Jeff Reardon
EA, MAAA
Enrolled Actuary
Albany, NY, US
Jeff Reardon is an actuary with Milliman’s Albany office. He joined the firm in June 2003.
Experience
As a member of the Defined Benefit Actuarial Services team, Jeff’s duties include:
- Managing all phases of the actuarial OPEB valuation process and the actuarial pension valuation process
- Acting as Client Relationship Manager
- Reviewing and reconciling participant data
- Reviewing and reconciling plan assets
- Reviewing valuation output and checking sample results
- Preparing actuarial valuation reports and associated funding calculations
- Preparing IRS Form 5500 and PBGC Form 1
- Preparing participant annual benefit projection statements
- Reviewing benefit calculations for participants who are terminating employment or retiring
Professional Designations
- Enrolled Actuary, ERISA
- Member, American Academy of Actuaries
Education
- BA, Physics, Siena College, 2001
Publications
Read their latest work
Article
Defined benefit plans paying lump sums - Restricted employees
05 March 2020 - by Jeff Reardon
This article helps identify restricted employees and explains how their lump-sum benefit form option may be affected.