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 models and underlying assumptions with clients through participation in meetings and presentations.•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 windows, post-retirement medical and acquisition studies. Consulted and advised clients on pension risk management strategies that help organizations measure, mitigate and monitor their pension risk exposure. •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 resolution for clients.

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 with underlying assumptions and methodologies. Prepared client deliverables to communicate results of actuarial valuation, accounting results, and underlying assumptions and methods.•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 AFTAPs.

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 with underlying assumptions and methodologies. Prepared client deliverables to communicate results of actuarial valuation, accounting results, and underlying assumptions and methods.•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 AFTAPs.