About our Practice
William J. Sheffler,
F.C.A., E.A, M.S.P.A., A.S.A., M.A.A.A.
Bill Sheffler has a B.A. in Economics from Claremont McKenna College and a M.A. in Mathematics from the University of Arizona. After service in the United States Army, he worked in the home office of Security Benefit Life, a mutual insurance company in Topeka, Kansas for six years. He then joined an international benefits consulting firm in New Orleans, Louisiana.
A native Californian, he returned to San Diego, where he established his consulting practice in 1985. Mr. Sheffler is a member of several actuarial organizations, including the Society of Actuaries, the American Academy of Actuaries, the Conference of Consulting Actuaries, the College of Pension Actuaries, and the American Society of Pension Actuaries. He is enrolled to perform actuarial services under ERISA, by the US Department of Treasury and the Department of Labor.
His extensive experience in the Qualified Plans area is applied to a wide range of clients. They include Corporate sponsored retirement plans, Municipal plans, Taft-Hartley (Multi-Employer) plans, as well as small employer (Keogh) plans.
In 2003, Mr. Sheffler was appointed by the mayor to the San Diego Pension Reform Committee and later to the San Diego City Employees Retirement System.
Mr. Sheffler was named 2007 Person of the Year in recognition of his efforts of behalf of City of San Diego Public Retirees by the City of San Diego Retired Employees Association.
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Professional Staff
To accommodate our staff and provide space for client seminars, our offices moved November 1, 2008. With our affiliate, Sheffler and Martin, Inc., we have 23 full time employees that service nearly 900 qualified plans ranging from one to over 20,000 participants. Supporting the actuarial operations in addition to Mr. Sheffler are two professional interns, and a fourth actuary with over 30 years experience. The senior actuary provides peer review services as well as handling large post-retirement benefits cases. Our staff also includes three non-credentialed actuarial consultants each with over ten years of experience. There are three clerical and office management positions.
Sheffler and Martin, Inc is a full service, fee only, third-party administrator. It administers defined contribution plans, and defined benefit plans. Its staff includes five credentialed consultants and an ERISA attorney. Its affiliation with the actuarial consulting firm enables it to create technically sophisticated plan designs that meet the objectives of the most demanding clientele.