|
|
|
|
|
Expertise:
|
|
- Specialist in retirement plan consulting, health and welfare consulting, and Other
Post Employment Benefits (OPEB)
- Works with private sector employers, tax-exempt organizations, school districts,
government entities, and mutual insurance companies
- Special consulting expertise in postretirement medical cost calculations under SFAS
106 and GASB 45
- Proficient in providing consulting and actuarial valuations for defined benefit
pension plans and postretirement medical and life insurance plans, as well as consulting
and administrative services for defined contribution retirement plans and supplemental
executive retirement plans
- Proficient in providing health and welfare consulting with respect to overall plan
design, cost-sharing strategies, claims/expense analysis, and rate negotiation
|
|
Firm Participation:
|
|
- Member, Management Committee
- Joined Conrad Siegel Actuaries
in 1995
|
|
Educational background:
|
|
- B.S. degree, mathematics, cum laude
Moravian College
|
|
Affiliations/activities:
|
|
- Fellow of the Society of Actuaries
- Member of the American Academy of Actuaries
|
