Professional Experience

Bill joined Sentinel Group in 2011 as part of the acquisition of Schloss & Co., where he had been employed for 26 years. He leads a team of plan consultants and provides senior consulting support to other Sentinel teams. His responsibilities include certification of actuarial results for ERISA and financial accounting reporting requirements, plan design and consulting services for clients’ senior management. His commitment to his clients is paramount, as his relationships lasting 15, 20 and even 25 years can attest to.
 
Clients cover the gamut of public, private and municipal entities, with Defined Benefit, Cash Balance, 401(k), Profit-Sharing and Employee Stock Ownership Plans. Keeping clients’ plans in compliance, correcting their administrative errors and identifying new opportunities to improve existing plan designs are all part of Bill’s on-going efforts on their behalf.
 

Educational Background and Certifications

• College of Insurance (now The Peter J. Tobin College of Business) St. John’s University, Queens, NY – Bachelor of Science – Actuarial Science
• Enrolled Actuary, Joint Board for the Enrollment of Actuaries
• Member, American Academy of Actuaries
• Fellow, Conference of Consulting Actuaries
• Member, American Society of Pension Professionals and Actuaries