E.R.I.S.A., Inc.'s Professional Staff

BS Degree in Actuarial Science from the University of Wisconsin at Madison
Retirement plan professional since 1997
With E.R.I.S.A., Inc. since 2000
Qualified 401(k) Administrator designation from the American Society of Pension Professionals and Actuaries (ASPPA)
Qualified Pension Administrator designation from the American Society of Pension Professionals and Actuaries (ASPPA)
Holds Series 6 FINRA securities license
Moderator, National Summer Academy jointly sponsored by IRS/ASPPA, San Diego, CA, “Designing and Administering DC Plans After EGTRRA, July 2002
Expert witness, Federal District Court, Northern District of Illinois 2005
Experienced with IRS Voluntary Compliance Program for remediation of retirement plan operational and document defects
Performs both defined benefit and defined contribution valuations

BS Degree in Mathematics/ Computer Science from the University of Illinois at Urbana-Champaign
With E.R.I.S.A., Inc. since 2001

BS Degree in Mathematics from Western Michigan University
Qualified 401(k) Administrator designation from the American Society of Pension Professionals and Actuaries
With E.R.I.S.A., Inc. since 2005

BS Degree in Mathematical Sciences with a concentration in Probability and Statistics from Northern Illinois University, Dekalb
With E.R.I.S.A., Inc. since 2011