Richard J. Bottelli Jr.

EA, MAAA

Principal, Consulting Actuary

New York, NY, US

Dick Bottelli is a principal of Milliman and manages the firm’s New York pension actuarial practice. He joined the firm in 1999.

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Experience

Dick has more than 30 years of experience providing independent professional advice for all types of retirement, postretirement medical/life, and executive compensation programs. In addition to managing the New York pension actuarial practice, he serves as relationship manager and consulting actuary on employee benefit programs to corporations and not-for-profit organizations. Dick has expertise in U.S. and international accounting standards, plan design, legal and technical requirements, funding alternatives, plan terminations, actuarial analysis, and retirement planning and taxation.

Dick serves on Milliman’s Investment and Retirement Committee and chairs the firm’s Research Oversight Group. He also serves on the Pension Committee of the New York State Society of Certified Public Accountants and served on the previous Pension Accounting Committee of the American Academy of Actuaries.

Publications and Presentations

Dick is a published author and frequent speaker on issues relating to cash balance plans. He speaks on a variety of other topics, including pension risk management, emerging pension legislation, corporate retirement plan trends, FAS accounting standards and accounting fundamentals, controlled groups and nondiscrimination testing, early retirement window programs, and executive benefits through qualified retirement plans.

Professional Designations

Enrolled Actuary certified by the Joint Board of the U.S. Departments of Labor and Treasury
Member, American Academy of Actuaries
Associate Member, New York State Society of Certified Public Accountants

Education

BA (cum laude), University of Virginia
MBA (honors), Rutgers Graduate School of Management

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Publications

Read their latest work

Article

2023 Corporate Pension Funding Study

20 April 2023 - by Zorast Wadia, Alan Perry, Richard J. Bottelli Jr.

Milliman's annual Corporate Pension Funding Study dives into details of the top 100 plans, whose funded ratio increased to 99.3% in 2022, up 300 basis points.

Article

The ultimate custom-designed solution for managing pension risk

30 September 2021 - by Zorast Wadia, Richard J. Bottelli Jr.

By embracing the flexibility and customization options that come with hybrid plans, employers can create retirement incentives that meet their specific financial and human resources goals.

Richard J. Bottelli Jr.

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Experience

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Read their latest work

2023 Corporate Pension Funding Study

The ultimate custom-designed solution for managing pension risk

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Richard J. Bottelli Jr.

Experience

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