Our Team
Pamela R. Ey, ERPA
Manager of Compliance Services
Ms. Ey assumed the role of Manager of Compliance Services at Pension
Review Services in 1996. Pam provides the technical support for the
pension administrators and researches client questions. Ms. Ey drafts,
for counsel, plan documents and amendments, Summary Plan Descriptions
and Summaries of Material Modification and other participant
communications. She prepares the material needed and interfaces with
the IRS in order to obtain Favorable Determination Letters.
Review of documentation for compliance is among Ms. Ey’s
responsibilities. Her knowledge of the correction programs guides our
clients if failures are discovered to resolve such issues in an
efficient manner. Prior to filling this position, Pam had over 11 years of experience providing actuarial and administrative services for
defined benefit and defined contribution plans, 10 of which were with
a preeminent national consulting firm in New York City. During that
time, she passed three of the actuarial exams. This background
enables her to bring a unique administrator's perspective to the
compliance area.
Ms. Ey is a Member of the American Society of Pension Professionals
& Actuaries (ASPPA). She is a graduate of the State University of
New York at Binghamton, Harpur College, with a major in mathematics
and a concentration in business management.
Sue A. Feller, MLS
President
Ms. Feller is the President of Pension Review Services, which she
and her husband, Ben, purchased in 1994. She graduated from Hofstra
University magna cum laude with a Liberal Arts degree and worked in the
home office of a major New York City life insurance company in various
positions of increasing responsibility. She returned to school to
earn a Master’s degree in Library Science and before assuming
responsibilities at PRS was on the faculty of the Hofstra University
Library, specializing in the electronic utilization of serial
publications.
John Garigliano, ASA, EA
Consulting Actuary
Mr. Garigliano is the Consulting Actuary at Pension Review Services and is responsible for all aspects of the firm's actuarial activities, including the design of qualified defined benefit and cash balance pension plans. He has an interesting and varied background including a nine-year stint as an options trader and owner of a seat on the American Stock Exchange. He has extensive knowledge in pension law and is an excellent communicator of actuarial concepts and solutions. Mr. Garigliano is an Enrolled Actuary, an Associate of the Society of Actuaries, and a Member of the American Academy of Actuaries. He graduated from Brooklyn College with a Bachelor of Science degree in Mathematics and a Minor in Economics.
Michael Rosenbloom, MSM
Manager of Administrative Services
Mr. Rosenbloom is Manager of Administrative Services at Pension
Review Services and provides administrative services for defined
contribution plans. He schedules the work flow in his department and
supervises the work generated by the staff administrators. Mike has
filled this capacity since 1995. In addition to Mike’s managerial
functions, he oversees the takeover of new plans and the transition from
traditional balance-forward plans to daily-valued plans. He also
plays an important role in the firm in designing defined contribution
plans for both new and existing clients.
Prior to joining Pension Review Services he managed the operations
of the Retirement Plan Group of a firm specializing in benefits for
small businesses. Mike worked for six years at that firm, first as an
administrator of defined contribution plans and then as manager of
administrative work.
Mike also worked for ten years in banking at the world headquarters
of a major international bank. Mike negotiated with high net worth
clients on loans, time deposits, commissions and exchange rate
benefits. He also authored articles in the bank’s internal
publications, analyzing events in the world currency markets and
updating investment counselors throughout the bank’s network of
branches.
Michael has passed five Society of Actuaries exams and has a Master
of Science in Management from Boston University, graduating number one
in his class. Michael also received a Bachelor of Arts Degree from Stony Brook University with a major in linguistics.
Kimberly Schutte, MBA, RPA
Manager of Defined Benefit Services
Ms. Schutte is Manager of Defined Benefit Services at Pension Review
Services and provides administrative services for defined benefit
plans. She coordinates the services provided to all of the defined
benefit plans (both traditional and hybrid) and supervises the work
prepared by the administrators. Prior to taking this position in 2003,
she worked as an administrator for 6 years. She plays an important
role in the firm in preparing required non-discrimination testing for
combined defined benefit and defined contributions plans for both new
and existing clients.
Prior to joining Pension Review Services, she worked as an actuarial
administrator for a prominent national benefits consulting firm in
New York City. She worked on the defined benefit plans for several
mid-size companies.
Most recently, Kim has obtained the Cash Balance Consultant
designation to accompany her Retirement Plans Associate designation.
She has passed one of the Society of Actuaries exams, several of the
exams for a Certified Financial Planner designation and several of the
exams for a Certified Employee Benefit Specialist designation. She has
a Masters of Business Administration in Finance from Hofstra
University and a Bachelors of Science in Mathematics from Clarkson
University.
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