Stephen Rosen Email & Phone Number

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.

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.

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.

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

Haddonfield, Nj

Haddonfield, Nj

Haddonfield, Nj

Business Development

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.

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

Philadelphia, Pa

Shareholder in charge of actuarial services and plan administration

Ab, Math

Education record

Actuarial Science

Business