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ADDRESS DIRECTORY EDUCATION AND EXAMINATION COMMITTEE 2004

· EXECUTIVE GROUP -- GENERAL OFFICERS

General Chairperson James A. Miles, FSA Senior Manager Deloitte Consulting LLP 111 Monument Circle Suite 2000 Indianapolis, IN 46204-5108 (317) 656-2467 FAX (317) 453-2768

[email protected]

General Vice-Chairperson Diana Bowes Montigney, FSA 1209 Maple Avenue Wilmette, IL 60091 (847) 256-2243 [email protected]

Education Chairperson

Marcus A. Robertson, FSA Robertson Eadie and Associates 481 Morden Rd., Suite 210 Oakville, ON L6K 3W6 Canada (905) 338-7002 FAX (905) 338-7022

[email protected]

Examination Chairperson Robert J. Thiessen, FSA Aon Consulting 700 Merrill Lynch Tower Edmonton Centre 10025-102A Avenue Edmonton, AB T5J 2Z2 (780) 423-1010 FAX (780) 425-8295 [email protected] Training G.O. Daniel P. Cassidy, FSA Argus Consulting 53 Bradford Street Concord, MA 01742 (978) 371-8029 [email protected]

FAX (978) 371-8028

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GENERAL OFFICERS - EDUCATION

Education Course 8 ­ Retirement Benefits Pamela L. Marlin Consultant The McKeogh Company Four Tower Bridge, Suite 225 200 Barr Harbor Drive W Conshohocken, PA 19428 (484) 530-0692 FAX (484) 530-0713 [email protected] Education -- Professionalism Debra Liebeskind, FSA Vice President, Aon Consulting 270 Davidson Avenue Somerset, NJ 08873 (732) 302-2507 FAX (732) 302-2634 [email protected] Education -- Professional Development William C. Cutlip, FCA, FSA President William C. Cutlip Consulting 8021 North Wildomar Dr. Tucson, AZ 85743 (520) 572-8833 FAX (520) 579-6688 [email protected]

Education Courses 1 through 4 TBD

Education Courses 5 and 6 Patricia Pruitt, FSA U.S. Railroad Retirement Board 844 N. Rush Street, Ninth Floor Chicago, IL 60611-2092 (312) 751-3392 FAX (312) 751-7136 [email protected] Education Course 7 John I. Mange, FSA Managing Director Health Reinsurance Management Partnership 5 Hutchinson Drive Danvers, MA 01923 (978) 762-9780 FAX (978) 762-4767 [email protected] Education Course 8 -- Finance and Investment Josephine Elisabeth Marks, FSA, FCIA, CFA Senior Vice-President, Investment Management & Chief Investment Officer Hospitals of Ontario Pension Plan (HOOPP) 1 Toronto Street, Suite 1400 Toronto, Ontario Canada 416-350-4805 FAX:416-842-9041 [email protected] Education Course 8 -- Group/Managed Care Cheryl G. Allari, FSA Anthem Blue Cross Blue Shield 4361 Irwin Simpson Road, MB3-312 Mason, OH 45040-9498 (513) 336-2754 FAX (513) 872-8418 [email protected] Education ILA Cheryl A. Krueger, FSA CNA Insurance Companies CNA Plaza Chicago, IL 60685 (312) 822-4297 [email protected]

FAX

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GENERAL OFFICERS - EXAMINATION

Course 8 Finance Kathleen R. Wong, FSA On Mondays, Tuesdays, and Thursdays Equitable Life Assurance Society 1290 Avenue of the Americas New York, NY 10104 (212) 314-4487 On Wednesdays and Fridays 5 Driftway Florham Park, NJ 07932 (973) 822-0876 FAX (973) 301-2045

Courses 1 and 2 Robert A. Alps, ASA

Towers Perrin 200 West Madison Street Chicago, IL 60606-3414 (312) 609-9819 FAX (312) 609-9839 [email protected]

Courses 3 and 4

Nancy D. Davis, FSA The Prudential Insurance Company 213 Washington Street newark, NJ 07102-2992 (973) 802-5578 FAX (973) 367-8139 [email protected]

Course 5 Mark Swotinsky, FSA Consultant Towers Perrin Morris Corporate Center II, Bldg. F One Upper Pond Road Parsippany, NJ 07054 (973) 331-3516 FAX (973) 331-3504

[email protected] (Send all SOA mail and faxes to her home address)

Course 8 -- Individual & Group Health, Group Life and Managed Care John C. Lloyd, FSA Reden & Anders, Ltd. 2170 Satellite Blvd, Suite 150 Duluth, GA 30097 (678) 417-4906 FAX (678) 417-4950 [email protected] Course 8 -- ILA Karl Anderson, FSA Vice President - Investment Products Solutions Mgmt Thrivent Financial for Lutherans 625 Fourth Avenue South Minneapolis, MN 55415 (612) 340-4213 FAX (612)340-5040 [email protected] Course 8 -- Retirement Benefits Peter Hayes, FSA Eckler Partners Ltd 1969 Upper Water Street, Suite 1306 Halifax, NS B3J 3R7 Canada (902) 490-3310 FAX (902) 454-9398

[email protected]

Course 6 Jacques Tremblay, FSA Mercer Oliver Wyman. BCE Place, 161 Bay Street Toronto, ON M5J 2S5 Canada (416) 868-7071 FAX (416) 868-7002 [email protected] Home (905) 428-3582 Course 7 Anthony J. Benjamin, FSA, FCIA Eckler Partners Ltd 110 Sheppard Avenue East Suite 900 Toronto, ON M2N 7A3 416-696-3027 FAX 416-429-3794 [email protected] Course 8 -- Investment Christian-Marc Panneton, FSA, FCIA Manager Financial Risks Fed Ex only Industrial-Alliance Life Insurance PVP 7205 Investments, General Funds 1080 St-Louis Road Sillery, QC G1S 1C7 Canada Mailing Address: P.O. Box 1907, Station Terminus Quebec, QC G1K 7M3 Canada (418) 684-5000 ext 5129 FAX (418) 688-8806

[email protected] Training G.O.

