Experience
A Principal, Josh has been a member of Eckler’s pension practice since 2009, Josh has worked exclusively on trusteed target benefit multi-employer and jointly sponsored pension plans (MEPPs and JSPPs) from different sectors and jurisdictions across Canada. Josh advises several of the firm’s largest clients by consulting on all plan matters including governance, design, funding, administration, sustainability, and risk management. He is passionate about the target benefit plan framework as a sustainable vehicle to help provide retirement income security for all Canadians.
Josh serves as the Chair of both Eckler’s Valuation Committee and Actuaries’ Meetings. He participated in the Canadian Institute of Actuaries’ Canadian Pensioner Mortality Study and prepared industry-leading mortality studies for the construction industry in Canada. He believes Enterprise Risk Management (ERM) is critical to the future of the actuarial profession, and he holds the Chartered Enterprise Risk Analyst (CERA) designation with the CERA Global Association through the Society of Actuaries. Josh is an expert in funding and benefit policy, and he continues to pursue interests in longevity, financial and risk modelling, and developments in plan design and governance around the world.
A graduate of the University of Waterloo, Josh holds an Honours Bachelor of Mathematics degree in Statistics. He is a Fellow of both the Canadian Institute of Actuaries (FCIA) and the Society of Actuaries (FSA).
Areas of Expertise
- Multi-employer pension plans (MEPPs)
- Regulatory compliance
- Governance
- Target benefit plans (TBPs)
- Pension plan administration
- Risk management
- Longevity analytics
- Jointly-sponsored pension plans (JSPPs)
- Modelling and forecast analysis
- Funding and benefit policy
- Defined benefit pension plan actuarial valuation
- Trustee education
- Negotiations and costings
- Pension plan mergers and transfers
- Member education
- Pension plan design
Professional Qualifications
Professional Qualifications
- University of Waterloo – Honours Bachelor of Mathematics, Statistics
- Fellow of the Canadian Institute of Actuaries (FCIA)
- Fellow of the Society of Actuaries (FSA)
- Chartered Enterprise Risk Analyst (CERA)
Personal
In his spare time, Josh enjoys playing with his three kids, reading, music, movies, theatre, and completing home renovations.