Kennedy

Areas of Expertise

  • Retirement Consulting
  • Actuarial Consulting
  • Retirement Program Redesign and Communication
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Pension Administration Projections
  • Non-discrimination and Coverage Testing
  • Non-qualified Plans
  • Plan Terminations
  • Accounting for Employee Benefit Plans Under ASC 715 and ASC 960
  • Plan Administration
  • Plan Compliance Content
  • Participant Education
  • Operational Compliance Review

Contact Amy
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One SeaGate
Suite 2050
Toledo, Ohio 43604
Phone: 419.327.4102
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Amy Kennedy

Managing Consultant

Prior to joining the firm in 2010, Amy was a Senior Associate in the retirement practice of a national consulting firm for 15 years. With over 20 years of experience, she has expertise in helping clients manage their financial and compliance strategies with regard to their defined benefit and defined contribution plans. In addition to the routine actuarial work, she works with clients on plan design, governance issues, employee communications, funding policies, and due diligence activities. Amy serves as the day-to-day contact for her clients and conducts meetings with her clients as well as many Boards and Committees. She assists clients by conducting education sessions for their employees on upcoming changes. Her clients range from large public companies to small private companies as well as some government plans and non-for-profit organizations. Amy is a Member of the American Academy of Actuaries and an Enrolled Actuary.

Education

  • University of Michigan, Ann Arbor, MI - BS, Actuarial Services

What's Your Passion?

Staying active! I can be found at the area diamonds, fields, and pitches almost every day of the week watching my kids play or playing myself.

Publications and Presentations

  • Retirement Plans – How Often is a Compliance Check-Up Needed?, Viewpoint, 2013