Pension Plan Consulting, Design and Implementation
Pension Plan Administration
Professional Qualifications
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PROFESSIONAL QUALIFICATIONS

Background:
Richard Blum has over twenty years of experience being a Pension Actuary and Consultant in the areas of employee benefits and employee communication. Working in large consulting firms and life insurance company environments has given Mr. Blum a wide spectrum of benefits experience. He founded Richard Blum & Associates in 1985 in Ormond Beach, Florida and maintains this practice today as its Pension Actuary and Consultant.

Education:
Mr. Blum completed both undergraduate and graduate courses leading to a Bachelor of Arts in Mathematics from Queens College of the City University of New York. He has attended professional courses at Northeastern University, St. John's University, University of Hartford and University of Michigan. Additionally, he has attended actuarial/technical programs given by the New York City, Detroit, and Chicago Actuaries Clubs, the Society of Actuaries, the American Society of Pension Actuaries and the American Academy of Actuaries as well as the American Bar Association and the American Law Institute.

Areas of Specialization:
Areas of specialty include small to medium size company pension plan design, administration, plan documents, employee communications and training in both the defined benefit and defined contribution plan areas. Mr. Blum has been called upon numerous times by the courts in his area to act as an expert witness in matters pertaining to employee benefits as they relate to marital dissolutions and personal injury situations.

Professional Affiliations:
Mr. Blum is a member of the Society of Actuaries, American Academy of Actuaries and the American Society of Pension Actuaries.

Speaking Engagements:
Mr. Blum has made employee benefits presentations to many groups around the country. The professional groups he has spoken to in Florida include:

  • Florida Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • International Association for Financial Planning
  • National Association of Accountants
  • National Association of Tax Practitioners