Charlie serves Milliman’s Employee Benefits practice by providing analysis of legislation, regulations, accounting standards, and formal and informal agency guidance for implications on employee benefits. He manages the training of consultants on developing employee benefits and technical issues and assists in producing Milliman publications and technical resources.
Throughout his career, Charlie has worked extensively with colleagues, plan sponsors, leaders of Washington, D.C., employee benefits trade groups, and lawmakers on employee benefit program strategy, design, pricing, communications, and interpretation. He is recognized for his ability to develop and clearly articulate plan sponsor strategies from complex and technical IRS and FASB rules. He was appointed as the actuary on the Department of Labor’s ERISA Advisory Council from 2004 to 2006 and as a delegate to the National Savers Summit in 2006. He has made presentations at the White House, the Treasury, the Pension Benefit Guaranty Corporation, and at highly respected Washington trade group benefits committee venues.
