Member Profile

Bruce is an actuary with extensive experience in the design, funding, compliance, and administration of qualified defined benefit and defined contribution retirement plans. He provides advice on unusual and complex matters, performs traditional actuarial valuation services, and consults on day-to-day plan functions. He provides similar assistance with respect to post-retirement medical programs, including accounting valuations. He also has extensive experience in the design and analysis of executive compensation programs and non-qualified retirement plans, including SERPs, QSERPs, deferred compensation plans, and split-dollar arrangements. He has consulted with large organizations in the selection of an outsourcer to administer their retirement programs and in the selection of a firm to provide actuarial services.