Experience

A Principal of the firm, Mary Kate specializes in defined benefit (DB) actuarial consulting in the areas of pension valuation and pension risk management. Her clients include multi-employer, large public sector, and single-employer pension plans. Mary Kate is an expert in financial modelling and the development and delivery of real-time and other stochastic pension projection models.

Mary Kate is a qualified actuary (FSA, FCIA) and a CFA Charterholder with over 17 years of consulting experience. She joined Eckler in 2002.

Throughout her career, Mary Kate has advised corporations, boards of directors, and boards of trustees on pension matters including all aspects of valuation, risk management and risk transfer, design, funding and administration of pension programs.

Areas of Expertise

  • Asset allocation
  • Asset-liability modelling
  • Defined benefit pension administration
  • Defined benefit pension plan design and redesign
  • Defined benefit pension plan valuation
  • Financial risk management and annuity purchase
  • Liability hedging
  • Multi-employer pension plans
  • Real-time modelling
  • Stochastic modelling
  • Trusteed plans

Professional Qualifications

Professional Qualifications
  • Bachelor of Science, double major in Mathematics and Computer Science, Acadia University
  • Fellow of the Canadian Institute of Actuaries (FCIA)
  • Fellow of the Society of Actuaries (FSA)
  • CFA Charterholder
Professional Activities
  • Serves as a member of the CIA Committee on Pension Plan Financial Reporting (PPFRC)

Thought Leadership

Eckler report: 2022 pension risk transfer market has record year
Benefits and Pensions Monitor – August 2023

Single Employer Target Benefit Plans: Issues for Consideration
Co-authored article in the April 2019 issue of The Retirement Forum – a publication of the Retirement Section of the Society of Actuaries

Eckler News and Insights

Another record-breaking year in the Canadian pension risk transfer market

2022 was another record-breaking year in the Canadian PRT market. Several insurers experienced notable growth in market share and the PRT landscape continued to evolve ...
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Enhanced Protection for Member Annuities

The protection of member pension benefits is vital to both plan sponsors and regulators when exploring risk transfer from a defined benefit pension plan through ...
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Mitigating risk to pension plan members and sponsors during an annuity purchase

The protection of member pension benefits is vital to both plan sponsors and regulators when exploring risk transfer from a defined benefit pension plan through ...
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Why data work matters

As the old saying goes, the best preparation for tomorrow is doing your best today. That’s especially true when it comes to annuity purchases. We ...
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Pension de-risking in the current market

PRT Insights - June 2022 With inflation at levels not seen since 1991, three interest rate hikes from the Bank of Canada during the first ...
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Newfoundland and Labrador Introduces Amendments to funding for Multi-Employer Pension Plans

Special Notice - August 5, 2021 Changes eliminate onerous solvency funding requirement and set an appropriate level of minimum funding requirements, providing boards of trustees ...
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