Professional Experience

David joined Sentinel Group in 2005 and has over twenty-five years of experience in the pension benefits field, assisting his clients with the design, implementation and administration of their pension plans.  David has assisted many business owners with the design and installation of cash balance plans, which have been gaining popularity due to their ability to generate large, tax-deductible contributions and accumulate retirement savings over a short period of time. As an enrolled actuary, he can provide IRS-required actuarial certifications for these plans as well as for traditional defined benefit pension plans. 
 

Educational Background and Certifications

• Clark University, Worcester, MA – Bachelor of Arts – Mathematics
• Member, Phi Beta Kappa Society
• Fellow, Society of Actuaries
• Enrolled Actuary
• Member, American Academy of Actuaries
• Chartered Financial Analyst^®, CFA^®