Schwartz Retirement Benefit Strategies
Expert Retirement Solutions for Small Businesses

About

Barbara Schwartz, EA, MAAA

Experience

Working for some of the country's largest consulting firms, Barbara J. Schwartz has provided expert pension consulting services for over 40 years.  She is an Enrolled Actuary and a member of the American Academy of Actuaries.  Barbara also has an MBA in Finance from UCLA.  Her consulting career has focused primarily on retirement plans, especially on design, structure, benefit calculations, government compliance and regulatory issues.  

 

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Career History

SCHWARTZ RETIREMENT BENEFIT STRATEGIES
Principal and Chief Consultant, 1999-present

ARTHUR ANDERSEN
Principal, Retirement Practice Leader, 1994-1999

TOWERS WATSON(formerly THE WYATT COMPANY)
Consultant, Pension Division, 1992-1994

KPMG PEAT MARWICK
Principal, Employee Benefits Group, 1986-1992

THE PRUDENTIAL
Vice President, Group Pensions, 1976-1986

Significant Achievements

  • Avoided > $1 billion in potential IRS penalties for a Fortune 500 client's DB and DC plans for non-compliance issues
  • Redesigned clients' DB/DC plans - increased benefits to owners by over 60%, with no increase in total cash outlays
  • Increased participation in a client's 401(k) plan from 25% to 75% through creative plan design
  • Honored with the "Service Award of the Year" by client for outstanding administration of 401(k)/ESOP