Sheila’s responsibilities include managing client service relationships, employee benefit consulting in the retirement practice area, oversight of the actuarial valuation processes,  and coaching/mentoring actuarial staff.

Sheila has over 25 years of experience in the employee benefit consulting field.  Her 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; and
• Plan curtailments, settlements and terminations

Sheila graduated from the State University College at Oswego with a Bachelor of Arts degree in Mathematics, and is an Enrolled Actuary, licensed to perform actuarial services under the Employee Retirement Income Security Act of 1974 (ERISA).  She is also an Associate in the Society of Actuaries and a Member of the American Academy of Actuaries.