Charlie is the chief actuary and founding member of Cash Balance Actuaries, LLC. After working for over 10 years on all types of retirement plans, Charlie decided he could better serve his clients by offering them the most personal service at more reasonable prices. To do that, he founded Cash Balance Actuaries, LLC in 2009 and grew the company from just himself to a firm with 23 employees and over 1,000 clients. Now he is able to offer cutting edge retirement plan designs and personal service to help clients truly understand and appreciate their plans.
Charlie graduated from Drake University with degrees in Actuarial Science and Finance. Since then he has become an enrolled actuary as well as a member of the American Society of Enrolled Actuaries. He currently lives in Excelsior, MN with his wife and 4 kids, and enjoys playing, coaching, and watching basketball and baseball when he isn’t doing actuarial work.
Jamie joined Cash Balance Actuaries in December 2012 and has nearly twenty years of actuarial consulting and administrative experience. He consults on and designs different types of qualified plans, with a special passion for creating optimal plan designs using a combination of defined benefit (including cash balance) and defined contribution plans to accomplish his client's savings objectives.
Jamie graduated from SUNY - Geneseo with a degree in management (finance concentration). Since then, he has earned designations from the Joint Board for the Enrollment of Actuaries, and the American Society of Enrolled Actuaries.
Paul joined Cash Balance Actuaries as Chief Operating Officer in January of 2012. Paul has over 25 years of experience as a retirement plan consultant. His ability to produce high quality, accurate work, combined with his great communication skills made him a perfect addition to the CBA team.
Paul graduated from the University of Minnesota with a degree in Mathematics from the Institute of Technology.
Cedric Rohwedder joins Cash Balance Actuaries with over 25 years of consulting and project management experience. As an actuarial consultant, he assists our clients on all aspects of design, implementation, and administration. He is an Associate of the Society of Actuaries, an Enrolled Actuary, and a member of the American Academy of Actuaries and the American Society of Enrolled Actuaries.
Before joining Cash Balance Actuaries, Cedric was an actuarial consultant for several prominent benefit consulting and financial service firms located in Illinois and California. He also served as a contracted consulting actuary for several companies including Charles Schwab and The Clorox Company.
He has consulted with sole proprietorships to Fortune 500 companies. With that experience and knowledge, Cedric will guide you through the process of developing a short- and long-term retirement benefit strategy that will allow him to design and implement an individually constructed retirement plan tailored to your specific needs.
Cedric holds a Bachelor of Mathematics degree from the University of Minnesota and a Master’s Degree in Applied Mathematics from California State University.
Cash Balance Actuaries is currently seeking great candidates for the position of cash balance plan actuarial associate.
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