Stephen Rosen

Stephen Rosen Email and Phone Number

Retired Pension Actuary @
Stephen Rosen's Location
Haddonfield, New Jersey, United States, United States
Stephen Rosen's Contact Details
About Stephen Rosen

Stephen H. Rosen is an independent consulting actuary specializing in the design and implementation of qualified retirement plans. A graduate of Rutgers University, Steve continued his education at the Wharton School and the University of Iowa. He is an Enrolled Actuary, Fellow of the Conference of Consulting Actuaries, Certified Pension Consultant, Secretary for the Board of the American Academy of Actuaries and Past President of the American Society of Pension Professionals & Actuaries (ASPPA). He also is the Founder and Past President of the ASPPA Benefits Council of Greater Philadelphia. Steve has lectured at numerous actuarial conferences, including the Enrolled Actuaries Meeting and has also been a frequent speaker for tax, insurance and accounting associations. He co-authored books including an Accountant’s Guide to Employee Benefit Plans, is on the Editorial Board for the Journal of Financial Service Professionals, and published articles in Taxation for Accountants and the Pennsylvania CPA Journal. Steve has served on the faculties at the Institute of Employee Benefits and The American College in Philadelphia. Steve founded Stephen H. Rosen & Associates in 1982 and the Firm now provides on-going consulting and administrative services to more than 800 qualified retirement plans. Steve was also the founder of Haddon Strategic Alliances, a firm that formed alliances with insurance companies and mutual fund families to provide daily valuation capabilities, fiduciary compliance, employee education and registered investment advice to participants of qualified retirement plans. Both Corporations became wholly-owned subsidiaries of United Retirement Plan Consultants (URPC), a nationally recognized consolidation of independent pension firms.Specialties: Consulting, Teaching, Training, Expert Testimony

