James Yuan, Associate Actuary, ASA, MAAA

(650) 377-1605 | Email James

Experience/Responsibilities

James joined Bartel Associates in 2017 and works on all phases of pension and OPEB actuarial valuations, including data analysis, valuation programming, asset reconciliation, costing of plan changes, and determination of liabilities and costs under GASB 67/68 and 74/75. All of James’ work is with plans sponsored by public agencies.

Prior to joining Bartel Associates, James had 9 years of actuarial experience working on ERISA Multi-Employer pension and retiree health plans.

Affiliations/Designations/Education

• Associate of the Society of Actuaries
• Member, American Academy of Actuaries
• BA in Economics, University of Rochester