Member Profile

Consulting actuary specializing in DC plans in a variety of markets including higher education, non-profit hospitals/healthcare and other non-profits. Actuarial science degree from Ball State University. Specialties: DC lifetime income and implementation strategies, Strategic DC and DB consulting on effectiveness of plans. DC expertise includes 401k, 401a and 403b plans. Past consulting projects included plan design, simplifying administration and compliance, compliance reviews and nondiscrimination testing. DB consulting on plan design, plan cost and funding, administration, simplifying administration and compliance, and compliance reviews. Public speaking, thought leadership, team management and project leadership and management, behavioral economics speaker