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Alan's experience covers retirement plans, college prepaid tuition and savings plans, endowments, foundations, and insurance organizations. He specializes in the development of capital markets assumptions and investment policy. Alan performs asset/liability studies, including stochastic modeling, helping plan sponsors to develop investment and funding strategies and manage financial risk. He also performs valuations of employee stock options.
Alan serves on Milliman's Investment Oversight Committee and is the Chair of Milliman's Capital Markets Committee. He is a frequent speaker on pension and investment topics, having addressed many groups, including:
Alan is co-author of the annual Milliman Pension Funding Study that analyzes the funding progress of the 100 largest U.S. corporate defined benefit plans. He also has authored papers on various actuarial topics of concern to Milliman’s clients.