Stephanie Harris
Pittsburgh
Summary
Results-driven Actuarial Supervisor with a proven track record in streamlining workflows, enhancing team performance, and ensuring accuracy in annual valuations. Demonstrated ability to optimize processes and foster a collaborative work environment.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Actuarial Supervisor
Actuarial Data Inc.
Pittsburgh
02.1995 - 12.2025
- Trained team members on use of valuation software and process for actuarial valuations.
- Created steps for pension plan terminations to streamline process and guaranty time lines are met.
- Developed training materials to enhance employee knowledge of actuarial principles.
- Developed annual valuation checklist and procedures to ensure efficiency and accuracy of contribution determination.
- Fostered a positive work environment, leading to an increase in team morale.
- Developed strategies to improve performance and productivity.
- Streamlined workflow processes, reducing project completion times.
- Reviewed completed work to verify consistency, quality, and conformance.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Delegated work to staff, setting priorities and goals.
Assistant Actuary
d,p,b & z, inc.
Pittsburgh
09.1993 - 10.1994
- Prepared actuarial valuations and individual benefit election forms to be reviewed by the senior actuary.
- Analyzed census data.
- Balanced plan assets.
Actuarial Assisant
Halliwell & Associates, Inc.
Pittsburgh
07.1987 - 08.1993
- Used actuarial valuation software to generate calculations of actuarial liability and present values.
- Generated spreadsheets to use this raw data to calculate Minimum and Maximum Contribution limits according to IRS guidance.
- Prepared annual valuation reports to be reviewed by Senior Actuary.
Education
Bachelor of Science - Mathematics / Actuarial Science
The Pennsylvania State University
University Park05-1987
Skills
- Streamlined process for performing actuarial valuations
- Consulted with plan sponsors of 60 plus plans each year
- Reviewed plan documents annually to analyze if plan sponsor's needs are being optimized
- Calculation of Minimum Required and Maximum Deductible Contributions to Defined Benefit pension plans
- Preparation and review of annual actuarial valuation report
- Correspond with clients to communicate contribution amounts and deadlines,
- Preparation and eFiling of Form 5500 series and PBGC premium filings
- Consulting and completion of Defined Benefit plan terminations and management of timing and steps involved
Certification
ASA (Associate of the Society of Actuaries) since 1990
MAAA (Member of the American Academy of Actuaries) since 1991
MAAA (Member of the American Academy of Actuaries) since 1991
Software Proficiency
- Relius Administration, WebClient, FTWilliam document generation, Excel, Microsoft Suite, Adobe Acrobat, Quantech, Lynchval, Relius Government Forms
Timeline
Actuarial Supervisor
Actuarial Data Inc.
02.1995 - 12.2025
Assistant Actuary
d,p,b & z, inc.
09.1993 - 10.1994
Actuarial Assisant
Halliwell & Associates, Inc.
07.1987 - 08.1993
Bachelor of Science - Mathematics / Actuarial Science
The Pennsylvania State University