Greater Chicago Area
I’m an Enrolled Actuary specializing in Defined Benefit and Cash Balance plans for small to mid-sized companies. I help ensure these plans are designed, maintained, and administered efficiently while navigating complex retirement plan regulations. I provide comprehensive administration support across the entire lifecycle of a retirement plan, from design to termination.
Serve as an Enrolled Actuary focused on the design and ongoing management of defined benefit and cash balance plans. Responsible for plan design, contribution calculations, and overseeing all aspects of plan administration, from annual valuations and compliance filings to distributions, amendments, and plan terminations. Work closely with consultants to support client engagements, providing technical expertise and ensuring plans are structured and maintained effectively.
Worked directly with clients as a retirement plan consultant, guiding business owners and advisors through all aspects of defined benefit plan administration. Focused on translating complex actuarial and regulatory concepts into clear, practical guidance, helping clients make informed decisions about their retirement plans. Gained hands-on experience on A-Z plan administration.
Worked on large public pension systems analyzing funding, long-term obligations, and plan sustainability. Experience built a strong foundation in retirement plan design, risk management, and helping organizations meet long-term benefit commitments.