Derek has over 19 years of pension consulting and administration experience. Prior to joining the firm in 2015, Derek was an Assistant Vice President with a top rated financial services company where he was responsible for operations, product development, client solutions and system testing.
Derek is a seasoned defined benefit administration professional who assisted in the development of Bluefin, an on-line administration system. He also has actuarial consulting experience developing funding and financial reports, plan studies and plan terminations. Derek is responsible for lead implementation setup and technical mentoring. He is a compliance expert and complex calculation specialist.
Derek is a credentialed member of the American Society of Pension Professionals and Actuaries as both a Qualified 401(k) Administrator (QKA) and a Qualified Pension Administrator (QPA).He received his BS from Ball State University.Download Bio PDF