Joseph C. Anzalone FCA FSA EA

Director and Consulting Actuary, River and Mercantile

Contact Information

River and Mercantile
450 Lexington Avenue
C/o WeWork
New York, NY 10017-3904
US
Email
joseph.anzalone@riverandmercantile.com
Joe Anzalone is a Director and Consulting Actuary in River and Mercantile Solutions’ New York City office. Joe helps his clients with many aspects of their defined benefit pension plans, including design, compliance, financial risk management, and administration. Joe has worked in the field for 12 years, and has serviced plans with as few as 3 and as many as 90,000 participants. He has consulted on areas such as plan terminations, lump sum windows, mergers and spinoffs, liability-driven investing, and nondiscrimination testing. In addition to qualified pension plans, Joe works with retiree medical plans and non-qualified pension plans. Joe joined River and Mercantile Solutions in 2018, having previously worked at Mercer. Joe is a Fellow of the Society of Actuaries and an Enrolled Actuary. Joe graduated from Columbia University with a BA in Mathematics and Economics.

CCA Member Since 2019

Corporate DB/DC Retiree Medical FAS106

Single-Employer Plan Funding Rules Refresher Single-Employer Plan Funding Rules Refresher Webinar (May 13, 2020)

801 - Use of Credit Balance Management for Large Plans 2020 Enrolled Actuaries Meeting (March 31, 2020)

Not Your Average Plan Termination Session 2019 CCA Annual Meeting (October 29, 2019)

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.