Kelly serves as the consulting actuary for a variety of pension plans. She works primarily with multiemployer plans, but has a few other projects as well. She assists clients with many aspects of pension plan management, including actuarial valuations, plan design, negotiations on pension plan changes, funding strategies, legislative impact analysis, experience studies, asset-liability projections, plan administration, and participant communications. Kelly’s recent projects include:
- Transitioning traditional pension plans to alternative plan designs, including the Milliman Sustainable Income Plans® (SIPs)
- Working with pension plans to develop funding and benefits strategies and policies
- Assisting with mergers
- Meeting with bargaining parties regarding plan change options
