Facilitates planning sessions to develop new solutions for client needs.
August 13, 2021
Supports and oversees the annual information collection process for pension clients (request information, validate and process information, document results) conducted by pension analysts.
August 30, 2021
Produces intellectual capital thought pieces and helps to distribute and promote the ideas internally.
November 06, 2021
Provides high level of technical expertise to Relationship Managers, Sales Executives, Investment Consultants and Consultant Relations teams to model pension plan liabilities and assets.
November 13, 2021
Reviews the latest regulatory developments and industry trends affecting defined benefit plans, including changes to ERISA, Internal Revenue Code, FASB and PBGC rules.
November 22, 2021
Participates in special projects and performs other duties as assigned.
November 30, 2021
Acts as a technical/industry expert in managing the delivery of pension risk services, analyzing client needs, recommending improvements, and assessing the impact of any newly recommended or additional financial services.
December 27, 2021