Katie has worked in the benefits consulting field since 2010, with prior experience at Aon, Ernst & Young, and Fidelity Investments. Clients look to Katie to provide a depth of knowledge of their benefit plans and thoughtful consulting advice.

Her experience includes:

• Actuarial valuations for defined benefit and retiree medical plans
• Financial accounting for defined benefit, nonqualified, and retiree medical plans
• Projections to evaluate future defined benefit and retiree medical plan design changes
• Special financial accounting for plan splits and settlements
• Consultation on cost saving alternatives, including lump sum windows
• Experience studies for various actuarial assumptions