Clarity Associates

Name	Title/ Credential	Experience
Stacey B. Levine	CEO and President	As CEO of Clarity, Stacey consults with employers to help them manage their total compensation and benefits programs including: retirement, healthcare, and executive nonqualified plans. Presented to over 50 groups of clients, CPAs, governments, and other organizations nationally, most notably a live televised webcast filmed in a studio with a member of the Governmental Accounting Standards Board (GASB). Managed the actuarial team as the Director of Actuarial Operations for one of the leading national consulting and accounting firms prior to forming Clarity in Numbers, LLC. Served as a senior actuarial manager with a major benefits consulting firm in Chicago, IL. Graduated Summa Cum Laude with highest distinction in actuarial science; University of Illinois (Champaign).
Stacey B. Levine	FSA, EA, MAAA
Jeff Van Wagner	Consulting Actuary	With 20 years of experience, Jeff consults with employers to help manage on more than 20 pension, OPEB, and nonqualified retirement programs. Provides actuarial valuation and consulting services across many industries including: not-for-profit, government, tax-exempt, multiple-employer, and publicly-traded companies. Upholds highest level of technical knowledge related to funding for pension plans and financial statement accounting for qualified and nonqualified pensions under Financial Accounting Standards Board (FASB) No. 87, No. 88, No. 132, No. 158 (FASB 87, FASB 88, FASB 132, FASB 158, GASB 25, and GASB 27), International Accounting Standards No. 19 (IAS 19); financial statement accounting for qualified and nonqualified OPEBs under FASB 106, SOP 01-2, FASB 158, GASB 43, and GASB 45.
Jeff Van Wagner	FSA, EA, MAAA
Chad A. Keuneke	Consulting Actuary	Chad consults with employers to help them manage their total retirement program including pension and Other Post-Employment Benefits (“OPEBs”). Provides actuarial valuation and consulting services across many industries including: not-for-profit, government, tax-exempt, multiple-employer, and publicly-traded companies. Upholds highest level of technical knowledge related to funding for pension plans and financial statement accounting for qualified and nonqualified pensions under Financial Accounting Standards Board (FASB) No. 87, No. 88, No. 132, No. 158 (FASB 87, FASB 88, FASB 132, FASB 158, GASB 25, and GASB 27), International Accounting Standards No. 19 (IAS 19); financial statement accounting for qualified and nonqualified OPEBs under FASB 106, SOP 01-2, FASB 158, GASB 43, and GASB 45. Strategizes with organizations to design, redesign and implement new retirement (including pension and retiree medical) and nonqualified Supplemental Executive Retirement Programs (SERPs), and IRC section 457 plans. Led actuarial and administration engagements for small to mid-size clients at a major benefits consulting firm.
Chad A. Keuneke	FSA, EA, MAAA
Alex Kuhel	Consulting Actuary	With 15 years of experience, Alex helps employers derive optimal retirement plan solutions for their organizations Provides actuarial valuation and consulting services for clients of all sizes, from sole proprietorships to multi-national corporations with thousands of employees. Specializes in designing retirement programs for business owners. He coordinates with their CPAs, brokers, attorneys and existing plan administrators to meet deadlines. Managed approximately 150 closely-held businesses and law firms and was a multi-national firm?s solution for groups of approximately 3-50 participants. He also has controlled operations for a Third Party Administrator (TPA)/401(k) administrator in Arizona.
Alex Kuhel	ASA, EA, MSPA
Anna M. Mitchell	Consulting Actuary	Anna communicates results for pension and retiree medical plans in a manner that Clarity clients can understand. Brings both accounting and actuarial perspectives to Clarity's clients with close to 20 years of experience at two other major benefits consulting firms. Served as lead consultant and set peer review procedures for the majority of the retirement clients for a national consulting and accounting firm. Graduated with double majors B.S. Finance-Insurance and B.S. Accountancy.
Anna M. Mitchell	CPA, EA, MAAA
Lindsey D. Buckle	Senior Actuarial Analyst	Lindsey facilitates discussions between client human resources and financial departments to make the valuation process smooth and efficient. Focuses on retirement and OPEB actuarial valuations, government forms, benefit calculations, benefit statements, experience studies to set assumptions, and financial forecasts to project future results. Worked as an integral part of Stacey's team for the national consulting and accounting firm prior to joining Clarity. Spent approximately 12 years at three other major benefits consulting firms.