Joan Gucciardi

Senior Consulting Actuary, Summit Benefit & Actuarial Services, Milwaukee, WI

Brief Description of Services:
Benefits and actuarial Consulting.

Professional Affiliations:
Enrolled Actuary (EA); Member of American Society of Pension Professionals and Actuaries (MSPA); Chartered Life Underwritter (CLU); Chartered Financial Consultant (ChFC); Member of American Academy of Actuaries (MAAA); Certified Pension Consultant (CPC).

Presentation Topics:
Retirement Planning; types of pension plans; retirement planning for the small business; government forms and retirement plans; comminicating your retirement plan to your employees; pension plan design.

Books/White Papers:
Pension Distribution Answer Book(Panel Publishers, 2008)
Plan Termination Answer Book (Panel Publishers, 2008)
Co-editor-in-Chief of the quarterly “Journal of Pension Benefits” (Panel Publishers)

Contact Information:
Phn: (414) 302-9199
Email: jgucciardi@summitbenefit.com
Website: www.summitbenefit.com/