With more than 30 years of experience working with employee benefits, Tom has consulted in the design, funding, administration, and fiduciary and regulatory compliance of defined benefit, defined contribution, and nonqualified deferred compensation plans. He has an in-depth understanding of the complex rules and regulations inherent in qualified retirement plans. Tom is the managing consultant for several of the firm’s largest clients. His clients comprise a variety of employers, including governmental entities, not-for-profit, and private and publicly traded employers with international operations. He also has expertise in mergers and acquisitions, having supported clients in over 100 M&A transactions.
Tom is a Fellow of the Society of Actuaries (FSA), an Enrolled Actuary (EA), a Fellow of the Conference of Consulting Actuaries (FCA), and a Member of the American Academy of Actuaries (MAAA). He received his BS from the University of North Carolina at Chapel Hill and is a member of Phi Beta Kappa.Download Bio PDF