Biography

John Bartel, President, ASA, FCA, MAAA

(650) 377-1601 | Email John

With over 30 years in employee benefits, John focuses on pension consulting for a wide variety of public and private sector clients. He founded Bartel Associates to serve public sector agencies, emphasizing quality, personal attention, and clear results at reasonable fees. Clients rely on John’s ability to apply complex regulations in understandable ways.

John is one of two actuaries appointed by former Governor Schwarzenegger to the California actuarial advisory panel (CAAP) formed under recent legislation (SB 1123). CAAP will provide impartial and independent information on pensions, other post-employment benefits, and best practices to California public agencies. John Bartel served as consultant for the California state office of finance to former governor Schwarzenegger's public employee post-employment benefits commission, charged with review of policy regarding the state’s public employee retirement benefits.

John Bartel was a member of the special task force which assisted GASB in drafting Statements No. 43 and 45 and he is also on the current advisory task force for the GASB project revising and updating GASB 45.

John specializes in:

  • CalPERS public agency consulting
  • Helping clients understand actuarial, accounting, and regulatory issues
  • Retiree healthcare plan valuation, study, and design
  • Retirement plan review, valuation, and design
  • Employee benefit merger and acquisition issues

Publications (copies available upon request)

  • 2003 California Public Retirement Journal “GASB: Other (Than Pensions) Post employment Benefits Plan Sponsor Reporting and Disclosure”
  • June 2001 National Association of State Retirement Administrators (NASRA) “Is A DROP Plan Right for Your Organization?” with Chris Bone, Aon’s Chief Actuary
  • January 2001 Western City “Understanding the Impact of the New CalPERS Public Safety Benefits” with Harriet Commons, City of Fremont.
  • GASB 27 (pension disclosure) White Paper, California Committee on Municipal Accounting with Glenn Steinbrink, City of Fullerton

Speaking Engagements

  • Meetings for Enrolled Actuaries, Society of Actuaries, Conference of Consulting Actuaries, League of California Cities, California Society of CPAs, California Public Employee Labor Relations Association, and California Society of Municipal Finance Officers.

Affiliations/Designations/Education

  • Associate of the Society of Actuaries
  • Fellow of the Conference of Consulting Actuaries
  • Member, American Academy of Actuaries
  • BS in Mathematics, California State University, Chico
Other Staff | Contact John | Phone: (650) 377-1601

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