Bret’s actuarial expertise is rooted in financial risk, enterprise risk management, HR consulting, risk management, and employee benefits design. He has worked with private, multiemployer, and public employers specializing in retirement plan consulting.

True to his innovative nature, Bret created Milliman’s Daily Pension Tracker tool (MDPT) to help clients value their plans daily, providing key information to effectively implement dynamic asset allocation strategies and determine when to reallocate assets and reduce volatility risk.

Before joining Milliman, Bret performed HR operational due diligence for private equity investors and strategic buyers. His experience includes cost analysis of HR programs, benefit integration analysis, financial risk exposure assessments, transition services agreements, and benefit program negotiations.

Bret is fluent in Spanish. He has mentored and led training sessions to Spanish-speaking actuaries and pension administrators.