Timothy O'Connell

Timothy O'Connell is an Enrolled Actuary with Danziger & Markhoff LLP. Tim has over 20 years of experience consulting with pension clients in both the large corporate plan market as well as with small business owners. He has experience in all phases of the design, implementation and administration of defined benefit plans including Cash Balance plans. Tim also heads up our ESOP Administration practice, advising clients with respect to all aspects of the administration of their ESOP.

As an Enrolled Actuary, Tim consults with clients on the technical aspects of the operation of their plans and the analysis of valuation results. For larger clients, this will typically involve monitoring of the required minimum contributions, maximum deductible limits and the required accounting disclosures under applicable Financial Accounting Standards. Smaller clients will typically focus on the efficiency of the tax implications and the plan design as well as budgeting of contribution requirements. He also has experience with nonqualified Supplemental Executive Retirement Plans (SERPs) and deferred compensation arrangements.

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