Daniel P. Cassidy, FSA Argus Consulting 53 Bradford Street Concord, MA 01742 (978) 371-8029

FAX (978) 371-8028

[email protected]

Examination Bilingualism GO Claude J. Paré, FSA Desjardins Financial Security 1 Complexe Desjardins tour sud, 19 iéme étage Montreal, QC H5B 1E2 CANADA (514) 350-8700, ext. 3284 FAX (514) 285-1416 [email protected]

[email protected]

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COURSE 1 EXAMINATION OFFICERS

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COURSE 2 EXAMINATION OFFICERS

Chairperson David L. Menning, MAAA, FCAS State Farm Mutual Auto Insurance Co. One State Farm Plaza Corp. E-3 Bloomington, IL 61710 (309) 766-2534 FAX (309) 766-5021 [email protected] Vice-Chairperson Paul S. Judd, ASA Drake University Dept. of Math/Computer Science 2507 University Avenue Des Moines, IA 50311 (515) 271-2163 FAX (515) 271-2055 [email protected] Consultant Ralph P. Russo University of Iowa Department of Statistics Iowa City, IA 52242 (319) 335-0817

Chairperson Arthur C. Placek, FCAS, MAAA Vice President Zurich North America 1400 American Lane, 16th Floor Schaumburg, IL 60196 (847) 605-6574 FAX (847) 605-6832 [email protected] Stephen L. Kossman (Incoming Chair) Second Vice President & Actuary Monumental Life Ins Co Two East Chase Street Baltimore, MD 212022559 410/576-4523 FAX: 410/385-6925 [email protected] Vice-Chairperson ­ Finance Consultant - Economics Consultant ­ Interest Theory and Finance

FAX (319) 335-3017

[email protected]

Consultant Carol Benson, Ph.D. Mathematics Department 4520 Math Illinois State University Normal, IL 61790-4520 (309) 438-7989

SOA Staff Liaison: Brett Rogers

FAX (309) 438-5866

[email protected] SOA Staff Liaison: Brett Rogers

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COURSE 3 EXAMINATION OFFICERS

Chairperson Robert J. Stokes, FSA John Hancock Life Insurance Box 111 T-25 Boston, MA 02117 (617) 572-8566 FAX (617) 572-1447

[email protected]

Vice-Chair Jay P. Boekhoff, FSA United Healthcare MN002-0161 12125 Technology Drive Eden Prairie, MN 55344 (952) 833-8471 [email protected] Vice Chairperson Thomas Karoly, FSA CRA RogersCasey One Parkland Drive Darien, CT 06820-1460 (203) 656-5958

FAX: (952) 833-8475

FAX: (203) 655-9601

[email protected]

Vice-Chairperson Michel Montambeault, FSA, FCIA Senior Actuary Ofc of Superintendent of Financial Institutions of Canada Public Ins. And Pension Programs 225 Albert Strett Ottawa, ON Canada K1A 0H2 (613) 990-2840 FAX (613) 990-9900 [email protected] Consultant Donald A. Jones, FSA

1926 NW 29th Place Corvallis, OR 97330-3948 (541) 758-4197 [email protected]

Consultant Stephen L. White, FSA

American Life Insurance Co. One ALICO Plaza P.O. Box 2226 MS: AIG-CACT Wilmington, DE 19899-2226 (302) 594-2738 FAX: (302) 571-1586 [email protected]

SOA Staff Liaison: Brett Rogers

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COURSE 4 EXAMINATION OFFICERS

Chairperson Clive L. Keatinge, FCAS Insurance Services Office Inc.

545 Washington Blvd. Jersey City, NJ 07310-1686 (201) 469-2336 [email protected] Vice-Chair Steve J. Kopp, FSA University of Western Ontario Dept. of Stats & Actuarial Science Room 262 WSC London, ON N6A 5B7 (519) 661-2111 FAX (519) 661-3813 [email protected] Vice-Chair Bruce D. Schobel, FSA New York Life Insurance Co. Room 606 51 Madison Avenue New York, NY 10010 (212) 576-6807 FAX (212) 576-7316 [email protected] Vice-Chair Walter B. Lowrie, FSA, FCAS 5072 Fanwood Avenue Lakewood, CA 90713 (562) 866-6416 [email protected]

Consultant Sudhakar Dharmadhikari Southern Illinois University Mathematics Department Carbondale, IL 62901-4408 (618) 453-5302

FAX (618) 453-5300

[email protected]

Consultant Robert B. Miller University of Wisconsin School of Business -- Dept. of Statistics 975 University Avenue Madison, WI 53706 (608) 263-1000 FAX (608) 263-3142

