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Kathy serves both public and private sector clients regarding their defined benefit pension plans and postretirement welfare plans. Client assignments include actuarial valuations for minimum funding and employer accounting under ERISA, FASB, and GASB standards; cost studies and legislative impacts (including multi-year projections); and government filings. Kathy has experience in developing cost projection models for private and public sector clients to determine future funding levels and the cost of proposed plan changes. She also assists with participant communication by providing individual benefit statements and benefit calculations.
Kathy currently serves on the Editorial Committee of Milliman's Benefits Perspectives and chairs Milliman's Systems Enhancement Committee for the firm's valuation system. She has also assisted the Joint Board for the Enrollment of Actuaries and the Society of Actuaries in developing the Enrolled Actuaries examinations.