Visual Basic

Microsoft Office

Data Analysis

Microsoft Excel

Databases

• Valuation, design, administration, and investments of retirement plans

• Cost mitigation and risk management of employer sponsored retirement plans

• Implementation of pension de-risking strategies such as lump sum windows

• Benefit cost assessments and negotiation support for collective bargaining

• Workforce retirement readiness and financial wellness assessments

• Consulting on cash funding and accounting requirements of retirement plans

• Actuarial consulting on mergers, acquisitions, sales, and benefit redesign

• Testing for nondiscrimination of pension and defined contribution plans