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Lesley
Marsilio: Vice President - E-Mail Lesley Marsilio
Senior
Staff
Robert
J. Mondelli - E-Mail Robert Mondelli
William
Schadel - E-Mail William Schadel
Peggy
Olivi - E-Mail Peggy Olivi
Meredith
Roesch - E-Mail Meredith Roesch
Sherry
Snow - E-Mail Sherry Snow
Walter
White - E-Mail Walter White
James
Williams - E-Mail James Williams
DAVID M. TEITELBAUM, M.S.P.A., E.A.
- Mr. Teitelbaum is Chief Executive Officer of
Consulting Actuaries Incorporated, a member of the American Society of Pension
Actuaries (M.S.P.A.), and an Enrolled Actuary. He has been with CAI since 1977
and has been a Senior Consultant since 1980. In that role he had primary
responsibility for the design and administration of over 500 pension and
profit-sharing plans. Mr. Teitelbaum is an expert in designing all types of
retirement plans and is the principal author of "Administering The Plain
Vanilla Profit-Sharing Plan (A Guide For Non-Actuaries)" which was
published in 1991. He was instrumental in developing the first New Comparability
Plans used by small businesses in the early 1990's and has been a leader in
adapting Cash Balance plans to the needs of small businesses. Mr. Teitelbaum is
a graduate of Clark University in Worcester, Massachusetts.
ANTONIO BACCHETTA - Mr.
Bacchetta is President of Consulting Actuaries Incorporated. He
began his career in the retirement plan field in 1980 and has been with CAI
since 1982. His wide range of expertise includes defined benefit plan
administration, life and health insurance, and all aspects of 401(k) plan design
and record keeping. Mr. Bacchetta graduated from William Paterson College with a
BA in Business Administration.
HOWARD M. PHILLIPS, F.S.A., M.S.P.A., E.A.
- Mr. Phillips is a Fellow of the Society of Actuaries (F.S.A.), a member of the
American Academy of Actuaries (M.A.A.A.), and has been an Enrolled Actuary since
1976. He is a past-President of the American Society of Pension Professionals and
Actuaries, the national organization most active in educating pension professionals and
assisting Congress in drafting pension legislation. He has also served as Vice-Chair
of the Actuarial Board for Counseling and Discipline. Mr. Phillips is a 1961
graduate from Rutgers University, with BS in Mathematics. His published works
include; a text, 'ALL YOU NEED TO KNOW ABOUT DEFINED KEOGH PLANS' (1981); a
chapter, 'The Professional Corporation', which appeared in the Symposium on
Business Management of Dental Practice, Dental Clinics of North America,
October, 1981; a booklet, 'RETIREMENT PLAN PARITY: KEOGH AND CORPORATE' (1985)
and (1987); an article, 'Age Allocations in Profit-Sharing Plans', which
appeared in the November, 1990, issue of The Pension Actuary; an article,
"Age-Based Profit- Sharing Plans", which appeared in the March/April
1992 issue of Contingencies; an article, "Marketing After 401(a)(4)",
which appeared in the May 1992 issue of LAN, the CLU Journal; and articles,
"Leaving Your IRA to a Charity?" in the November 1994 Pension Actuary,
"TSA's Get a Face Lift" in the October 1995 issue of Contingencies,
"The Benefit of Bank Card Loans" in Contingencies' January/February
1997 issue, and "Mr./Ms. Consultant, Please Remove My Retirement Fund from
My Estate" in The Pension Actuary, January/February, 1998. Mr. Phillips is
an Ad Hoc Lecturer in Actuarial Science at NJIT (New Jersey Institute of
Technology) in Newark, New Jersey, and in Employee Benefit Plan Law at Fairleigh
Dickinson University. He is a founder and former President of CAI and remains
affiliated with the firm on a consulting basis.
Senior Staff
ROBERT J. MONDELLI, JD - Mr.
Mondelli is Director of Technical Services. In that capacity he drafts plan
documents, amendments, and Summary Plan Descriptions; makes plan submissions to
the Internal Revenue Service and Pension Benefit Guaranty Corporation; and acts
as a technical consultant for CAI's actuarial staff. He is a graduate of
Wagner College and is a recipient of a law degree from New York Law School.
WILLIAM SCHADEL, M.S.P.A., E.A, M.A.A.A.
- Mr. Schadel has over 20 years of experience in the pension field and has
worked for CAI since 1988. His background in administering defined benefit plans
ranges from one-person "specialty" plans to very large plans
maintained by Fortune 500 companies. Mr. Schadel is a graduate of Gettysburg
College and became an Enrolled Actuary in 1982.
PEGGY OLIVI - - Ms.
Olivi has over 25 years' experience in the pension field and has been with CAI
since 1979. At CAI she has specialized in the design and administration of
retirement plans for sole proprietors, partnerships, and small corporations. She
obtained a Bachelor of Arts Degree in Mathematics at New Jersey City University.
MEREDITH ROESCH, CEBS -
Ms. Roesch has worked in the pension field since 1978 and spent all but one year
of her career with CAI. After six years as a paralegal, Ms. Roesch transferred
to the Actuarial Department where she has spent the balance of her time with CAI
administering small to medium defined benefit plans and small to large money
purchase and profit-sharing plans. Ms. Roesch is a graduate of Fairleigh
Dickinson University and has earned the designation of Certified Employee
Benefit Specialist in a program jointly sponsored by the International Society
of Employee Benefit Specialists and the Wharton School of Business.
SHERRY SNOW - Ms. Snow
joined CAI in 1986 and has a wide range of experience in managing both defined
benefit and defined contribution plans. She is an expert third party
administrator of daily valuation 401(k) plans. She also has significant
experience in dealing with IRS notices and audits. Ms. Snow graduated from the
State University of New York at Oneonta with a Bachelor of Arts Degree in
Mathematics and Physics.
WALTER WHITE - Mr.
White has worked in the employee benefits field for over 25 years and has been
with CAI since 1979. His main area of expertise is the administration and record
keeping for medium to large sized profit-sharing and money purchase plans. His
management experience extends beyond pensions to directing junior sports leagues
in his home town.
JAMES WILLIAMS - Mr.
Williams has been a pension consultant since 1979 and has spent all but five
years of his career with CAI. His background is in the administration of medium
to large defined benefit plans and in complying with the disclosure requirements
of FASB statements 87 and 88. Mr. Williams received his BA in Business
Administration from the University of Notre Dame.
Ann
Molnar: Executive Assistant to Howard Phillips - E-Mail Ann Molnar
Sales
General Information
Alternate Forms of Contact
Telephone
973-575-1100
FAX
973-575-1511
Address
10 Kingsbridge Road; Fairfield, New Jersey 07004
Postal address
P.O. Box 1269; West Caldwell, New Jersey 07007
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