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Steven J. Levine, LLC |
Phone:
(914) 232-5451 |
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A Benefit Capital Company |
Fax:
(914) 232-9014 |
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FCA . EA . MAAA . MSPA |
email:
sjlevine@bestweb.net |
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Consulting Actuary |
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Steve
Levine has over 25 years of experience in actuarial and retirement plan
consulting. He provides strategic business consulting involving actuarial and
employee benefit design services. He has extensive experience in providing
litigation and audit support in the employee benefits area as well as expert
witness testimony in arbitration and court proceedings. He specializes in
merger and acquisition planning as well as creative employee benefit and human
resource solutions to growing and downsizing companies. He has been an advisor,
consultant and principal in hundreds of change of control transactions.
Steve
currently works with major corporations and investment bankers to address human
resource and employee benefit issues. Some of his career highlights include:
developed computer models to analyze investment product risk and profitability;
performed initial ERISA actuarial valuations as of 1976 and all subsequent
years; drafted plan documents for ERISA compliance and subsequent legislation;
functioned as the primary benefit consultant for large controlled groups of
corporations; provided plan design and ongoing services for a broad array of
employee benefit programs; functioned as a benefit consultant and advisor to
many prominent ERISA attorneys; provided expert witness testimony in
arbitration and court proceedings; provided actuarial support and due diligence
in corporate mergers and acquisitions; negotiated with IRS/PBGC and DOL in
settling actuarial and plan audit cases; acted as a liaison between
consultants, attorneys, actuaries and recordkeepers
for clients; developed procedures and controls and obtained a SAS 70 Level II
certification for a recordkeeping operation; provided plan design and
consulting for post -retirement medical programs for compliance with FASB SFAS
106; created and implemented client-based systems for data maintenance and
benefit computations; performed trading and shareholder service functions for
mutual fund processing in defined contribution plans; and structured strategic
alliances with trust companies, mutual funds and broker dealers.
Steve
began his career in 1977 with MetLife and worked for several national
consulting groups through 1984. In 1984 he founded an independent actuarial
consulting and recordkeeping company which he grew to 70 employees and over $7
million in annual revenue. He sold the company to Bank of New York.
Steve
is a graduate of
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