Work Experience: Over 30 years of experience in the actuarial consulting industry specializing in the design and implementation of pension and 401(k) plans. Preparation of actuarial and FAS accounting valuations, non-discrimination testing, IRS Form 5500 and 5300, PBGC 500 and premium filing forms, employee communications, plan mergers, plan terminations, optimizing tax benefits, qualified domestic relation order calculations and drafting Cash Balance, Defined Benefit and 401(k) Plan documents.
Software: Ftwilliams, Penguin actuarial valuation Software, Excel, Word, Adobe
Education: Graduated from University of Texas in 1981 with a B.B.A. in Actuarial Science
Professional Designations: Enrolled Actuary and Member of Society of Pension Actuaries and ASPPA
Hobbies: Car racing, Yoga, Golf, poker, travel, Horses, automobiles, exercise, volunteering
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