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Joel Wehner, FSA, EA, MAAA

Principal, Consulting Actuary
Houston, TX, US

Tel: +1 713 6588451

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Professional Designations

  • Fellow, Society of Actuaries
  • Enrolled Actuary under ERISA
  • Member, American Academy of Actuaries
  • Fellow, Conference of Actuaries in Public Practice

Education

  • BBA, Actuarial Science (with highest honors), University of Texas at Austin

Current Responsibility

Joel Wehner is a principal and consulting actuary in the Milliman Southern Employee Benefits Practice (SEB). As leader of the region’s retirement practice, he heads the efforts to expand Milliman’s share of the area’s retirement consulting and administration marketplace. He also leads the efforts to expand the SEB health and group benefits consulting practice in the employer market.

Experience

Joel’s expertise is in the retirement consulting area. His work with clients focuses on design, implementations, and ongoing administration of a broad range of qualified and nonqualified retirement programs and retiree medical plans. Having worked in the retirement consulting field since 1980, his extensive experience includes:

  • Actuarial valuations for defined benefit plans
  • Cost projections to evaluate future business conditions and their effect on benefit programs
  • Retirement and financial planning seminars
  • Assisting employers in developing plan design strategies
  • Extensive merger and acquisition analyses
  • Review of plan administration/outsourcing alternatives

Joel is an accomplished speaker, presenting at professional conferences, seminars, and corporate meetings nationwide.

Prior to joining Milliman in 2003, he was a consulting actuary and practice leader for Buck Consultants in Houston for 13 years. He also spent 10 years with William M. Mercer (eight years as a consulting actuary in Houston and two years as practice leader in Charlotte, NC).

  • Work at Milliman

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