[email protected] SOA Staff Liaison: Brett Rogers

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COURSE 5 EXAMINATION OFFICERS

·

COURSE 5 EDUCATION OBJECTIVES COMMITTEE

Chairperson Rita Ricci

Conseillere en Rentabilite Desjardins Financial Security 200 Ave des Commandeurs Levis, QC Canada G6V 6R2

(418) 838-7800, Ext. 7028

FAX (418) 838-7039

Chairperson Patricia A. Pruitt, FSA U.S. Railroad Retirement Board 844 North Rush Street 7th Floor Chicago, IL 60611 (312) 751-3392 FAX (630) 452-8018

[email protected]

Vice-Chair ­ Multiple Choice Edward J. Freeman, FSA Sun Life of Canada SC4385 One Sun Life Executive Park Wellesley Hills, MA 02481 (781) 446-1330 FAX (781) 304-5312

[email protected]

Linley Kay Baker Instructor of Mathematical Sciences Ball State University Math Sci Dept Muncie, IN 47306-0490 (765) 759-1109 [email protected] Ching-Chen Chen Actuary Metropolitan Life Insurance Co 600 Plaza II Harborside Financial Center Jersey City, NJ 07311 (201) 761-4737 FAX (212) 578-8306 [email protected] Eric Andrew Christensen Senior Actuarial Associate Principal Financial Group 711 High Street Des Moines, IA 50392-0160 (515) 248-4080 [email protected] Dawn L. Ghiorse 10 Pratt Street South Grafton, MA 01560 [email protected] Toby A. White Visiting Lecturer University of Washington Dept of Statistics Padelford Hall Seattle, WA 98195 (206) 328-4519 [email protected]

[email protected]

Vice-Chair -- Written Answer Roland Rose, FSA Associate Actuary Guardian Life Insurance Co 7 Hanover Square New York, NY10004 (212) 598-7922 FAX (212) 598-8659 [email protected] Vice-Chair ­ Written Answer Francis B. Carberry Consultant Towers Perrin 111 Huntington Avenue Boston, MA 02199 617/638-3789 FAX 617/638-3999 [email protected]

SOA Staff Liaison: Judy Powills

SOA Staff Liaison: Judy Powills

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COURSE 6 EXAMINATION OFFICERS

Chairperson Donna L. Mann-Campbell, FSA

·

COURSE 6 EDUCATION OBJECTIVES COMMITTEE

Mercer Oliver Wyman BCE Place, 161 Bay Street PO Box 501 Toronto ON M5J 2S5 Canada

(416) 868-7061 [email protected] FAX (416) 868-7002

Chairperson Patricia Pruitt, FSA U.S. Railroad Retirement Board 844 N. Rush Street, Ninth Floor Chicago, IL 60611-2092 (312) 751-3392 FAX (312) 751-7136 [email protected] Michel Rochette AVP Risk Management ING US Financial Services 1475 Dunwoody Dr. West Chester, PA 19380 610-425-4229 FAX 610-425-3310 [email protected]

Co-Vice Chairperson Lucio Fortunato, FSA Manulife Financial East Tower 6 200 Bloor Street East Toronto, O M4W 1E5 (416) 926-3188 FAX (416) 926-5775 [email protected] Co-Vice Chairperson Amhlaoibh Lynch Assistant Vice President Manufacturers Life Ins. Co 200 Bloor Street East Toronto, ON Canada M4W 1E5 416-926-3324 FAX 416-415-7843 [email protected] Co-Vice Chairperson Robert David McKenzie Manufacturers Life Ins Co 200 Bloor Street East Toronto, ON Canada M4W 1L8 416-926-3000 x2562 FAX 416-926-3438 [email protected] Co-Vice Chairperson Brent Rutherford, FSA BMO Life Insurance Company 55 Bloor St. West, 15th Floor Toronto, ON M4W 3N5 (416) 927-3603 FAX (416) 927-5280 [email protected]

SOA Staff Liaison: Judy Feldman Anderson

SOA Staff Liaison: Judy Feldman Anderson

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COURSE 7 EXAMINATION OFFICERS

·

COURSE 7 EDUCATION OBJECTIVES COMMITTEE

Chairperson Mayer F. Kahn, FSA, MAAA Ohio National Financial Services One Financial Way Cincinnati, OH 45242 513-794-6820 FAX (513) 794-4522 [email protected] Vice-Chairperson Louis Marie Houde, FSA, FCIA Autorite des marches financiers Place de la Cité 2640, boulevard Laurier, 8éme étage Sainte-Foy Quebec G1V 5C1 Canada (418) 525-0558 x2378 FAX (418) 528-0835 [email protected] Vice-Chairperson Brett Roush Trustmark Insurance Co 400 Field Drive Lake Forest, IL 60045 847-283-2595 FAX 847-283-2595 [email protected] Vice Chairperson Heather Waldron Aetna 151 Farmington Avenue RT 11 Hartford, Ct 06156 860-273-2753 [email protected]

