Actuary and Pension Plans Expert Witness | California
Actuary and Pension Plans | E-472679
Expert Qualifications
This experienced actuary has over 40 years of experience in his field. His work throughout his career has involved actuarial services, pension plans, ERISA, government audits, marital dissolution, estate tax and life expectancy calculations, loss of income, death, disability, executive deferred compensation plans, and insurance and annuity contracts. He earned a BA in mathematics from Rutgers University and his FSA, the highest level of education for an actuary. He is a licensed series 7 & 63 financial industry regulatory authority actuary. He is a member of several actuary societies including the American Academy of Actuaries and the American Society of Pension Professionals & Actuaries. He served as a consulting actuary at Alexander & Alexander, where he worked his way up to head actuary of the western region. He then served as a principal of retirement practices at Olaine, Hurst, & Hemrich. After a decade, he moved to Howard Johnson to serve as a consulting actuary. He then served as the President for the Morton Company and the Kagan Company before transitioning back to consulting. This expert currently serves as the owner and consulting actuary for an actuarial and pension services company in California.
Bio Snapshot
Location: CA
BA, Mathematics, Rutgers University
Certified, Financial Planner
Certified, Pension Administrator
Licensed, Series 7 & 63, Financial Industry Regulatory Authority
Licensed, Enrolled Actuary, Joint Board of Enrollment of Actuaries
Member, Society of Actuaries
Member, American Academy of Actuaries
Member, American Society of Pension Professional & Actuaries
Member, National Institute of Pension Administrators
Member, Conference of Consulting Actuaries
Former, Consulting Actuary, Alexander & Alexander
Former, Head Actuary, Western Region, Alexander & Alexander
Former, Principal, Retirement Practice, Olaine Hurst & Hemrich
Former, Consulting Actuary, Howard Johnson
Former, President, The Morton Company
Former, President, The Kagan Company
Current, Owner & Consulting Actuary, an actuarial & pension services company in CA
