Zhang Jay

Areas of Expertise

  • Defined Benefit Administration
  • Actuarial Services
  • Retirement Plan Design
  • Compliance
  • Quality Assurance
  • Plan Knowledge
  • Communications
  • Project Management


Contact Jay
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475 N. Martingale Road
Suite 900
Schaumburg, IL 60173
Phone: 847.592.6645
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Jay Zhang

Senior Consultant

Jay joined the firm in 2013 and has over 8 years of pension administration experience working with Fortune 500 company plans as a benefits analyst, calculation automation specialist, and client service team lead.

In his role as a Senior Consultant, Jay serves as a subject matter expert for defined benefit plans and technical services.  He is a coach, implements new client conversions, and improves internal processes.


  • DePaul University, Chicago, IL - BS, Finance

What's Your Passion?

I would like to know and learn more about life. This is the main reason why I have chosen my profession and stayed in it. The roles all utilize my analytical skills on turning data into information to solve complicated problems. In my free time, I like to travel, read and learn new activities. My recent new skills include golf and skiing.