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Rich's area of expertise is retirement benefits. His clients include private sector employers, public employers, and multiemployer trusts. Rich has extensive experience in:Defined benefit valuations
401(k)/DC valuations
Retiree medical valuations
Administration and recordkeeping
Experience studies
Nondiscrimination testing
Plan document drafting
Modeling of retirement income/costs
FAS 87/FAS 106 valuations
GASB requirements
Plan terminations and mergers
Presentations and publications
Rich is a frequent speaker on employee benefit topics.
Education
BA, Applied Mathematics, University of California at Berkeley | 