Whitney Gonzalez Email & Phone Number

• Provided high level analysis and preliminary review of client deliverables completed by analysts for projects involving qualified, nonqualified and post-retirement medical plans. Communicated results of valuation.
• Performed calculations and analysis on special retirement projects and analyzed their impact on client retirement programs. This included assumption studies, plan design studies, plan terminations, early retirement.
• Managed and mentored junior members of the team, peer reviewing and providing final sign-offs of analyst work. Assisted senior consultants with day to day client contact, analyst workflow supervision and problem.

Philadelphia, PA

• Gathered, sanitized and reconciled annual data and asset information to be used in forecasting models. Analyzed data and developed financial measurement of retirement programs using stochastic valuation modeling tools.
• Reviewed and interpreted plan documents. Produced employee pension benefit calculations, benefit statements and annual government forms, which included Form 5500, Form 8955-SSA, PBGC Filings, Annual Funding Notices and.

Richmond, VA

• Gathered, sanitized and reconciled annual data and asset information to be used in forecasting models. Analyzed data and developed financial measurement of retirement programs using stochastic valuation modeling tools.
• Reviewed and interpreted plan documents. Produced employee pension benefit calculations, benefit statements and annual government forms, which included Form 5500, Form 8955-SSA, PBGC Filings, Annual Funding Notices and.