the administration area of Retirement Plans Business Unit.

Enrolled actuary / consultant for plan sponsors with small to midsize plans. Services included:- Determination and projections of accounting information for qualified and nonqualified pension and retiree medical plans.- Assure regulatory compliance for defined benefit and defined contribution plans, when necessary.- Plan documentation drafting for defined benefit and defined contribution plans.- Manage workflow of all actuarial projects in office. - Consulting reference for United Kingdom offices. - Developed actuarial standards of practice for office. - Liaison between actuarial software company (Winklevoss) and Punter Southall. -Responsible for training of all actuarial staff.

Enrolled actuary and consultant for plan sponsors with small to midsize plans. Duties included:- Determination and projections of accounting information for qualified and nonqualified pension and retiree medical plans.- Assure regulatory compliance for defined benefit plans.- Responsible for budgeting, billing, and workflow. - Internal duties included staff recruitment, actuarial staff training, and actuarial software expert (ProVal).