Jeffrey Schultz

Jeffrey serves both private and public sector clients regarding their defined benefit pension plans and post-retirement medical and life plans. Client assignments include actuarial valuations for minimum funding and employer accounting under ERISA, FASB, and GASB standards, cost studies, plan terminations, and government filings.

Jeffrey has extensive experience working on special projects such as experience studies, funding and accounting projections, lump sum windows, and DB to DC replacement calculations. Jeffrey serves as an expert on Milliman's valuation systems committee and educates other consultants and analysts about the use of the valuation system.

Jeffrey also serves as the Data Analytics expert in the Philadelphia Employee Benefits Practice.