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Dane
C. Mitchell, FSA, EA, MAAA Under Dane's leadership, SAI is committed to your service satisfaction. As an actuary and consultant with over 25 years of experience designing retirement plans, he is instrumental in fully Insured and defined benefit plan design and administration. |
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James Vito Esposito QPA,
LUTCF James is responsible for providing training and technical assistance with the installation of qualified retirement plans. He has 15 years of experience in the life insurance and qualified plans industries, having served as the Senior Marketing Consultant for the New York Subsidiary of an international insurance company. Prior to that, James was a leading agent for a top mutual life insurance company. |
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Constance E. Conger Manager - Syracuse Office With over 18 years experience in working with various qualified pension plans including 401(k), 403(b), and profit sharing plans, Connie is well versed in retirement plan administration. Connie has had numerous positions during her career in the insurance industry including being Supervisor of the pension administration department for a large U.S. Life Insurance Company. |
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Kathy Nichols, QPA Kathy has over 21 years of pension experience with full administration on various types of qualified plans including profit sharing, target benefit and defined benefit plans. She has been one of the driving forces directing the defined benefit plan sector of our business including fully insured plans. She is particularly involved with DB plan design, administration and termination including training other staff to assist with this work. |