Chairperson John I. Mange, FSA, MAAA Health Reinsurance Management Partnership 5 Hutchinson Drive Danvers, MA 01923 (978) 762-9780 FAX (978) 762-4767 [email protected] Stephen J. Strommen, FSA Northwestern Mutual 720 East Wisconsin Avenue Milwaukee, WI 53202 (414) 665-1944 FAX (414) 665-5715 [email protected] Henry B. Ramsey III, FSA Prudential Insurance Company 213 Washington Street NJ-02-13-04 Newark, NJ 07102-2992 (973) 367-1347 FAX (973) 799-0006 [email protected] Robert G. Utter, FSA, FCIA 2555 Hull Avenue Des Moines, IA 50317-6015 (515) 266-4751 FAX (515) 266-4751 [email protected] Thomas N. Herzog Chief Actuary US Dept of Housing & Urban Development 470 L'Enfant Plaza East SW Room 3119 Washington, DC 20026-0800 [email protected]

FAX 860-273-0066

SOA Staff Liaison: Judy Powills

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COURSE 8 FINANCE EXAMINATION OFFICERS

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COURSE 8 INVESTMENTS EXAMINATION OFFICERS

Chair, Course 8 Finance Lori L. Helge, FSA Tillinghast-Towers Perrin 200 West Madison St., Ste 3100 Chicago, IL 60606-3414 (312) 609-9505 FAX (312) 609-9393 [email protected] Vice Chair, Course 8 Stephen Zaharuk, FSA Vice President/Senior Analyst Moody's Investors Service 99 Church St. New York, NY 10007 212-553-1634 FAX 212-553-4805 [email protected] Vice Chair, Course 8 Kip F. Headley, FSA

Chairperson, Course 8 Investments Charles L. Gilbert, FSA Nexus Generations 243 Ridge Road West Aurora, ON L4G 3G8 (905) 841-9642

[email protected]

Vice Chair, Course 8 Investments Shyh-Gene Cherng, FSA Social Security Administration 6401 Security Blvd., 760 Altmeyer Bldg Baltimore, MD 21235 (410) 965-3027 FAX (410) 966-2658

[email protected]

Vice Chair, Course 8 Investments William P. Lonergan, FSA Nationwide Financial Services One Nationwide Plaze Columbus, OH 43215 (614) 677-6627 FAX: (614) 249-6883

Nippon Life Insurance Co. of America 521 5th Ave., Fifth Floor New York, NY 10175 phone: 212-909-9866

[email protected] Vice Chair, Course 8 Marc N. Altschull, FSA

Tillinghast-Towers Perrin One Alliance Center 3500 Lenox Road Suite 900 Atlanta, GA United States of America 303264238 (404) 365-1553

[email protected] Vice Chair Course 8 Investments

Charles V. Ford Aviva Life Insurance Co Newport Office Park 108 Myrtle Street, Q06-03 North Quincy, MA 02171 617-405-6084 FAX 617-405-6016 [email protected]

FAX (212) 681-3525

FAX (404) 365-1663

[email protected]

SOA Staff Liaison: Judy Feldman Anderson

SOA Staff Liaison: Judy Feldman Anderson

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COURSE 8: FINANCE AND INVESTMENT EDUCATION OBJECTIVES COMMITTEE

Marsha Wallace 12011 Weddington St. Valley Village, CA 91607 818-763-219 FAX 818-720-6545 [email protected]

Chairperson Josephine Elisabeth Marks, FSA, FCIA, CFA Senior Vice-President, Investment Management & Chief Investment Officer Hospitals of Ontario Pension Plan (HOOPP) 1 Toronto Street, Suite 1400 Toronto, Ontario Canada 416-350-4805 FAX:416-842-9041 [email protected] Frank G. Bensics, FSA Associate Professor Central Connecticut State University Marcus White Hall Math Department New Britain, CT 06050 (860) 832-2861 [email protected] Boris Brizeli, FSA

Consultant 477 Glencairn Avenue Toronto, ON Canada M5N 1V9 416-789-3536

Michael I. Wiesner Associate Principal Buck Consultants Inc 500 Plaza Drive Secaucus, NJ 07096-1533 (201)902-2530 FAX (201)902-2450 [email protected] SOA Staff Committee Member: Michael Kaster SOA Staff Liaison: Judy Feldman Anderson

[email protected] Catherine E. Ehrlich, FSA Swiss Re life & Health America 175 King Street West, 3D Armonk, NY 10504 914-828-8732 [email protected] Joseph Koltisko American International Group 70 Pine Street, 57th Floor New York, NY 10270 (212) 770-7863 FAX (212) 770-9982 [email protected] Gang Ma AEGON Institutional Markets 400 West Market Street, 9th Floor Louisville, KY 40202 502-560-3430 FAX 512-560-2036 [email protected] Julie Perks Sun Life Financial 150 King St. West, 5th Floor Toronto, ON Canada M5H 1J9 416-979-4810 FAX 416-971-9646 [email protected] or [email protected]

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COURSE 8 GROUP LIFE AND MANAGED CARE EXAMINATION OFFICERS

Chairperson Stella Ann Menard, FSA Standard Life Assurance Co 2045 Stanley Street Montreal, QC H3A 2V4 CANADA (514) 499-8758 FAX (514) 499-4465 [email protected] Vice-Chair, Core David Tuomala, FSA Definity Health 1600 Utica Ave. S.. Suite 900 St. Louis Park, MN 55416 (952) 277-5652 FAX (952) 277-5502 [email protected] Vice-Chair, Health and Group Life Extension Alexander Kogan, FSA American International Group One ALICO Plaza, 7th Floor 600 King Street Wilmington, DE 19801 (302) 594-2859 FAX (302) 571-9213 [email protected] Maureen A. Premdas Mercer Human Resource Consulting Sun Life Plaza II #2800 140 Fourth Avenue SW Calgary, AB Canada T2P 3N3 (403) 410-3304 FAX (403) 262-6646 [email protected] Co-Vice-Chair, Managed Care Extension Richard C. Tash, FSA Director & Associate Actuary Anthem Blue Cross Blue Shield 220 Virginia Ave. IN22A-508 Indianapolis, IN 46204-3709 (317) 287-5687 FAX (317) 228-7005 [email protected] Co-Vice-Chair, Managed Care Extension Stacey Muller, FSA Milliman USA 15800 West Bluemound Road, Suite 400 Brookfield, WI 53005 (262) 796-3490 FAX (262) 784-4116 [email protected] SOA Staff Liaison: Judy Feldman Anderson

