Joel Wehner

Principal and Consulting Actuary, Milliman

Texas, US

Email Joel Wehner
+1 713 6588451

Principal and Consulting Actuary, Milliman

An accomplished actuary with a retirement consultancy specialism.

Joel is a principal and consulting actuary in Milliman’s southern employee benefits practice (SEB). As leader of the region’s retirement practice, he heads the efforts to expand Milliman’s share of the area’s retirement consulting and administration marketplace. He also leads the efforts to expand the SEB health and group benefits consulting practice in the employer market.

Having worked in the field since 1980, Joel’s expertise is in retirement consulting. His work with clients focusses on the design, implementation and ongoing administration of a broad range of qualified and non-qualified retirement programmes and retiree medical plans.

Joel’s extensive experience includes: actuarial valuations for defined benefit plans; cost projections to evaluate future business conditions and their effect on benefit programmes; retirement and financial planning seminars; assisting employers in developing plan design strategies; extensive merger and acquisition analyses; and reviewing plan administration and outsourcing alternatives.

Before joining Milliman in 2003, Joel was a consulting actuary and practice leader for Buck Consultants in Houston for 13 years, and ten years with William M. Mercer as a consulting actuary and practice leader prior to that.

Joel is also an accomplished speaker, presenting at professional conferences, seminars and corporate meetings nationwide.