Ubaid Jan Email and Phone Number
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Designed variable annuity pension plans for law firms to strategically accommodate partner contribution preferences while maintaining compliance with pension regulations under PPA' 06. Prepared expense and disclosure information under SFAS 87/88/132R/158 for clients and reviewed financial statements for pension plans, including for international firms, to verify that assumptions, cost methods and asset valuation methods are appropriate under economic conditions as part of an audit review. Involved in stochastic and deterministic projections, including cash flow projections and sensitivity/scenario analysis, selection of discount rate analysis, pension valuation and expense calculations and impact on financial statements, plan redesign alternatives and funding strategies. Contributed ideas and solutions in the development of new methodologies to address client needs and to improve project efficiencies, while developing technical expertise in relevant laws and regulations. Involved in performing due diligence and offers assistance in integration planning related to employee benefits during corporate mergers and acquisitions, leveraged buyouts, divestitures etc. Served as a lead member on teams, who is responsible for assuring quality, delivery and timeliness of services, while assuming the role of engagement/billing manager on clients with engagement revenue targets. Managed all aspects of engagement economics, consistent with the principles of sound financial management, including budgeting and staffing, billing and collection and variance recognition, with target minimum realization of 110%. Managed staff and served as a coach to seniors, associates and interns, under GHRS development plans and actuarial study program, by providing timely, meaningful verbal and written feedback related to projects including valuations, nondiscrimination testing, calculating benefit certifications/statements, and government filing procedures for all plans.Specialties: Pension, retirement plan design/administration, actuarial consulting, benefits administration, billing, budgeting, cash flow, coaching, customer relations, delivery, due diligence, economics, ProVal, filemaker pro, financial analysis, financial management, financial statements, government filings, lotus notes, mergers and acquisitions, microsoft excel, microsoft outlook, microsoft powerpoint, microsoft word, staffing, asset/liability modeling, valuation.
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Senior Consultant - Retirement Consulting ActuaryGallagherBridgewater, Nj, Us -
Senior Consultant - Retirement Consulting ActuaryBuck Consultants Jun 2010 - Present -
Manager - Retirement PracticePricewaterhousecoopers Llp Apr 2002 - Oct 2009Designed variable annuity pension plans for law firms to strategically accommodate partner contribution preferences while maintaining compliance with pension regulations under PPA' 06.Prepared expense and disclosure information under SFAS 87/88/132R/158 for clients and reviewed financial statements for pension plans, including for international firms, to verify that assumptions, cost methods and asset valuation methods are appropriate under economic conditions as part of an audit review.Involved in stochastic and deterministic projections, including cash flow projections and sensitivity/scenario analysis, selection of discount rate analysis, pension valuation and expense calculations and impact on financial statements, plan redesign alternatives and funding strategies.Contributed ideas and solutions in the development of new methodologies to address client needs and to improve project efficiencies, while developing technical expertise in relevant laws and regulations.Involved in performing due diligence and offers assistance in integration planning related to employee benefits during corporate mergers and acquisitions, leveraged buyouts, divestitures etc.Served as a lead member on teams, who is responsible for assuring quality, delivery and timeliness of services, while assuming the role of engagement/billing manager on clients with engagement revenue targets.Managed all aspects of engagement economics, consistent with the principles of sound financial management, including budgeting and staffing, billing and collection and variance recognition, with target minimum realization of 110%.Managed staff and served as a coach to seniors, associates and interns, under GHRS development plans and actuarial study program, by providing timely, meaningful verbal and written feedback related to projects including valuations, nondiscrimination testing, calculating benefit certifications/statements, and government filing procedures for all plans. -
Human Capital Advisory ServicesDeloitte & Touché Llp Feb 1999 - Mar 2002Managed data process and performed benefit calculations, annual valuations for several types of qualified & non-qualified pension plans ranging from 250 to 10,000 participants. Performed cost calculations, benefit projections and replacement ratios for alternative defined benefit plan designs, while modifying actuarial models to improve calculation efficiency and accuracy of results.Prepared SFAS-87/88/106/132R expense and disclosure information and various Government (IRS, DOL, PBGC) filings for defined benefit and post retirement medical plan sponsors.
Ubaid Jan Skills
Ubaid Jan Education Details
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Actuarial Science/Finance - Major Mathematics - Minor
Frequently Asked Questions about Ubaid Jan
What company does Ubaid Jan work for?
Ubaid Jan works for Gallagher
What is Ubaid Jan's role at the current company?
Ubaid Jan's current role is Senior Consultant - Retirement Consulting Actuary.
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What schools did Ubaid Jan attend?
Ubaid Jan attended Drake University.
What skills is Ubaid Jan known for?
Ubaid Jan has skills like Actuarial Science, Defined Benefit, Pensions, Valuation, Pension Funds, Financial Analysis, Erisa, Employee Benefits, Retirement, Mergers And Acquisitions.
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Ubaid Jan's colleagues are Edward Winiarski, Usha S, Todd Sklar, Cindy Tealey, Matthew Staback, Fsa, Cera, ... .., Arika Tamrakar.
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