Actuary

Aileen T. Palazzo is Director of Pension Administration for Danziger & Markhoff LLP. She consults with clients who are establishing pension plans for themselves and their employees to assist them in structuring the most appropriate plan, given their business, financial and tax objectives. She is an Enrolled Actuary and has extensive experience in designing and administering defined contribution plans and defined benefit plans. Once plans have been established, Aileen collaborates with Danziger & Markhoff LLP's plan administrators and attorneys to administer the plans and ensure compliance with a broad range of legal requirements.

She handles the full range of administrative aspects of pension, profit-sharing and 401K plans for closely held businesses, mid-size corporations and professional practices. This includes plan valuation, reporting, contribution calculations, eligibility requirements, IRS and Department of Labor filings, participant termination, and compliance with all government regulations.

As an Enrolled Actuary certified by the Joint Board for Enrollment of Actuaries (IRS and Department of Labor), Aileen performs plan actuarial services required under the law including annual certifications of minimum funding requirements, annual pension premium calculations, and certifications of sufficiency at plan termination. She works closely with the firm's pension staff to maximize the tax and financial benefits of retirement plans.