|
|
|
|
|
Expertise:
|
|
- Specialist in retirement plan consulting
- Works with private sector employers and tax-exempt organizations
- Special consulting expertise in SFAS 87 cost calculations and reporting requirements
for defined benefit pension plans
- Proficient in preparing actuarial valuations for defined benefit pension plans,
providing consulting and administrative services for defined contribution retirement
plans, employee communications, and government forms preparation
|
|
Firm Participation:
|
|
- Member, Defined Benefit Committee
- Responsible for training new actuarial analysts in the defined benefit practice
area
- Joined Conrad Siegel Actuaries
in 1992
|
|
Educational background:
|
|
- B.S. degree, mathematics, summa cum laude
Elizabethtown College
|
|
Affiliations/activities:
|
|
- Fellow of the Society of Actuaries
- Member of the American Academy of Actuaries
|