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