Helping Employees Retire While Managing Fiduciary Risk

Dave Stablein is a Senior Director, Head of WTW’s California and Southwest Retirement Business and a Defined Contribution Strategist. He has over 20 years of experience in retirement and investment consulting with WTW. Dave assists clients with all aspects of retirement plan management, including design, financing, investments, administration and compliance. He regularly works with all plan types, including qualified and nonqualified savings, pension and other postemployment benefit plans. Dave’s other key experience includes: n Serving as lead retirement consultant for large organizations across industries including health care, utilities, entertainment, insurance, defense contracting, chemicals and natural resources n Assisting in the development of retirement plan design and implementation, from the initial development phase through ultimate presentation to senior executives n Helping companies establish retirement plan investment and funding strategies that are consistent with their business objectives n Plan governance and compliance consulting n Consulting with clients on merger and spin-off activities, including due diligence review, pre-close planning and post-close implementation Dave holds a B.A. with honors in mathematics and mathematical economic analysis from Rice University. He is a Fellow of the Society of Actuaries and an enrolled actuary under ERISA.

Jay has worked for WTW for over 20 years. He began as an actuarial analyst, and has progressed to the level of Director, Retirement. He focuses on several different industries, including healthcare, automotive and public utilities. Jay also has significant experience partnering with WTW’s investment colleagues to ensure we can collaborate effectively and provide the optimal service to our clients. Our partnership has ensured that we focus on our client’s specific goals and are able to help them achieve them. Jay has worked in the Hawaii market since 2017. He has worked with several companies on a variety of projects, including: • Annual plan valuations for both funding and accounting • Pension administration for qualified and nonqualified plans • Cost forecasting • Plan design analysis • Rate case testimony and support Jay completed his undergraduate degree in mathematics from Cornell University in 2002. He completed his graduate degree in applied operations research from Cornell University in 2003. He is a fellow of the society of actuaries and an enrolled actuary with the Internal Revenue Service.