Jake has worked in the retirement consulting field since 1997. His extensive experience includes:

• Leading the Annuity Placement Team at Milliman, guiding clients through de-risking projects and plan terminations
• Co-authoring the Milliman Pension Buyout Index, which monitors the annuity buyout market
• Preparing actuarial valuations as required under ERISA and the Internal Revenue Code
• Developing cost projections to evaluate future business conditions and their impact on benefit programs
• Providing actuarial services required under ASC 715-20, 715-30, and 715-60
• Preparing OPEB valuations as required under GASB 74/75
• Preparing financial statement disclosures as required under GASB 67/68
• Analyzing and reviewing plan design strategies
• Administering plans, including benefit certifications, as well as filing annual returns with regulatory agencies, and reviewing plan amendments