Benefits consultant and actuarial software applications developer, with extensive knowledge of the Employee Retirement Income Security Act (ERISA) and experience in the valuation of defined benefit plan liabilities for both funding and accounting purposes.
Designed and programmed XFactors, a suite of built-in Excel functions that calculate actuarial present value factors.
Designed and programmed applications for 2 large municipal retirement plans that automate the extraction and summarization of valuation software output into client-ready formats, which reduced, by an order of magnitude, the time required to produce results, while significantly reducing errors.
Designed and programmed benefit statements for the National Imagery and Mapping Agency.
Designed and programmed an ActiveX DLL for large computer services firm, which projected and compared the present value of federal government pension benefits to private sector pension benefits.
Managed a variety of client engagements, including valuations and special projects for both large and small municipal pension plans, qualified corporate plans (union, non-union, multi-employer) and non-qualified plans. Performed project planning and annual funding and accounting valuations for final average pay and cash balance plans. Computed costs and impact to accounting expense for plan amendments. Calculated PBGC 4010 benefit liabilities, QDROs, and nondiscrimination testing. Prepared valuation reports and government filings. Developed and/or refined numerous actuarial- and benefits-based spreadsheet applications in order to improve initial accuracy of, and reduce the time required to produce, results.
Visual Basic for Applications
Microsoft Office Suite (Excel, Word, Powerpoint, Access)
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