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COURSE 8 GROUP LIFE AND MANAGED CARE EDUCATION OBJECTIVES COMMITTEE

Chairperson Cheryl G. Allari, FSA Anthem Blue Cross Blue Shield 4361 Irwin Simpson Road, MB3-312 Mason, OH 45040-9498 (513) 336-2754 FAX (513) 872-8418 [email protected] Philip J. Barackman, FSA Gen Re Lifehealth 695 East Main Street Financial Center Stamford, CT 06901 (203) 352-3134 FAX (203) 328-5910 [email protected] Linda Bronstein Anthem Blue Cross Blue Shield ME3-EXE 4361 Irwin Simpson Road Mason, OH 45040-9498 (513) 336-2731 FAX (513) 336-4400 [email protected] Marthe Cloutier, FSA Watson Wyatt Canada 600 boul. De Maisonneuve W., Bureau 2400 Montreal, Quebec H3A 3J2 (514) 985-3829 FAX (514) 844-4570 [email protected] Robert G. Cosway, FSA Milliman USA 9255 Towne Centre Drive, Suite 900 San Diego, CA 92121-3042 (858) 558-8400 FAX (858) 597-0111 [email protected] Isabelle Fournier Towers Perrin 1800 McGill College Ave 22nd Floor Montreal, QC Canada H3A 3J6(514) 982 9411 FAX (514) 982-9269 [email protected] Paul E. Hansen, FSA Paul E. Hansen Inc. 1779 Braunwarth Circle Waconia, MN 55387 (952) 442-8822 [email protected] Jennifer D. Leazzo, FSA 8328 Deer Creek Ct. Grand Blanc, MI 48439 (810) 655-5366 [email protected]

FAX (810) 655-4847

Maryanne R. Rogers, FSA 9 Lanes End Weston, MA 02493 (781) 642-0810 FAX (781) 642-9593 [email protected] David V. Smith, FSA National Teachers Association 4949 Keller Springs Road Addison, TX 75001-5910 (972) 532-2148

[email protected]

FAX (972) 532-2194 SOA Staff Committee Member: Kara Clark SOA Staff Liaison: Judy Feldman Anderson

FAX (952) 442-8220

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COURSE 8: INDIVIDUAL LIFE AND ANNUITIES EXAMINATION OFFICERS

Chairperson Brian L. Louth, FSA Vice President RGA Life Reins. Co of Canada 55 University Avenue Toronto, ON Canada M5J 2H7 (416) 682-0003 FAX (416) 777-9526

·

COURSE 8 INDIVIDUAL LIFE AND ANNUITIES EDUCATION OBJECTIVES COMMITTEE

Chairperson Cheryl A. Krueger, FSA CNA Insurance Companies CNA Plaza Chicago, IL 60685 (312) 822-4297 [email protected]

FAX

[email protected]

Vice Chair -- Case Study and Question Writing/

Kurt Guske Manager, Life Product Development Jefferson Pilot Financial 100 North Greene Street Greensboro, NC 27401 336/691-4500 ( FAX 336/335-2646 [email protected]

Thomas P. Kalmbach, FSA The Hartford Life Insurance Cos. 200 Hopmeadow Street Simsbury, CT 06070 (860) 843-7549 FAX (860) 843-5860 [email protected] Sheryl M. Babcock, FSA Physicians Mutual Insurance Co.. 2600 Dodge Street Omaha, NE 68131 (402) 930-2515 FAX (402) 930-2732 [email protected] Vincent J. Granieri President Integrated Advantage Consultants, Inc 4865 Miami Rd. Cincinnati, OH 45243 (513) 272-7118 FAX (513) 272-7119 [email protected] SOA Staff Committee Member: Narayan Shankar SOA Staff Liaison: Judy Feldman

Vice Chair ­ Marketing and Product Design Kristi J. Nelson, FSA Minnesota Life Insurance Company Assistant Actuary 400 Robert Street North 17-3677 St Paul, MN 55101-2098 (651) 665-3677 FAX (651) 665-3793

[email protected]

Vice Chair, -- Pricing Nancy L. King, FSA Physicians Mutual Insurance Co. 2600 Dodge Street Omaha, NE 68131 (402) 633-1624 FAX (402) 930-2732 [email protected] Vice Chair -- Finance William J. Hauser, FSA Sun Life of Canada One Sun Life Executive Park, Area SC 3214 Wellesley Hills, MA 02481 (781) 446-1508 FAX (781) 235-0784 [email protected] SOA Staff Liaison: Judy Feldman Anderson

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COURSE 8: RETIREMENT BENEFITS EXAMINATION OFFICERS

Chairperson William J. Gooden, FSA, FCIA Gooden & Kerr 505 Third Street SW, Ste. 250 Calgary, AB T2P 3E6 Canada (403) 263-5027 FAX (403) 264-4872

