Victor Harte

Experience

Victor’s clients have included not-for-profit organizations, public entities, Taft-Hartley funds, law firms, and corporations.

His areas of expertise include defined benefit plan funding issues, funding improvement and rehabilitation plans, expense requirements, plan redesign, and nondiscrimination testing. He also has experience with defined contribution plans, nonqualified plans, and health and welfare plans.

Victor has experience with issues relating to defined benefit plans under the requirements of ERISA and the Pension Protection Act of 2006 (PPA). His experience includes assumption studies, withdrawal liability calculations, asset-liability forecasts, benefit improvement studies, early retirement window programs, plan mergers, compliance with nondiscrimination regulations, and funding policy development.

Publications and Presentations

Victor has spoken at conferences including the International Foundation of Employee Benefit Plans Annual Conference, Enrolled Actuaries Meeting, the American Society of Pension Actuaries, the Actuarial Society of New York, and the New York State Association School of Business Officials. He has authored articles printed in various industry publications.

Publications

Article

• Multiemployer pension plan redesign
• 30 August 2016 - By Victor Harte
• Milliman helps a multiemployer pension fund by shifting to a Milliman Sustainable Income PlanTM (SIP).

Article

• Multiemployer Review: Tools for plans in critical and declining status
• 12 February 2015 - By Robert Behar, Victor Harte, Nina Lantz
• The Multiemployer Pension Reform Act of 2014 has made significant changes to the rules that apply to multiemployer pension plans.

Article

• Multiemployer Review: Multiemployer Pension Reform Act of 2014
• 02 February 2015 - By Robert Behar, Victor Harte, Nina Lantz
• A summary of the provisions in the Multiemployer Pension Reform Act of 2014.

Professional Designations

• Enrolled Actuary, ERISA
• Member, American Academy of Actuaries
• Member, American Academy of Actuaries – Multiemployer Plans Committee
• International Foundation of Employee Benefit Plans – Professionals Committee

Education

• BS, Actuarial Science, The College of Insurance, New York