Staff

Our only business is providing quality professional services. We pride ourselves in our responsive personal service. Our attention to essential details is a critical component of the success of any plan we design or administer.

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  Raymon Alperstein, AIA, EA, MSPA, ASA

  
  

  Raymon Alperstein is an Enrolled Actuary and has been in the actuarial profession since 1977.
  
  Raymon has had experience in the life and pension divisions of international insurance companies and in other pension consulting firms.
  
  Raymon is an Associate of the Society of Actuaries and is a Member of the Society of Pension Professionals & Actuaries, and the College of Pension Actuaries. He is also an Associate of the Institute of Actuaries in London, U.K.
  
  Raymon graduated with a Bachelor of Science degree in Statistics and Computer Science from the University of Witwatersrand in South Africa.





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  Craig J. Blumenfeld, FSA, EA, MSPA Consulting Actuary

  
  

  Craig has leveraged his actuarial training at Deloitte & Touche, LLP and Watson Wyatt Worldwide (now Towers Watson) to become one of the premier defined benefit and cash balance plan experts in the industry.
  
  With nearly 30 years of actuarial experience, Craig has focused on defined contribution, defined benefit, and cash balance plans, but has also acquired significant expertise in Health & Welfare retirement planning, Financial Accounting Standards Board (FASB) actuarial valuations, and working with Collectively Bargained Plans, including Multiemployer (or “Taft Hartley”) plans.
  
  Craig received a Bachelor of Science degree in Actuarial Mathematics from the University of Michigan. He is also a Fellow of the Society of Actuaries (FSA) and certified as an Enrolled Actuary (EA) by the IRS Joint Board of Enrolled Actuaries. Craig is a member in the American Society of Pension Professionals & Actuaries (ASPPA) and College of Pension Actuaries (ACOPA), where he currently serves as Co-Chair for the Actuarial Symposium.
  
  Craig presents and serves as moderator often to retirement plan professionals, including ASPPA conferences.





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  James Barr, ASA, Chief Actuary

  
  

  Nearly 40 Years of Experience.
  
  Premier actuary specializing in 401(k)/Profit Sharing Plans, Traditional Defined Benefit Plans, as well as Cash Balance Plans.
  
  Significant Expertise in Health & Welfare Retirement Planning, Financial Accounting Standards Board (FASB) Actuarial Valuations, and Working With Collectively Bargained Plans, including Multiemployer (or "Taft Hartley") Plans.
  
  Associate of the Society of Actuaries (ASA) and certified as an Enrolled Actuary (EA) by the IRS Joint Board of Enrolled Actuaries.
  
  Member in the American Society of Pension Professionals & Actuaries (MSPA).