MAAA, EA
Professional designations
- Member, American Academy of Actuaries
- Enrolled Actuary, ERISA
Current responsibility
Experience
Kevin has more than 20 years of experience in the actuarial field, including extensive experience in dealing with issues relating to defined benefit plans. His experience includes involvement in the review of actuarial valuations, assumption studies, asset/liability forecasts, benefit improvement studies, early retirement window programs, plan mergers, compliance with nondiscrimination regulations, and funding policy development. Kevin is actively involved with all aspects of servicing multiemployer plans, including the use of projection tools, issues on withdrawal liability matters, and consultation on withdrawal liability settlement proceedings. With regard to projection tools, Kevin presents projection models to Taft-Hartley fund clients to evaluate issues on such items as the plan’s minimum contribution requirements, funding policy, unfunded vested liability, and the Pension Protection Act of 2006.
Kevin's other experience includes working with public plans and single-employer plans. In the public sector, he completes actuarial valuations for several police and fire funds. He has also worked directly with the Pension Benefit Guaranty Corporation (PBGC) on distress plan terminations. In addition, Kevin is familiar with dealing with various issues related to the nondiscrimination requirements of the Internal Revenue Code, including, but not limited to, general testing experience.Presentations and publications
- Review of economic and non-economic assumptions (ASOP 27 and 35)
- Review of asset valuation and funding method changes (Revenue Procedures 2000-40 and 2000-41)
- Review of the universe of mortality tables
- Review of technical topics on multiemployer plans
- Review of Pension Protection Act of 2006 on multiemployer plans
Education
- BS, Mathematics, University of Illinois–Urbana
Office:
Phone:
Fax:
