Jeffrey M. Van Wagner, FSA, EA, MAAA

Principal

Throughout his career, Jeff has been engaged in helping employers manage their total retirement programs. This includes design and implementation of several types of qualified and nonqualified retirement plans, including Defined Benefit Plans, Cash Balance Plans, Age-Weighted Profit Sharing Plans, Pension Equity Plans, Floor Offset Plans, SERPs, IRC Section 457 Plans and Other Post-Employment Benefit (OPEB) Plans. He also has experience providing actuarial valuation and consulting services within many industries, including not-for-profit, tax-exempt, privately held and publicly traded Fortune 500 companies. At Alliance, Jeff’s duties will include design, implementation, administration and strategic planning relating to these programs as well as ensuring that clients receive the most complete and highest quality service available.

Prior to joining Alliance, Jeff led relationships with a number of organizations for Watson Wyatt Worldwide. Before Watson Wyatt Worldwide, Jeff was with Ernst & Young and served as a "pension and retirement resource" for transaction services engagements in addition to his primary responsibilities as a consulting actuary.

Jeff graduated from Indiana University with a BS in Mathematics and an MA in Applied Mathematics. He is a Fellow of the Society of Actuaries (FSA), an Enrolled Actuary under ERISA (EA) and a Member of the American Academy of Actuaries (MAAA).



Strive not to be a success, but rather to be of value.

Albert Einstein