d/b/a Gallagher Actuarial Services
P.O. Box 297
Sebago, ME 04029-0297
e-mail: actuary "at" galactser.com
World Wide Web URL:
Northeastern University, Boston, MA
Bachelor of Arts - Mathematics - 1974
Credits toward Master Degree in Actuarial Science
Member - American Academy of Actuaries - 1978 - 2014
Associate - Society of Actuaries - 1978 - 2014
Enrolled Actuary - 1976 - 2016
Providing independent actuarial consulting services, including annual actuarial valuations and administration for several plans (qualified and church), and financial reporting for post-retirement pension and health programs. Primary focus has been in the provision of expert witness services for litigation support involving valuation of payment schemes contingent upon survival (lost wages, trust settlements, life estate and remainder interests, alternate payee and participant pension and survivor benefit valuations, etc.). Providing support to attorneys in the analysis, drafting, and implementation of domestic relations orders for qualified, non-qualified, and governmental pension and savings programs.
Responsible for providing actuarial expertise in support of investment advisory services to pension plan clients, primarily through asset/liability studies and modeling.
Responsible for all actuarial certifications for Defined Benefit plans; supervised training for start-up of on-demand/daily valuation Defined Contribution plan administration; system administrator for network of 20 personal computers; designed, wrote, and maintained all independent computer programs, including asset reconciliation system for summary of any number of individual accounts and for consolidated reporting; liaison to provider of commercial actuarial and recordkeeping software.
Responsible for provision of design, administration, and actuarial services for Defined Benefit plan clients; designed, wrote, and maintained actuarial valuation computer system.
Responsible for Defined Benefit plan administration and actuarial certifications for block of Group Annuity Contractholders; assisted in pricing annuity products; backed up actuarial services for Individual Policy Pension Trust department.
Co-op student while Northeastern University under-graduate; responsible for drafting of federal pension reporting forms for all clients.
Panelist - Maine State Bar Association - 4/04
Sophisticated Financial Issues in Family Law
Panelist - Maine State Bar Association - 2/99
Dufficult Valuation Issues in Divorce
Panelist - Maine State Bar Association - 1/91
Economic Aspects of Divorce
Instructor - Chartered Financial Consultant Seminar - 1/90
Retirement Plan Distribution Planning
Panelist - Maine State Bar Association - 3/88
Family Law Continuing Education - Pensions as Marital Property
Instructor - The American College - 3/85
Pensions and Other Retirement Plans
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