Stephen Rosen's Current Company Details
SHR Consulting LLC

Shr Consulting Llc

Retired Pension Actuary
Stephen Rosen Work Experience Details
  • Shr Consulting Llc
    Retired
    Shr Consulting Llc Dec 2024 - Present
  • Shr Consulting, Llc
    Principal
    Shr Consulting, Llc May 2009 - Dec 2024
    Haddonfield, Nj
    SHR Consulting is a firm that offers customized consulting services to the retirement plan industry. Areas of focus include expert testimony, development of best practices, succession planning, and strategic management consulting.
  • Fti Consulting
    Managing Director, Pension Consulting Services
    Fti Consulting Apr 2013 - Mar 2019
    New York, Ny
    FTI is a multi-disciplinary consulting firm with leading practices in economic, financial and litigation consulting services. FTI performs financial investigations and provides advice and expert testimony with respect to, among other things, Employee Retirement Income Security Act (“ERISA”) and retirement plans, accounting matters, insurance and securities matters, damages, fraud, solvency, intellectual property, and valuation.
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  • Tpa Resources Llc
    Founding Principal
    Tpa Resources Llc Jul 2012 - Dec 2014
    TPA Resources, LLC was founded to develop and manage TPAresources.com, a web portal for everything and anything a TPA firm would need to run its business. The portal is the go-to source for all TPA business owners and management; housing substantive content addressing topics such as leadership development, business management and development, including tools/resources and a communication forum.
  • American Academy Of Actuaries
    Secretary Of The Board Of Directors
    American Academy Of Actuaries Oct 2010 - Nov 2013
    Washington, Dc
    The American Academy of Actuaries is a D.C.-based 17,000-member professional association whose mission is to serve the public and the U.S. actuarial profession. Academy members include consultants, corporate executives and staff, regulators, government officials, academicians, and retired actuaries. Their areas of practice cover pensions, life insurance, casualty insurance, health insurance, financial reporting, risk management, and more.The Academy assists public policymakers on all… Show more The American Academy of Actuaries is a D.C.-based 17,000-member professional association whose mission is to serve the public and the U.S. actuarial profession. Academy members include consultants, corporate executives and staff, regulators, government officials, academicians, and retired actuaries. Their areas of practice cover pensions, life insurance, casualty insurance, health insurance, financial reporting, risk management, and more.The Academy assists public policymakers on all levels by providing leadership, objective expertise, and actuarial advice on risk and financial security issues. The Academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations in the United States. Show less
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  • United Retirement Plan Consultants
    Senior Consultant
    United Retirement Plan Consultants Apr 2010 - Mar 2013
    Haddonfield, Nj
  • Stephen H. Rosen & Associates, Inc.
    Founder & President
    Stephen H. Rosen & Associates, Inc. Nov 1982 - Nov 2012
    Haddonfield, Nj
  • National Investment Managers (Predecessor To United Retirement Plan Consultants)
    Sr. Vice President
    National Investment Managers (Predecessor To United Retirement Plan Consultants) Aug 2005 - Mar 2010
    Haddonfield, Nj
    Business Development
  • Haddon Strategic Alliances
    Founding Shareholder
    Haddon Strategic Alliances 1999 - 2005
    Haddonfield, Nj
    Haddon Strategic Alliances was a firm that formed alliances with insurance companies and mutual fund families to provide daily valuation capabilities, fiduciary compliance, employee education and registered investment advice to participants of qualified retirement plans.
  • Asppa
    Past President
    Asppa 2003 - 2004
    Arlington, Va
    ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals. The membership is comprised of the many disciplines supporting retirement income management and benefits policy. Members are part of the diversified, technical, and highly regulated benefits industry. ASPPA represents the most committed individuals of the profession—those who have made a career of retirement plan and pension policy work. The… Show more ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals. The membership is comprised of the many disciplines supporting retirement income management and benefits policy. Members are part of the diversified, technical, and highly regulated benefits industry. ASPPA represents the most committed individuals of the profession—those who have made a career of retirement plan and pension policy work. The purpose of ASPPA is twofold: To educate retirement plan and benefits professionals To preserve and enhance the private pension system Based in the nation’s capital, ASPPA is a non-profit professional organization acting on behalf of its 11,000+ members to improve retirement income policy. In pursuit of these goals, ASPPA offers extensive educational opportunities for its members—from professional credentialing to continuing education. ASPPA Government Affairs department keeps a close watch on all legislative and regulatory activities affecting retirement benefits and pension policy. ASPPA was founded in 1966 originally as an actuarial organization. Since then, ASPPA has carefully tracked the changing needs of the retirement plan industry. As a result, ASPPA has expanded and diversified its membership to include all types of pension professionals--from actuaries, consultants, and administrators to insurance professionals, financial planners, accountants, attorneys, and human resource managers. Embracing diversity, the 11,000+ members of ASPPA are united by their commitment to the private pension system. Show less
  • Paul A. Tanker & Associates
    Vice President, Shareholder
    Paul A. Tanker & Associates Nov 1971 - Oct 1982
    Philadelphia, Pa
    Shareholder in charge of actuarial services and plan administration

Stephen Rosen Skills

Actuarial Science Strategic Consulting Retirement Planning Teaching Expert Witness Pensions Employee Benefits Retirement Actuarial Valuation Erisa 401k Financial Planners Economics Investments Risk Management Fixed Annuities Pension Administration Actuaries Mutual Funds Retirement Plan Consulting Finance Small Business Securities Qualified Retirement Plans Tax Life Insurance Financial Services Strategy Management Consulting Estate Planning Mergers And Acquisitions Investment Advisory Financial Advisory Executive Pay Financial Reporting Strategic Financial Planning Insurance Consulting Defined Benefit Profit Sharing Asset Allocation Health Insurance Wealth Management Disability Insurance Long Term Care Investment Strategies Financial Risk Series 63 Enterprise Risk Management

Stephen Rosen Education Details

Frequently Asked Questions about Stephen Rosen

What company does Stephen Rosen work for?

Stephen Rosen works for Shr Consulting Llc

What is Stephen Rosen's role at the current company?

Stephen Rosen's current role is Retired Pension Actuary.

What is Stephen Rosen's email address?

Stephen Rosen's email address is sr****@****sen.com

What is Stephen Rosen's direct phone number?

Stephen Rosen's direct phone number is +120297*****

What schools did Stephen Rosen attend?

Stephen Rosen attended Rutgers University, Cherry Hill High School, University Of Iowa, Wharton School, University Of Pennsylvania.

What are some of Stephen Rosen's interests?

Stephen Rosen has interest in Theater, Music, Education, Tennis.

What skills is Stephen Rosen known for?

Stephen Rosen has skills like Actuarial Science, Strategic Consulting, Retirement Planning, Teaching, Expert Witness, Pensions, Employee Benefits, Retirement, Actuarial, Valuation, Erisa, 401k.

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