Kathy joined UAS in 2005 and currently serves as Chief Actuary. In this role she is responsible for review of actuarial policies, procedures and assumptions. This includes both compliance with professional actuarial standards and compliance with applicable laws and regulations. Kathy is a consultant to 9 pension funds and provides valuation support on an additional 25 pension funds. She is also responsible for the review of certain welfare plan modeling including FASB ASC 965 (SOP 92-6) valuations, and Medicare Part D actuarial attestations.
Prior to joining UAS Kathy had more than 15 years of experience in pension and post retirement welfare consulting. Her background includes cost and design analysis for plans in a variety of industries. She is a Fellow of the Society of Actuaries (FSA), a Fellow of the Conference of Consulting Actuaries (FCA), a Member of the American Academy of Actuaries (MAAA), and an Enrolled Actuary (EA) under the provisions of ERISA. She earned her Bachelor's degree in Mathematics from Carleton College.