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Expertise:
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- Specialist in retirement plan and postretirement medical plan consulting
- Works with private sector employers, professional corporations, trade associations,
and tax-exempt organizations
- Special consulting expertise in the defined contribution plan area, particularly
daily valuation 401(k) plans
- Proficient in actuarial valuations for postretirement medical plans and consulting
and administrative services for profit sharing plans, 401(k) plans, and ESOPs
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Firm Participation:
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- Chair, Defined Contribution Committee
- Member, Management Committee
- Member, Investment Committee
- Joined Conrad Siegel Actuaries
in 1983
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Prior Experience:
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- Employed by large Philadelphia insurer
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Educational background:
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- B.S. degree, actuarial science
Lebanon Valley College
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Affiliations/activities:
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- Fellow of the Society of Actuaries
- Member of the American Academy of Actuaries
- Rotary Club of Colonial Park
- Local church organizations
- Investment Adviser Representative of Conrad Siegel
Investment Advisors, Inc.
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