Alan Picture

With over 25 years of actuarial experience, Mr. Stone specializes in project management and in all areas of retirement consulting. This includes plan design, valuations, administration, plan cost estimates, benefit calculations and government form preparation. Mr. Stone's experience includes traditional defined benefit plans as well as cash balance plans. He has worked on plans ranging in size from single plan participants to 35,000 participant plans.

Mr. Stone received a Bachelor of Science in Economics and Mathematics at the State University of New York at Binghamton. He is an Associate of the Society of Actuaries, an Enrolled Actuary, a member of the American Society of Pension Professionals & Actuaries and a member of the American Academy of Actuaries.

Mr. Stone was elected to the Leadership Council of ASPPA’S College of Pension Actuaries (ACOPA) for a three-year term beginning October 2012 and re-elected for a second three-year term beginning October 2015. ACOPA is the primary source of professional organizational support for pension actuaries.

In March 2016, Mr. Stone joined the committee in charge of preparing the Enrolled Actuaries law exam. The exam covers relevant pension laws, regulations, and rulings as they affect pension actuarial practices. These exams must be successfully completed to satisfy the actuarial knowledge requirement for the designation of Enrolled Actuary. Mr. Stone is personally preparing many of the questions on the 2017 exam.

Beginning March 2010, Mr. Stone has volunteered for the South Brooklyn Legal Services Mid-Atlantic Pension Counseling Project. He provides pro-bono pension and actuarial services to a non-profit organization that provides legal assistance to pensioners and their beneficiaries.

Cash Balance Plans—Design, Testing and New Developments

Alan Picture Our Management Team