As a member of the Defined Benefit Actuarial Services team, Jeff’s duties include:

• Managing all phases of the actuarial OPEB valuation process and the actuarial pension valuation process
• Acting as Client Relationship Manager
• Reviewing and reconciling participant data
• Reviewing and reconciling plan assets
• Reviewing valuation output and checking sample results
• Preparing actuarial valuation reports and associated funding calculations
• Preparing IRS Form 5500 and PBGC Form 1
• Preparing participant annual benefit projection statements
• Reviewing benefit calculations for participants who are terminating employment or retiring