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Adam Heath, QPA

Actuarial Analyst
Albany, NY, US

Tel: +1 518 5147100

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Professional Designations

  • Qualified Pension Administrator (QPA)
  • Currently pursuing accreditation with Society of Actuaries and Joint Board of Enrolled Actuaries
  • Member, American Society of Pension Professionals and Actuaries

Education

  • BA, Mathematics, Eastern Connecticut State University
  • MS (magna cum laude), Mathematics, University of New Hampshire

Current Responsibility

Adam is an actuarial analyst with Milliman's Albany office. He joined the firm in 1999.

Experience

With more than five years of experience, Adam is responsible for clients with defined benefit pension plans.

As a member of the Defined Benefit Actuarial Services team, his duties include:

  • Preparing census data requests
  • Reviewing and reconciling participant data
  • Reconciling of plan assets
  • Setting up the actuarial valuation using Milliman's Val 2000 system
  • Reviewing valuation output and checking sample results
  • Drafting actuarial valuation reports
  • Drafting IRS Form 5500 and PBGC Form 1
  • Preparing participant annual benefit projection statements
  • Reviewing certified benefit calculations for participants who are terminating employment or retiring
  • Maintaining client historical pension database
  • Providing client support for day-to-day administrative activities
  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman