Retirement Plan Sales Consultant
Kevin Palm, MPSA, MAAA, EA is an accomplished actuary with over 35 years of experience in cash balance/defined benefit (CB/DB) plan design and consulting. He joined Kravitz in 1991 and has served in numerous leadership roles throughout the firm, including Director of Compliance Services and Director of Client Relationships. In his current role as Retirement Plan Sales Consultant, he brings his considerable expertise to businesses of all sizes looking to improve the design of an existing CB/DB plan, and/or improve a sponsor’s level of customer service for such plans.
Kevin continues to serve as a direct day-to-day consultant for select clients with sophisticated cash balance plan designs or other unique service needs. With his unique combination of advanced technical proficiency, extensive business knowledge and superb client relationship skills, Kevin can rapidly review and make recommendations on even the most complex, troubled CB/DB plan. He also consults on the impact such a plan may have on the financial status of a company, including reviewing Accounting Standards Codification (ASC) disclosures (formally known as Financial Accounting Standards or FAS). An Enrolled Actuary under ERISA, Kevin earned his B.S. degree in mathematics/applied science from the University of California, Los Angeles.