Name |
Title/Credential |
Experience |
Bio/Email/Vcard/Linkedin |
Stacey B Levine
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CEO and President |
As CEO of Clarity, Stacey consults with employers to help them manage their total compensation and benefits programs: retirement, healthcare, and executive nonqualified plans.
- Presented to 1,000s of groups of clients, CPAs, governments, and other organizations nationally, most notably a CBS interview for CEOs and live televised webcasts 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 global 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).
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Clarity Headquarters/Chicago, IL
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Lynne Pasi
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Employee Benefits Practice Leader FSA, EA, MAAA |
With close to 25 years of experience, Lynne consults with employers to help them manage their benefit programs including retirement and executive nonqualified plans.
- Provides senior level actuarial perspectives to Clarity’s clients with over 25 years of experience at one major global benefits consulting firm.
- Specializes in funding, accounting, plan design, plan administration, mergers and acquisitions.
- Brings actuarial experience with global and Fortune 1000 companies.
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Clarity Columbus Office
see Defined Benefits
OPEB
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Dmitriy Sherman
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Employee Benefits Consulting Actuary ASA |
With almost 15 years of experience, Dmitriy ensures that all consultants are attentive to each client. He provides Clarity in meeting all individual needs and expectations.
- Brings both actuarial and accounting financial perspectives to Clarity’s clients with experience with global benefits consulting, global accounting and boutique actuarial and administration firms.
- Leads pension, healthcare and retiree medical client teams by setting objectives, setting deadlines, managing budgets, and integrating new team members.
- Collaborates with clients on special projects including plan design, mergers/acquisitions, spin-offs, early retirement windows, and provides expertise with Clarity’s plan freeze and termination efficient processes.
- Served as sole OPEB Valuation Expert and performed all OPEB programming in the most sophisticated actuarial software, Proval, at former global accounting firm.
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Denise Stephenson
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Consulting Actuary EA, MAAA |
Denise consults with employers to help them manage their benefit programs including retirement and executive nonqualified plans.
- Provides actuarial perspectives to Clarity’s clients with experience at a major global actuarial benefits consulting firm and 1 of the largest investment management firms.
- Specializes in funding, accounting, plan design, plan administration, mergers and acquisitions.
- Brings actuarial experience with global and Fortune 1000 companies.
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Shobit Kishore
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National Cash Balance Sales |
Shobit consults with employers to help them manage their benefit programs including retirement and executive nonqualified plans.
- Prepares and presents free illustrations for your clients and presents to financial advisors, TPAs, 401k administrators, CPAs, attorneys and brokers.
- Uses state-of-the-art proprietary technology never seen before in the industry.
- Shobit started is career at Clarity as an Actuarial Intern.
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Andrew Taggart
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Plan Administrator Pension and OPEB Actuary |
Andrew consults with employers to help them remove the risk of managing pension and other benefits internally by using Clarity’s partial or full outsourcing approaches. He serves as a leader in the Call Center/Benefit Administration.
- Manages all functionalities of the call center full or partial outsourcing including, Healthcare; dependent audits; open enrollment; Defined contribution, Defined Benefit (DB) pension benefit calculations; QDROs; processing paperwork; handling communications with participants.
- Coordinates with record-keepers, trustees, and HR. Special or one-time projects: lump sum (terminated vested) cash-outs; early retirement window (ERW), large special mailings, death audits, and address searches.
- Andrew started his career at Clarity as an Actuarial Intern.
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