Charles specializes in defined benefit pension plan consulting for private sector employers, tax-exempt organizations, and municipal clients. He is proficient in preparing actuarial valuations for both corporate and municipal pension plans and related pension calculations and projections. Charles is an expert in nondiscrimination testing, and he uses this knowledge to regularly help clients navigate complex situations.
Charles is a teacher at heart. He is a specialist in educational programs and employee meetings for the firm’s municipal clients.. He is involved in our internal defined benefit training and mentoring program for new employees. And, Charles oversees the defined benefit participant hotline providing administrative services directly to over 10,000 pension plan participants.
Away from the office, Charles enjoys hiking, reading, and spending time with his family. When he isn’t hiking the hills of Central PA, you might instead find him hunting for the newest addition to his book collection.