Joe has a broad range of experience in working with defined benefit plans in the areas of design, administration, compliance and funding. Joe has served as a consultant to many types of clients, including corporate and public. Joe is an enrolled actuary who is responsible for ensuring the technical accuracy of projects as well as the effective communication of the results to the executive staff, employee benefits committees, boards, legislative committees, and other interested parties.
Over his 30-year career, Joe has worked with regional and national actuarial firms. He also created his own pension actuarial and administration firm in 1997 and sold his interest in 2012. Joe has broad experience in providing actuarial and administrative services as the lead consultant to a variety of clients from owner-only plans to large corporate plans and statewide retirement systems. His work has included standard actuarial work including actuarial valuations, experience studies, projection modeling, cost studies and presentation. He also deals in special consulting projects related to data analysis, benefit calculation programs, mergers and acquisitions as well as support in liquidity analysis and bankruptcy proceedings.
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How to contact Joe Nichols