[email protected]

Vice-Chair, 8R-US Katharine Claire Currie, FSA Hewitt Associates LLC 201 South College Street Suite 1550 Charlotte, NC 28244 (704) 347-0100, Ext. 3429 FAX (704) 347-0757

[email protected]

Vice Chair, 8R-C John R. Richards, FSA Vice President Avalon Actuarial Consulting 145 King Street West, Suite 1200 Toronto, ON M5H 1J8 (416) 777-9992, ext. 410 FAX (416) 777-1545 [email protected] Vice Chair Tracey L. Delahey Consultant Mercer Human Resource Consulting BCE Place 161 Bay Street, P.O. Box 501 Toronto, ON Canada M5J 2S5 416-868-2860 FAX 416-868-0322 [email protected] Vice Chair, James M. Forbush, FSA Fidelity Investments Actuarial and Consulting Group 26 Forest Street MF1B Marlborough, MA 01752 (508) 357-3641 FAX: (508) 263-3004 [email protected] Acting Vice Chair Marcus H. Rafiee 14039 Timbergreen Dr Huntersville, NC 28078 (704) 947-9879 [email protected] SOA Staff Liaison: Judy Feldman Anderson

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COURSE 8: RETIREMENT BENEFITS EDUCATION OBJECTIVES COMMITTEE

Chairperson Pamela L. Marlin, FSA Consultant The McKeogh Company Four Tower Bridge, Suite 225 200 Barr Harbor Drive W. Conshohocken, PA 19428 (484) 530-0692 FAX (484) 530-0713 [email protected] Jeffrey D. Clark, FSA Morneau Sobeco 1809 Barrington Street, Suite 701 Halifax, NS B3J 3K8 (902) 474-3256 FAX (902) 420-1932 [email protected] Richard C. Fulljames, FSA Watson Wyatt Worldwide 1055 Washington Blvd. Stamford, CT 06901 (203) 356-1220 [email protected] Kathryn A. Garrity, FSA [email protected] Eileen F. Luxton, FSA Mercer Human Resource Consulting BCE Place 161 Bay Street, PO Box 501 Toronto, ON Canada M5J 2S5 (416-868-2596 FAX 416-868-7555 [email protected] David L. Jakes, FSA Mercer Human Resource Consulting One Columbus, Suite 1100 10 West Broad Street Columbus, OH 43215-3475 (614) 227-5555 FAX (614) 224-7676 [email protected] Steven F. McKay, FSA Social Security Administration 6401 Security Blvd. Room 4-N-29 Link Baltimore, MD 21235 (410) 965-3014 FAX (410) 966-2658 [email protected] SOA Staff Committee Member: Emily K Kessler SOA Staff Liaison: Judy Feldman Anderson

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AMERICAN SOCIETY OF PENSION ACTUARIES

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CANADIAN INSTITUTE OF ACTUARIES

Canadian Institute of Actuaries

General Chair, E&E Committee, ASPA Michael Bain, ASA, EA, MAAA, MSPA President CMC 647 West Broadway Glendale, CA 91204 818-247-7900 AX 818-247-7277 [email protected] Exam. Chair, E&E Committee, ASPA Representative for the EA Exams Howard L. Simon, FSA, MSPA, EA Aon Consulting 99 High Street Boston, MA 02110 617.457.4634 [email protected] Sally Jean Zavattari, FSPA, EA Actuarial Services Group 14200 Midway Road, Ste. 115 Dallas, TX 75244 (972) 387-9888 FAX (972) 387-9655 [email protected]

800-150 Metcalfe Street Ottawa, Ontario K2P 1P1 Canada Phone: 613-236-8196 Fax: 613-233-4552

Chairperson, Committee on Education and Examinations: CIA: Liaison CIA Jim Doherty, FSA, FCIA Partner Ernst & Young Ernst &Young Tower. TD Center, PO Box 251 Toronto, ON Canada M5G1J7 (416) 943-3847 FAX (416) 943-3796

[email protected]

Chairperson, Bilingualism Subcommittee Claude J. Pare, FSA, FCIA Senior Director, Saving Product Development Desjardins Financial Security One Complexe Desjardins South Tower, 19th floor Montreal, QC H5B 1E2 (514) 350-8700, poste 3284 Fax: (514) 285-1416 [email protected] Translator, Course 1 Michel Rapin, FSA Office of the Superintendent of Financial Institutions 255 Albert Street, 12th Floor Ottawa, ON K1A 0H2 (613) 990-7971 FAX (613) 952-8219

[email protected]

Translator, Course 2 Mario Georgiev, FSA Optimum Reassurance Inc. 425 de maisonneuve Blvd. West, Suite 1200 Montreal, QC H3A 3G5 (514) 288-1900 FAX (514) 288-8099 [email protected] Translator, Course 3 Camil Lévesque, FSA Assurance-Vie Desjardins-Laurentienne Inc. 200 avenue des Commandeurs Levis, QC G6V 6R2 (418) 838-7243 FAX (418) 833-7217 [email protected] Cont'd. on next page

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CANADIAN INSTITUTE OF ACTUARIES ­ CONT'D.

