Richard J. Bottelli Jr.
Dick Bottelli is a principal of Milliman and manages the firm’s New York pension actuarial practice. He joined the firm in 1999.
Experience
Dick has more than 30 years of experience providing independent professional advice for all types of retirement, postretirement medical/life, and executive compensation programs. In addition to managing the New York pension actuarial practice, he serves as relationship manager and consulting actuary on employee benefit programs to corporations and not-for-profit organizations. Dick has expertise in U.S. and international accounting standards, plan design, legal and technical requirements, funding alternatives, plan terminations, actuarial analysis, and retirement planning and taxation.
Dick serves on Milliman’s Investment and Retirement Committee and chairs the firm’s Research Oversight Group. He also serves on the Pension Committee of the New York State Society of Certified Public Accountants and served on the previous Pension Accounting Committee of the American Academy of Actuaries.
Dick is a published author and frequent speaker on issues relating to cash balance plans. He speaks on a variety of other topics, including pension risk management, emerging pension legislation, corporate retirement plan trends, FAS accounting standards and accounting fundamentals, controlled groups and nondiscrimination testing, early retirement window programs, and executive benefits through qualified retirement plans.
Professional Designations
- Enrolled Actuary certified by the Joint Board of the U.S. Departments of Labor and Treasury
- Member, American Academy of Actuaries
- Associate Member, New York State Society of Certified Public Accountants
Education
- BA (cum laude), University of Virginia
- MBA (honors), Rutgers Graduate School of Management
Publications