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Expertise:
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- Specialist in providing consulting for all types of retirement plans including defined
benefit pension plans, defined contribution retirement plans, and 403(b) plans
- Works with private sector employers and tax-exempt organizations
- Proficient in overall retirement plan design, administration, compliance, preparing
actuarial valuations for defined benefit pension plans and providing consulting
and administrative services for defined contribution retirement plans and 403(b)
plans
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Firm Participation:
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- Member, Human Resources Committee
- Joined Conrad Siegel Actuaries
in 1982
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Prior Experience:
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- Worked in the Philadelphia offices of two major consulting firms
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Educational background:
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- B.S. degree, business administration
Drexel University
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Affiliations/activities:
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- Associate of the Society of Actuaries
- Member of the American Academy of Actuaries
- Member and past president, Mechanicsburg-North Rotary Club
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