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Proposal to Provide Actuarial Valuation of GPEB Liabilities <br />For the City of Santa Ana <br />April 17, 2014 <br />Catherine Macleod, FSA, EA, MAAA <br />Director, Health & Benefits Actuarial Services <br />GTC:. <br />Catherine MacLeod joined Bickmore in November 2008. She brings over 30 years of actuarial <br />experience, strong management and consulting in qualified retirement plans and defined benefit plan <br />actuarial services for public, non - profit and private organizations. In her role as Director, Health and <br />Actuarial Services, Cathy is focused on public entity compliance with GASB 43/45 retiree health care plan <br />accounting standards. She is also highly knowledgeable in charitable gift annuity valuations, 401(k) and <br />profit sharing plans. <br />EXPERIENCE <br />Prior to joining Bickmore, Catherine was a consulting actuary with Independent Actuaries, Inc. She was <br />regularly called upon for the design, actuarial valuation and compliance testing for complex qualified <br />plan arrangements for a variety of businesses. <br />From 1990 through 1995, while at Howard Johnson & Company, Cathy was the client manager and lead <br />consultant supporting the retirement programs for several large, publicly traded companies. Her <br />responsibilities included coordinating the actuarial valuations, reporting, compliance and <br />communication of plan benefits to employees. <br />She began her actuarial career with Standard Insurance Company in 1979 and later became Actuary and <br />Retirement Plans Manager prior to leaving the company in 1990. While there, Cathy managed the <br />administrative services teams supporting the insurer's IRAs, 403(b) annuities, life insurance contracts <br />and pension actuarial services for retirement programs utilizing those contracts. <br />EDUCATION <br />Masters, Actuarial Science — Ball State University <br />Bachelor of Science, Actuarial Science — Ball State University <br />PROFESSIONAL AFFILIATIONS <br />Fellow of the Society of Actuaries (FSA) <br />Enrolled Actuary with the U.S. Departments of Labor and Treasury (EA) <br />Member of the American Academy of Actuaries (MAAA) <br />Member of the American Society of Pension Professionals and Actuaries (ASPPA) <br />Western Pension & Benefits Conference — Portland Chapter <br />Bickmore 6 <br />