Kevin's responsibilities include managing client service relationships, employee benefit consulting in the retirement and healthcare practice areas and coaching/mentoring actuarial staff.
Kevin has over 20 years of experience in the employee benefit consulting field. His expertise includes:
- Design and financial analysis of retirement plans, including the requirements for cash funding and financial statements;
- Early retirement incentive programs;
- Plan mergers and acquisitions;
- Design and financial analysis of non-qualified supplemental executive retirement plans;
- Plan curtailments, settlements and terminations; and
- Designing employee communications and conducting employee meetings.
Kevin serves on the board of the VNA Foundation of Central New York, is a volunteer coach for Little League Baseball and participates in the activities of a number of local and national non-profit organization events, including those sponsored by Junior Achievement of Central New York, the American Red Cross and others.
Kevin graduated summa cum laude from Utica College of Syracuse University with a Bachelor of Arts degrees in Actuarial Science, and is an Enrolled Actuary, licensed to perform actuarial services under the Employee Retirement Income Security Act of 1974 (ERISA). He has also received the Membership of the American Academy of Actuaries. |
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