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Primary Area of Expertise

Actuary

Profile

Pension Plan consulting actuary with 40+ years of experience. Had third party administration (TPA) and actuarial firm serving 650 pension, profit sharing and 401k plans. Sold firm in 2016 and have completed transition of clients to new owner. Want to now do expert witness work for qualified and non-qualified retirement plans under ERISA law. Have FSA and EA actuarial designations. FSA is the highest educational designation for actuaries. EA is enrolled actuary, which allows certification of pension plan valuations. Also have other actuarial designations. Have presented numerous seminars to CPA, Financial Planning and CPA groups on current pension plan developments and creative plan design.  I also help family law attorneys with marital dissolution calculations and QDRO reviews, as well as personal injury attorneys with actuarial value calculations of projected lost income, and estate planning attorneys with actuarial present value calculations.