| Daniel Cassidy | Jim Godwin | Charlie Cahill | Tom Obara |
| Sean McSweeney | Fu Sang Poon | Audrey Anthony | Maureen McClain |

• forecasting pension valuation results for ERISA and FAS 87/88
• retiree medical valuations
• plan design for 401(k) and pension plans
• merger & acquisition analysis
• investment performance monitoring
• 401(k) plan audits
• FAS 123 stock option valuation

Fellow of the Society of Actuaries (FSA)
Member, American Academy of Actuaries (MAAA)
Enrolled Actuary, Joint Board for Enrollment of Actuaries (EA)
Chartered Financial Analyst (CFA)

Dan is the author of "A Manager's Guide to Strategic Retirement Plan Management" Published By John Wiley & Sons, Inc.

Dan also is on the Faculty at Boston College's Center for Retirement Research.

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Consulting Actuary

James Godwin, ASA joined CRG in 2004 as a Consulting Actuary. Jim has over 25 years of experience in actuarial and employee benefits consulting including defined benefit, deferred compensation, executive benefit, retiree welfare, and SERP plans. Jim has worked for several large consulting firms, including 20+ years with George Beram & Company, Inc and KPMG. Jim has consulted on plans ranging from 100 to 20,000 participants. Jim has specialized in pension plan design, QDRO calculations and non-discrimination testing in the past.

• Prepare cost studies and projections for benefit improvements, spin-offs, and terminations
• Supervision of performance of actuarial valuations, pension plan and other post-retirement benefit design, analysis of benefit improvements, FAS/IAS, GASB regulatory compliance for private and public sector retirement plans
• Draft and review plan documents, amendments, participant notices and Qualified Domestic Relations Orders

Associate of the Society of Actuaries (ASA)
Enrolled Actuary (currently inactive), Joint Board for Enrollment of Actuaries (EA)

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Consulting Actuary

Charlie joined CRG in 2010. He has extensive experience with all aspects of post-employment benefit plans. He has consulted on qualified and non qualified plans, defined benefit and defined contribution plans. He has consulted on both corporate and public entities post-retirement medical benefit programs. Prior to joining CRG, Charlie spent 17 years with Aon Consulting, most recently acting as Senior Vice President and Retirement Practice Leader for the Boston office.

Fellow of the Society of Actuaries (FSA)
Member, American Academy of Actuaries (MAAA)
Enrolled Actuary, Joint Board for Enrollment of Actuaries (EA)

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Retirement Executive

Tom Obara joined CRG in 2009. Tom leads the business development efforts and oversees the defined contribution practice. Tom comes to CRG after 13-years with T. Rowe Price Retirement Plan Services. He joined T. Rowe Price in 1995 as an Operations Representative then served the firm as a Client Relations Consultant, before joining the Sales Department in 1999. He earned a B.A. in Business Management from Washington College in Chestertown, Maryland and an M.B.A. in Management from Loyola College in Baltimore, Maryland. Tom is a Series 7 and 63 NASD Registered Representative and has successfully passed the American Society of Pension Actuaries (ASPA) Pension Administration Exam.

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Consultant

Sean provides overall client management to CRG’s clients for retirement plan projects. He joined CRG in 2007. Sean has 11 years of experience in the field working for Diversified Investment Advisors and Towers Perrin.

• Annual valuations for determining contribution amounts under ERISA, and accounting valuations and disclosure under FAS87, FAS106, FAS132, FAS158, and IAS19
• Pension plan studies such as plan design, early retirement windows, and union negotiations
• Benefit calculation certification and employee benefit statements
• Plan administration tasks such as government filings
• IBNR calculations
• Nondiscrimination testing
• Plan terminations

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Consulting Actuary

Fu Sang Poon graduated from the Massachusetts Institute of Technology with a BS in Chemistry and a minor in Economics. He has 15 years of experience working on defined benefit plan valuations (ERISA and FAS 87/88) and plan design/forecasting, retiree medical valuations (FAS 106) and plan design/forecasting, defined contribution plan design/forecasting and mergers/spinoffs/acquisitions.

Fu has been with Mercer, Ernst & Young, Buck Consultants and most recently, Fidelity Investments where he was a Vice President in the Actuarial Consulting practice.

Associate of the Society of Actuaries (ASA)
Enrolled Actuary (currently inactive), Joint Board for Enrollment of Actuaries (EA)

Benefits Analyst

Audrey has been with CRG since 1997. She has over 10 years of human resources experience including compensation and classification studies, as well as generalist experience.

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Benefits Analyst

Maureen joined CRG in 2007 after graduating from Providence College where she earned a BA in Mathematics with a concentration in Business Studies. Maureen manages CRG's investment performance reporting, assists with benefit administration, prepares benefit statements, and provides overall support of our clients' needs.

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