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Our Staff

Other Staff

With our affiliate, SMI Pensions, we have 15 full time employees that service nearly 600 qualified plans ranging from one to over 20,000 participants. Supporting the actuarial operations in addition to Mr. Sheffler are two professional administrators, and a second 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 non-credentialed actuarial consultants as well as clerical and office management positions.

SMI Pensions 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.




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