Victor’s clients have included not-for-profit organizations, public entities, Taft-Hartley funds, law firms, and corporations.
His areas of expertise include defined benefit plan funding issues, funding improvement and rehabilitation plans, expense requirements, plan design, and nondiscrimination testing. He also has experience with defined contribution plans, nonqualified plans, and health and welfare plans.
Victor has experience with issues relating to defined benefit plans under the requirements of ERISA and the Pension Protection Act of 2006 (PPA). His experience includes assumption studies, withdrawal liability calculations, rehabilitation and funding improvement plans, asset-liability forecasts, benefit improvement studies, early retirement window programs, plan mergers, compliance with nondiscrimination regulations, and funding policy development.
