Hooker & Holcombe
Jonathan Plumb is an experienced actuarial analyst currently employed at Hooker & Holcombe, Inc. since June 2013, where responsibilities include performing corporate and municipal actuarial valuations for pension plans, utilizing actuarial software, calculating benefits for participants, and completing various government filings. Prior to this role, Jonathan worked as a cashier/service clerk at Big Y Foods from January 2008 to June 2013, demonstrating strong customer service skills and effective cash management. Additionally, Jonathan gained experience as an office worker in the Department of Residential Life at the University of Connecticut from September 2009 to April 2012, providing assistance to residents and organizing office functions. Jonathan holds a Bachelor of Science in Actuarial Science from the University of Connecticut, earned in 2013.
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Hooker & Holcombe
**Hooker & Holcombe has been acquired by USI Consulting Group, a national industry-leading, full-service retirement plan consulting and benefits administration firm.** Since 1956, our business philosophy has been based on understanding our clients’ vision and delivering the strategic solutions needed to help them identify, achieve and exceed their retirement plan goals. Today, this philosophy lives on through teams of experienced consultants and analysts dedicated to providing exceptional actuarial, investment advisory, administrative and compliance services for employer-sponsored pension, OPEB, 401(k), 403(b), 401(a) and 457 plans. Through collaboration, these teams bring expertise, technology and innovation that assists clients with realizing superior retirement plan outcomes. Supporting participants’ desire to better understand their retirement options is key to a well-rounded retirement benefit. Our education specialist works with plan sponsors to identify participants’ wants and needs in order to customize effective and affordable financial wellness programs. Our enduring philosophy, consultative approach and reliance on best practices has helped guide hundreds of clients on the path to successful results. Shouldn’t you be one of them?