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Richard J. Bottelli Jr., EA, MAAA

Principal, Consulting Actuary
New York, NY, US

Tel: +1 646 4733000

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Professional Designations

  • Enrolled Actuary certified by the Joint Board of the U.S. Departments of Labor and Treasury
  • Member, American Academy of Actuaries

Education

  • BA (cum laude), University of Virginia
  • MBA (honors), Rutgers Graduate School of Management

Current Responsibility

Dick is a principal with the New York office of Milliman and works primarily with corporate plan sponsors. He joined the firm in 1999.

Experience

Dick has more than 20 years of experience providing independent professional advice for all types of retirement, postretirement medical/life, and executive compensation programs. He serves as account executive and consulting actuary on employee benefit programs to corporations and not-for-profit organizations. Dick has expertise in U.S. and international accounting standards, plan design, legal and technical requirements, funding alternatives, plan terminations, actuarial analysis, and retirement planning and taxation.

He is a published author and frequent speaker on issues relating to cash balance plans and speaks on a variety of other topics, including the 2006 Pension Protection Act, corporate retirement plan trends, FAS 158 accounting changes and accounting fundamentals, controlled groups and nondiscrimination testing, early retirement window programs, and providing executive benefits through qualified retirement plans.
  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman