Joe is a Senior Vice President for CBIZ Retirement and Investment Solutions Practice in the Philadelphia office. Joe holds the Fellow Consulting Actuaries (FCA), Member, Society of Pension Actuaries (MSPA), Enrolled Actuary (EA) Member of the American Academy of Actuaries (MAAA) and Qualified Pension Administrator (QPA) designations. As Senior Vice President, Joe consults and provides actuarial services to a number of clients, with a focus on multiemployer pension plans. His most recent assignments include asset/liability projections and retirement plan redesign studies. Joe specializes in the Pension Protection Act of 2006, Multiemployer Pension Protection Act of 2014, and American Rescue Plan Act of 2021 compliance. He also has expertise in withdrawal liability calculations/review and funding strategies/projections for multiemployer funds. Joe is a member of the American Academy of Actuaries Multiemployer Plans Subcommittee and the IFEBP’s Professionals Committee. He frequently presents at the Enrolled Actuaries Meeting, the Society of Actuaries Meeting, the Conference of Consulting Actuaries Meeting and the IFEBP Meetings. Joe also co-authored articles for the Journal of Pension Benefits and Benefits Magazine. Prior to joining CBIZ, Joe worked for Savitz, which was acquired by CBIZ in 2016. Previously, Joe was an Assistant Vice President for a national actuarial consulting firm, where his primary responsibilities included providing valuation and other actuarial consulting services as account manager, actuary and consultant to a variety of clients. He was also Training Director and a member of the National Valuation Report Task Force where he oversaw the development of the proprietary pension valuation system. In his spare time, Joe enjoys spending time with his wife and young daughter. Joe is an avid runner and triathlete. He is also a youth soccer coach and plays the drums.
Senior Vice President at CBIZ