James D. Burke FCA MAAA FSA EA

Sr. Managing Consultant, CBIZ Retirement Plans Services

Contact Information

CBIZ Retirement Plans Services
1845 Walnut Street
14th Floor
Philadelphia, PA 19103-4755
US
Phone
215-523-5035
Fax
267-800-1675
Email
james.burke@cbiz.com
Jim is a Senior Managing Consultant in the CBIZ Savitz retirement practice in Philadelphia. He has more than 20 years of experience in the actuarial consulting field. He is a Fellow of the Conference of Consulting Actuaries, a Fellow of the Society of Actuaries, an Enrolled Actuary and a Member of the American Academy of Actuaries.

CCA Member Since 2008

Corporate DB/DC Nonprofit DC Retiree Medical FAS106

IFRS Employee Benefits – Accounting and Auditing 2017 CCA Annual Meeting (October 23, 2017)

ASOP Updates - What You Need To Know and Why (They Are Good for You) ASOP Updates – What You Need To Know and Why (They Are Good for You) Audio/Webcast (February 08, 2017)

Case Studies of Professionalism: Navigating the ASOPs 2016 CCA Annual Meeting (October 25, 2016)

Lump Sum Window 2015 CCA Annual Meeting (October 27, 2015)

Mergers and Spinoff Requirements Under Section 414(l) 2014 Enrolled Actuaries Meeting (March 26, 2014)

Talking to the Auditor/Defending Your Work 2012 CCA Annual Meeting (October 22, 2012)

Credit Balance Management (for large plans) 2012 Enrolled Actuaries Meeting (March 27, 2012)

Disclaimer

The Conference of Consulting Actuaries (CCA) serves only as a clearinghouse for providing a list of its members and their specific areas of practice. The information appearing with each members name regarding their practice areas was furnished by the member and has not been independently verified in any way by the CCA. Neither the CCA nor its officers, members, or staff make any warranties or representations as to the professional competency of these individuals. Each person who is considering the use of the services of an actuary listed is advised to make an independent judgment regarding their choice of persons whose services they wish to utilize.