Specialties & Experience of this Expert Witness

Additional Information

Enrolled Actuary with the Joint Board for Enrollment of Actuaries Associate of the Society of Actuaries Member of the American Society of Enrolled Actuaries Expertise in the administration and compliance of qualified retirement plans. In this capacity I provide pension actuarial consulting services to third party administrators, corporate clients, small businesses, financial advisors, attorneys, CPAs and individuals. Services encompass providing expertise with regard to traditional defined benefit pension plans, cash balance plans, and defined contribution plans. Applicable functions include plan design, plan implementation, actuarial calculations, non discrimination testing, due diligence and plan resolution projects, and expert witness testimonials. I have spoken at actuarial conferences and written articles for actuarial magazines. Originally from New York, I currently reside in metro Los Angeles, California, and earned a Bachelor of Science in Mathematics from the University of New York at Albany. I am an Associate of the Society of Actuaries, an Enrolled Actuary, and a member of the American Society of Enrolled Actuaries. Community involvement has consisted of the rotary club, toastmasters and the local Chamber of Commerce. I enjoy working out, jogging, reading, golf, the arts and movies, nature and traveling.