Richard Lunney

Richard has worked in the retirement consulting field since 1991, with prior experience at Mercer and Aon where he specialized in qualified and non-qualified defined benefit plans and retiree medical plans. He assists organizations across a broad range of benefits-related issues, such as designing, funding, communicating, and financial reporting of their retirement programs.

He has extensive experience in the following areas:

• Performing actuarial valuations for corporate defined benefit and retiree medical plans
• Preparin cost projections of benefit plans under various economic conditions
• Assisting plan sponsors with plan design strategies and cost implications
• Conducting financial accounting under US and IFRS standards for qualified, retiree medical, and non-qualified executive pension plans
• Conducting global accounting consolidation
• Communicating the value of benefit plans via comprehensive benefit statements and projections of future benefits
• Analyzing and implementing pension de-risking projects, including plan terminations, annuity purchases, and lump sum windows