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Expertise Description

I have more than 30 years of experience in consulting on all U.S. qualified pension, profit sharing and 401(k) plans. This includes actuarial valuations and methodology; plan design and document creation, and IRS submission. As well as multiemployer plans including: withdrawal liability, collective bargaining agreements and zone certifications; tax benefits and implications of qualified plans: including FASB and GASB. I also have experience with the valuation of individual plan benefits, plan terminations, de-risking strategies, PBGC coverage, EBSA filings including all form 5500 filings and actuarial certifications, and non-qualified plans. I have prior expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise


Education

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Degree Subject Institution
B.S. Mathematics Long Island University

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