Sr. Director Pension Solutions, Pacific Life Insurance Company

Contact Information
Pacific Life Insurance Company
700 Newport Center Drive
Newport Beach, CA 92660
United States
Phone: 9492194388
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


CCA Member Since 2015
Corporate DB/DC Government DB/DC Nonprofit DC Other Pension Subset Other Practices
Leadership Development Steering Committee

202 - Decumulation/Retirement Income Planning in a DC World 2024 CCA Annual Meeting (October 28, 2024)

Strategic DC Plan Design in a Post-SECURE 2.0 World 2023 CCA Annual Meeting (October 18, 2023)

What's New in the Annuity Purchase Market? 2023 CCA Annual Meeting (October 16, 2023)

Strategic Plan Design for DC Plans 2022 CCA Annual Meeting (October 19, 2022)

My DB Plan is Frozen: Now What? 2022 CCA Annual Meeting (October 17, 2022)

Inflation: Back to the Future 2022 CCA Annual Meeting (October 16, 2022)

DC Retirement Plans for DB Actuaries - Lifetime Income 2022 Enrolled Actuaries Conference (May 02, 2022)

DC Plans/Lifetime Income/Financial Wellness 2021 CCA Annual Meeting (October 27, 2021)

Special Retirement Consulting Considerations in Working With Not for Profits 2019 CCA Annual Meeting (October 28, 2019)

Retirement Planning Models Meet Holistic Financial Wellness: How to Incorporate Non-Traditional RIGs 2016 CCA Annual Meeting (October 24, 2016)

Mergers and Acquisitions: Industry Differences, Different Perspectives 2015 CCA Annual Meeting (October 27, 2015)