Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Actuary, Pensions

ID: 735457 California, USA

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Expert is one of the most qualified actuaries and pension plan consultants in the country. In his career he has helped thousands of plan sponsors with the management of their company’s retirement plans, as well as hundreds of thousands of plan participants with their pension benefits. In addition to his actuarial expertise, he specializes in creative plan design to maximize benefits to owners and key employees as allowed under IRS laws, and helps clients with correcting difficult compliance issues and other prior year violations using approved IRS correction programs. He also serves as an expert witness and advisor to assist attorneys with their client issues in the areas of marital dissolution, estate issues, pension plan disputes, litigation, audits, loss of income, injury, disability, and IRS/DOL/PBGC compliance.

Education

Year Degree Subject Institution
Year: 1961 Degree: B.A. Subject: Mathematics Institution: Rutgers University

Work History

Years Employer Title Department
Years: 2016 to 2018 Employer: A K Actuarial and Pension Services Title: President Department:
Responsibilities:
Expert witness and adviser to attorneys on all types of retirement plans, executive plans, divorce, life estate and remainder trust calculations, personal injury, loss of income, insurance and annuity contracts
Years Employer Title Department
Years: 1990 to 2016 Employer: The Kagan Company Title: President Department:
Responsibilities:
Managed actuarial and third party administration (TPA) firm serving 650 retirement plans, two offices, and 13 professionals including 4 actuaries.
Years Employer Title Department
Years: 1984 to 1990 Employer: The Morton Company Title: President Department: Retirement Plans
Responsibilities:
Managed actuarial and TPA firm covering 1,400 plans, 2 offices, and 50 professionals including 6 actuaries.
Years Employer Title Department
Years: 1980 to 1984 Employer: Olanie, Hurst & Hemrich Title: Principal Department: Retirement Plans
Responsibilities:
Consulting actuary and marketing manager of client's retirement plans.
Most of clients were large to mid size companies.
Years Employer Title Department
Years: 1971 to 1980 Employer: Alexander and Alexander Title: Manager of Western Region Retirement Practice Department: Retirement Plans
Responsibilities:
Consulting actuary and manager of firm's western region retirement practice covering 8 offices. Most of clients were large to mid size companies.

Career Accomplishments

Associations / Societies
ASPPA American Society of Pension Professionals and Actuaries
WPBA Western Pension and Benefits Association
Los Angeles Actuarial Club
IAA International Association of Actuaries
Licenses / Certifications
FSA Fellow, Society of Actuaries 1967
FCAPP Fellow, Conference of Actuaries in Public Practice 1969
EA Enrolled Actuary, Joint Board for Enrollment of Actuaries 1971
MAAA Member, American Academy of Actuaries 1974
FINRA Securities License, Series 7 and 63 1985
APA Accredited Pension Administrator National Institute of Pension Administrators 1985
CFP Certified Financial Planner
Professional Appointments
Board Member: Conference of Actuaries in Public Practice
Board Member National Institute of Pension Administrators
Board Member Rutgers Club of Southern California

Additional Experience

Expert Witness Experience
I have been doing expert witness and advisory services for attorneys since selling my business in 2016. They have been in the areas of retirement plan litigation, divorce calculations for pension plans, life estate and remainder trust calculations for estate and trust attorneys, executive plans, actuarial assumptions, and retirement plan compliance issues.
Training / Seminars
I have provided numerous seminars over my career on current developments and creative plan design for retirement plans and life insurance rules for pension plans to financial advisor, estate planning, CPA and industry groups.
I have mentored many retirement professionals and actuaries who worked for me over my career.
Marketing Experience
I was in charge of marketing for Alexander and Alexander, Olanie, Hurst & Hemrich, The Morton Company, and others. I built the business from 75 plans in 1990 to 650 plans in 2016.
I was the national program chairman for the annual meetings of Conference of Actuaries in Public Practice and National Institute of Pension Administrators
Other Relevant Experience
I have managed many consulting assignments for large and small firms, such as government compliance issues, mergers and acquisitions, creative plan design, employee issues, and government audits.

Fields of Expertise

actuarial valuation

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