EFI Actuaries - Kari A. Fredrickson

Years of Experience: 20

Education

Graduated cum laude from University of Portland with a Bachelor of Arts in Mathematics
Received a Master's in Business Administration from Seattle University

Professional Certification and Accreditation

Special Areas of Expertise

As an Actuarial Assistant with EFI Actuaries since November 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 data bases 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.

Experience

California Public Employees Retirement System

Reviewed data for State and Public agencies for consistency and then prepared for valuation work.
Completed parallel valuations used to audit Public agency plans.
Prepared three-dimensional graphs for use in determining plans with employer contribution rates or plan demographics outside of the expected range using statistical analysis.
Reconciled and prepared data for Judges’ Retirement System and Legislators’ Retirement System valuations.
Prepared Military Service Credit study for school members with eligible military service.

Alameda Contra-Costa County Transit District

Prepared data for experience study analysis by reconciling data from year to year
Prepared data for valuation
Prepare benefit notices annually to advise members of expected benefits upon retirement
Programmed benefit calculation program to computed benefits upon retirement
Completed a study of the benefit plan procedures in effect and made recommendations for improvement

Sacramento Regional Transit District

West Virginia – Various Police and Fire Districts

Vienna, Town of

Prepare and reconcile actuarial valuaiton data
Prepare benefit notices annually to advise members of expected benefits upon retirement

Massachusetts Teachers Retirement Board

Prepare and reconcile data for valuations and experience study
Prepare benefit notices annually to advise members of expected benefits upon retirement
Program help system to aid in use of EFI product Visualization and Animation (V&A)

Miramar, FL Fire

Prepare and reconcile data for valuations
Prepare benefit notices annually to advise members of expected benefits upon retirement

Tampa, FL Police and Fire

Prepare and reconcile data for valuations
Prepare benefit notices annually to advise members of expected benefits upon retirement