Facilitates planning sessions to develop new solutions for client needs.
October 14, 2022
Supports and oversees the annual information collection process for pension clients (request information, validate and process information, document results) conducted by pension analysts.
December 06, 2022
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 19, 2022
Produces intellectual capital thought pieces and helps to distribute and promote the ideas internally.
February 09, 2023
Provides high level of technical expertise to Relationship Managers, Sales Executives, Investment Consultants and Consultant Relations teams to model pension plan liabilities and assets.
February 19, 2023
Developing, questioning and validating key model / process parameters, assumptions, drivers and scenarios.
March 14, 2023
Participates in special projects and performs other duties as assigned.
March 19, 2023
Reviews the latest regulatory developments and industry trends affecting defined benefit plans, including changes to ERISA, Internal Revenue Code, FASB and PBGC rules.
May 04, 2023
Designing, building and implementing investment / actuarial models as needed to support and inform the strategic investment decision process.
May 14, 2023
Contributes to the continuous oversight and improvement of systems, databases, processes and models supporting the VIAS Pension Strategy and Analysis organization.
May 17, 2023