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Expertise:
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- Specialist in providing consulting for all types of defined contribution retirement
plans including 401(k) plans, ESOPs, and profit sharing plans
- Works with private sector employers and tax-exempt organizations
- Special consulting expertise in providing administrative services for larger employers
- Proficient in overall retirement plan design, administration, compliance, investment
consulting and investment education for participants
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Firm Participation:
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- Member, Information Technology Committee
- Member, Defined Contribution Committee
- Joined Conrad Siegel Actuaries
in 1991
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Prior Experience:
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- Benefits specialist providing defined contribution system expertise for an international
consulting firm in New Jersey
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Educational background:
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- B.S. degree, mathematics with concentrations in computer science & operations research
Bucknell University
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Affiliations/activities:
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- Certified Employee Benefit Specialist
- Board Member, Leadership Harrisburg Area
- Past President and Board Member, Central Pennsylvania Chapter, International Society
of Certified Employee Benefit Specialists
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