Biography

Tina Liu, Associate Actuary, EA, FCA, MAAA

(650) 377-1607 | Email Tina

Experience/Responsibilities

Tina has more than 15 years of actuarial consulting experience, including 8 years of experience with public sector plans, before joining Bartel Associates in 2017.

Tina's experience includes:

  • Government and corporate pension and retiree medical plan funding valuations and forecasts
  • GASB, FASB and CASB accounting valuations and forecasts
  • Actuarial experience studies
  • Plan termination, spin-off, asset transfer, and union negotiation cost analysis
  • Total reward statement and retirement readiness benchmark for 401(a), 401(k), 403(b) and 457(b) retirement plans
  • Due diligence review and plan design cost projection for 401(a), 401(k), 403(b) and 457(b) retirement plans

Affiliations/Designations/Education

  • Enrolled Actuary under ERISA
  • Member, American Academy of Actuaries
  • Fellow, Conference of Consulting Actuaries
  • BS in Specialization of Actuarial Mathematics, Concordia University, Montreal, Canada
Other Staff | Contact Tina | Phone: (650) 377-1607

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