Member Profile

Broad experience in the risk management of defined benefit and other postretirement benefit plans. Extensive knowledge of single-employer pension plans, including funding, accounting and benefit administration, as well as plan design, asset/liability modeling and compliance consulting. Wide knowledge regarding church plan law and regulations. Some experience in multiemployer and public retirement programs. Strong client-facing skills with history of well-informed and highly satisfied client relationships. Long-term involvement with training, including coordination and administration of company-wide internal training program, plus volunteer Scout training.