Translator, ILA Course 8 Claude J. Paré, FSA, FCIA Senior Director, Saving Product Development Desjardins Financial Security One Complexe Desjardins South Tower, 19th floor Montreal, QC H5B 1E2 (514) 350-8700, poste 3284 Fax: (514) 285-1416 [email protected] Translator, Pension Course 8 Jean-Francois Girard, FSA, FCIA Towers Perrin 175 Bloor Street East South Tower Toronto, ON M4W 3T6 (416) 960-4460 FAX (416) 960-2819 [email protected] Translator, Finance Course 8 Pierre Lavigne, FSA BCE Corporate Services 1000 rue de la Gauchetiére Ouest, Suite 401 Montreal, QC H3B 4Y7 (514) 870-1244 FAX (514) 786-7008 [email protected] Translator, Investment Course 8 Pierre Lavigne, FSA BCE Corporate Services 1000 rue de la Gauchetiére Ouest, Suite 401 Montreal, QC H3B 4Y7 (514) 870-1244 FAX (514) 786-7008 [email protected]

Translator, Course 4 Marc-Andre Belzile, FSA, FCIA RGA Life Reinsurance Company of Canada 1010 Sainte-Catherine Street West Suite 1000 Montreal QC Canada H3B 3R8 514-985-5514 [email protected] Translator, Course 5 Claude J. Paré, FSA, FCIA Senior director, Saving Product Development Desjardins Financial Security One Complexe Desjardins South Tower, 19th floor Montreal, QC H5B 1E2 (514) 350-8700, poste 3284 Fax: (514) 285-1416 [email protected] Translator, Course 6 Claude J. Paré, FSA, FCIA Senior director, Saving Product Development Desjardins Financial Security One Complexe Desjardins South Tower, 19th floor Montreal, QC H5B 1E2 (514) 350-8700, poste 3284 Fax: (514) 285-1416 [email protected] Translator, Course 7 Claude J. Paré, FSA, FCIA Senior director, Saving Product Development Desjardins Financial Security One Complexe Desjardins South Tower, 19th floor Montreal, QC H5B 1E2 (514) 350-8700, poste 3284 Fax: (514) 285-1416 [email protected] Translator, Group Course 8 Denis Morcel, FSA Sun Life Assurance Co. of Canada 1155 Metcalfe St., 3rd Floor Montreal, QC H3B 2V9 (514) 866-2757 FAX (514) 954-3685 [email protected]

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CASUALTY ACTUARIAL SOCIETY

Syllabus Chairperson, CAS Edward C. Stone, FCAS Mercer Risk Finance & Insurance 1717 Arch Street 27th Floor Philadelphia, PA 19103 (215) 982-4390 FAX: 215-982-4601 [email protected] Education Policy Chairperson, CAS Jeanne E. Swanson Associate Actuary Liberty Mutual Group 175 Berkeley Street, Dept. 02522 Boston, MA 02117 (617) 574-6691 FAX: (617) 574-5558 [email protected]

CAS General Officer, Courses 1 & 2 Thomas G. Myers, ASA, FCAS, MAAA Vice President, Product and Distribution High Point Safety and Insurance Management Company 23 Main St. Mailstop D1-42 Holmdel, NJ 07733 (732) 946-5635 FAX (732) 946-6020 [email protected] CAS General Officer, Courses 3 & 4 Russell Frank, FCAS SCOR Reinsurance Company One Pierce Place Suite 600 Itasca, IL 60143-4049 (630) 775-7353 FAX (630) 775-0846 [email protected] Vice President Admissions (E&E), CAS Thomas G. Myers, ASA, FCAS, MAAA Vice President, Product and Distribution High Point Safety and Insurance Management Company Holmdel, NJ 07733 (732) 946-5635 FAX (732) 946-6020 [email protected] Examination Chairperson, CAS Richard P. Yocius, FCAS Allstate Insurance Company 2775 Sanders Road Northbrook, IL 60062-6127 (847) 402-3497 FAX (847) 326-6423 [email protected] J. Thomas Downey Manager, Admissions Casualty Actuarial Society of Actuaries 1100 North Glebe Rd., Suite 600 Arlington, VA 22201 703-276-3100 FAX 703-276-3108 [email protected] Bob Craver Examinations Coordinator Casualty Actuarial Society of Actuaries 1100 North Glebe Rd., Suite 600 Arlington, VA 22201 703-276-3100 FAX 703-276-3108 [email protected]

JOINT BOARD FOR THE ENROLLMENT OF ACTUARIES

Joint Board for the Enrollment of Actuaries Internal Revenue Service SE:OPR 1111 Constitution Avenue, NW Washington, D.C. 20224 Executive Director Patrick McDonough Fed Ex: c/o IRS - JB, IRS, C:AP:P 1111 Constitution Avenue, NW Washington, DC 20224 c/o Department of the Treasury Mail: 1111 Constitution Avenue, NW Washington, DC 20224 (202) 622-8225 FAX 202-622-8300

[email protected]

Management Analyst Gloria Walker Joint Board for the Enrollment of Actuaries IRS (SE:OPR) ­ Dept. of Treasury 1111 Constitution Avenue, NW Washington, DC 20224 (202) 622-8280 FAX 202-622-8300 Chairperson Paulette Tino, ASA Internal Revenue Service, Room 2551 Pension Actuarial Board CP:E:EP:A:2 1111 Constitution Avenue, NW Washington, DC 20224-0001 (202) 622-7192 FAX (202) 622-6856 Home (202) 362-4457

