FSA, MAAA, EA
Professional designations
- Fellow, Society of Actuaries
- Member, American Academy of Actuaries
- Enrolled Actuary, ERISA
Current responsibility
Experience
Rich's area of expertise is retirement and health and welfare benefits. His clients include private-sector employers, public employers, and multiemployer trusts. Rich has extensive experience in:
- defined benefit valuations
- retiree medical valuations
- experience studies
- nondiscrimination testing
- plan document drafting
- modeling of retirement plan costs
- projections of health and welfare costs
- accounting standards related to retirement and postretirement health plans
- plan terminations and mergers
Presentations and publications
- Western Pension and Benefits Conference
- Asia Pacific Association for Fiduciary Studies
- PBGC FBA Conference
- Milliman Consultant Forums
Education
- BA, Applied Mathematics, University of California at Berkeley
CONTACT INFORMATION

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