Responsive, Flexible, Respectful

 

 

Clarity experience reflects all major global actuarial, accounting, investment management, and insurance firms including:
Aon Hewitt, Towers Watson, Mercer, Pricewaterhouse Coopers, McGladrey, Gabriel, Roeder, Smith, Fidelity Investments

 

Name Title/Credential Experience Bio/Email/Vcard/Linkedin
Stacey
B
Levine
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).

Clarity Headquarters/Chicago, IL

 

 
 
 
Lynne
Pasi

 

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.
 

Clarity Columbus Office

see
Defined Benefits

OPEB

 

 
 
 
 
Dmitriy
Sherman

 

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.

Clarity Atlanta Office

see
Defined Benefits

OPEB

 
 
 
Denise Stephenson

 

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.
 

Clarity Columbus Office

see
Defined Benefits

OPEB

 
 
 
Shobit
Kishore

 

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.
 

Clarity Chicago, IL Office

see

Cash Balance

 
 
 
Andrew
Taggart
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.
 

Clarity Chicago, IL Office

see

Plan Administration