An Eckler Principal based in Jamaica, Alicia has been with Eckler since 2014 and has more than 16 years of pension consulting experience in both the United States and Jamaica.

She provides consulting services to and manages clients that span all business segments in both the public and private sectors.  Alicia has strong pension expertise focused on all aspects, including defined benefit and defined contribution plans, other post-retirement benefit plans and social security benefits.  She has comprehensive understanding and expertise in financial statement reporting, pension plan design, plan governance, plan mergers and conversions and plan wind-ups.  She also conducts trainings for Plan Administrators, Trustees and Plan Members.

Alicia is a former Trinidad and Tobago National Scholar, and her formal education includes an MBA with Distinction and an undergraduate degree in Actuarial Sciences from the University of the West Indies.  She is a vibrant member in the actuarial and pensions sectors, through her membership in the Caribbean Actuarial Association and her service with the Pensions Industry Association of Jamaica in various capacities.

Areas of Expertise

  • Valuations for pensions and other post-retirement benefit plans
    • Funding, Accounting (GAAP and IFRS), plan terminations, mergers, spin-offs
  • Individual Retirement Counseling and Retirement seminars
  • Benefits administration and compliance
    • Benefit calculations, annual statements and regulatory reporting
  • Training for trustees and administrators
  • Design and establishment of pension plans
  • Presentations – Members, trustees and boards of directors
  • Preparation of pension plan documents
    • Trust Deed, Rules, Members’ Handbook and Statements of investment policies
  • Social Security Benefits
    • Valuation and forecasting – adequacy of benefits and contributions; solvency and sustainability

Professional Qualifications

Professional Qualifications
  • MBA (Banking and Finance) – Distinction – The University of the West Indies
  • Bachelor of Science in Actuarial Sciences – The University of the West Indies
Professional Activities
  • Chairperson – Pensions Industry Association of Jamaica, Public Relations Committee
  • Member – Pension Committee of the Caribbean Actuarial Association
  • Member – Pensions Industry Association of Jamaica, Membership Committee
  • Mentor – Eckler’s Mentorship Programme