Joe is an enrolled actuary under ERISA and a member of the American Academy of Actuaries.
Joe has over 30 years of experience working with tax qualified and non-qualified Pension Plans for small, medium and large companies. Previously, Joe served as an actuary and consultant with other major actuarial consulting firms in the Boston area.
Joe is responsible for the accuracy of the annual valuations, government filings, benefit calculations, and financial disclosures. He is also experienced in a wide variety of plan design and retirement income replacement studies.
Joe earned his B.A. degree in mathematics from Colby College in Waterville, Maine.
