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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Independent Retirement
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Regional Sales Director-Heartland July Business Services
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EPIC RPS
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Spectrum Pension Consultants (part of Daybright Financial)
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Stones River Consulting
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Nova 401(k) Associates
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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It's That Time of Year: Retired Households Should Perform Their Actuarial Valuations
Ken Steiner, FSA Retired 
Jan. 8, 2024 "A household actuarial valuation involves calculating and comparing present values of household assets and household spending liabilities for the purpose of determining the household's Funded Status. To do this, [the authors] suggest you follow the easy 5-step valuation process outlined [in this post, using the] Actuarial Financial Planner (AFP) models." |
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