Kari A. Fredrickson, MBA, Senior Actuarial
Analyst
Years of Experience: 22
Education
·
Graduated cum laude from
·
Received a
Master's in Business Administration from
Professional Certification and Accreditation
·
Member,
Western Pension and Benefits Conference
·
Member,
National Association of Female Executives
Special Areas of Expertise
As an Actuarial
Assistant with EFI Actuaries since 1991, Ms. Fredrickson prepares client data
for actuarial valuations, calculates benefits, projects benefits, and prepares
participant benefit statements. She also
drafts preliminary valuations for review, completes government filings, and
works on various special projects for the actuaries.
As a Pension
Specialist with the Esterline Corporation, September 1988 to October 1991,
Ms. Fredrickson assisted in merging seven retirement plans and
consolidating seven 401(k) plans. This
entailed drafting the plan documents and preparing government filings for IRS
approval. Once the merger and
consolidation were complete she set up the databases and programs used to
administer the new plans. Ms.
Fredrickson then administered the plans by calculating benefits, preparing
benefit statements, approving loan and hardship applications, making bimonthly
salary deferral deposits, completing quarterly allocations and biannual
reallocations, and complying with government regulations.
As an Actuarial
Assistant with William M. Mercer, Inc., March 1986 to June 1988, Ms. Fredrickson
prepared client data for actuarial valuations, calculated benefits as well as
plan year gains and losses, drafted preliminary valuations for review,
completed government filings, and worked on various special projects for the
actuaries.
Relevant Experience
·
o
Reviewed
data for State and Public agencies for consistency and then prepared for
valuation work
o
Completed
parallel valuations used to audit Public agency plans
o
Prepared
three-dimensional graphs for use in determining plans with employer
contribution rates or plan demographics outside of the expected range using
statistical analysis
o
Reconciled
and prepared data for Judges’ Retirement System and Legislators’ Retirement
System valuations
·
Alameda
Contra-Costa County Transit District
o
Prepared
data for valuations and experience study analysis by reconciling data from year
to year
o
Annual
production of benefit notices to advise members of expected benefits upon
retirement
·
Programmed
benefit calculation program to computed benefits upon retirement
o
Completed
a study of the benefit plan procedures in effect and made recommendations for
improvement
·
Sacramento
Regional Transit District
o
Prepared
data for valuations and experience study analysis by reconciling data from year
to year
o
Programmed
benefit calculation program to computed benefits upon retirement
·
o
Prepare
and reconcile data for valuations
o
Performed
actuarial calculations for valuations
o
Prepare
benefit notices annually to advise members of expected benefits upon retirement