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Karl has almost 10 years of experience administering and designing defined benefit plans, mostly cash balance plans. He specializes in helping small companies maximize their retirement and tax savings through qualified retirement plans, and currently helps lead a team with over 350 clients.
Karl is a Fellow of the Society of Actuaries, an Enrolled Actuary, and a Member of the Society of Pension Actuaries. He earned his bachelor’s degree in actuarial science from Ball State University.