Chairperson Martin Pippins, EA, MAAA Internal Revenue Service 1111 Constitution Avenue NW T:EP:RA:T:A2 Washington, DC 20224-0001 202-622-7863 FAX 202-622-6856 7/22/2004

19

[email protected]

·

ADVISORY COMMITTEE (JBEA)

·

ENROLLED ACTUARY (EA) EXAMS ­2004

Advisory Committee Coordinator (Chair) Carl Shalit, FSA, MAAA, MSPA, EA Carl Shalit & Associates, Inc. 65 Congress Street Salem, MA 01970 (978) 745-9939 FAX (978) 745-9949 [email protected] Advisory Committee (SOA Rep.) Patricia A. Rotello, FSA PricewaterhouseCoopers LLP Kwasha HR Solutions 500 Frank W. Burr Blvd Glenpointe Centre West Teaneck, NJ 07666-6802 (201) 530-2020 FAX (201) 530-2323 [email protected] Advisory Committee (SOA Rep.) Bruce Anthony Cadenhead, FSA, MAAA, EA William M. Mercer Incorporated 1166 Avenue of the Americas New York, NY 10036-2708 (212) 345-7257 FAX (212) 345-7413

Chairperson (EA-1) Eric B. Feinstein, FSA, EA Ascension Health 11775 Borman Dr. St. Louis, MO 63146 (314) 733-8648 FAX: (314) 733-8581 [email protected] Vice Chair Andrew William Ferguson, FSA, EA Altman and Cronin 160 Sansome St., 5th Floor San Francisco, CA 94104 (415) 395-7498 [email protected] Chairperson, (EA-2A) David M. Ziegler, EA 13664 Bayberry Place, Unit 401 Centreville, VA 20121 [email protected] Co-Vice Chair Steven E. Ruiter Consultant Mercer Human Resource Consulting 600 University Street, Suite 3200 One Union Square Seattle, WA 98101-3137 206-808-8538 FAX 206-382-0627 [email protected] Co-Vice Chair Evelyn S. Vlasak Consulting Actuary Florida Dept of Financial Services Office of Insurance Regulation 200 East Gaines Street Tallahasse, FL 32399 850-414-2778 FAX 850-922-5167 [email protected] Chairperson, (EA-2B) Arthur L. Conat, ASA Ernst & Young LLP 233 South Wacker Drive Chicago, IL 60606-6301 (312) 879-2105 [email protected] Vice Chair Michael L. Pisula Actuary The Phoenix Benefits Group Inc. The Allegheny Building, Suite 1001 429 Forbes Avenue Pittsburgh, PA 15219 412-434-7471 FAX 412-434-7475 [email protected]

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AMERICAN COLLEGE TESTING PROGRAM

Director Charles S. Kunce American College Testing Prof. and Occupational Programs Dept. 2201 North Dodge Street P. O. Box 168 Iowa City, IA 52243 (319) 337-1193 FAX (319) 337-1551 Home Director, Research/Psychometric Services Judy Spray American College Testing Prof. and Occupational Programs Dept. 2201 North Dodge Street Iowa City, IA 52243 (319) 337-1444 FAX (319) 337-1551 or 339-3020 Home Program Manager Wayne P. Fisher American College Testing Contract Services Department 2255 N. Dubuque Rd., Tyler Bldg P.O. Box 168 Iowa City, IA 52243 (319) 337-1247 FAX (319) 337-1122

[email protected] [email protected]

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SOCIETY OF ACTUARIES

Judy F. Anderson, FSA - Staff Fellow Actuarial Education (847) 706-3590 [email protected] Leslie Fausher - CSGI Administrator Doreen Tan - Professionalism Education Administrator (847) 706-3561 [email protected] Brett Rogers - Registrar/E&E Analyst (847) 706-3586 [email protected] David Stangl - E&E Technical Analyst (847) 706-3508 [email protected] Lauara Kibiloski - Supervisor- Examination Services (847) 706-3589 [email protected] Judy Powills - Director of Assessment & Candidate Affairs (847) 706-3563 [email protected]

President Neil A. Parmenter, FSA, FCA, EA 3021 38th St. Des Moines, IA 50310-4616 (515) 255-6966 FAX (515) 279-2501 [email protected] Executive Committee - E&E Dale H. Yamamoto , FSA, EA, MAAA, FCA Hewitt Associates LLC 100 Half Day Road Lincolnshire, IL 60069 847-295-5000 FAX 847-575-3627 [email protected] General Counsel Alan Lazarescu Vice President and Insurance Counsel Metropolitan Life Insurance Company New York, NY 10010 (212) 578-2428 FAX (212) 696-0541 Home Secretary (212) 578-2429

.

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KEY EDUCATION & EXAMINATIONS SOCIETY OF ACTUARIES STAFF

Society of Actuaries 475 North Martingale Road, Suite 600 Schaumburg, IL 60173 (847) 706-3500 FAX (847) 706-3599 Marta L. Holmberg, Ph.D. - Managing Director of Core Studies and Global Initiatives (847) 706-3580 Home (630) 325-5643 [email protected] Martha Sikaras - Manager of Global Initiatives (847) 706-3596 [email protected] Sarah Phelps - Coordinator ­ Core Studies & Global Initiatives (847) 706-3574 [email protected] Gena Long - Course 7 Manager (847) 706-3582 [email protected]

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22

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Microsoft Word - E&E Directory 2004.doc