Retirement Plan Sales Consultant
Kevin Palm, MPSA, MAAA, EA is an accomplished actuary with over 30 years of experience in retirement 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 optimize existing retirement plans or add new ones. Kevin continues to serve as a consultant for select Kravitz clients with large defined benefit plans.
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 retirement plan. He also consults on the impact pension plans 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.