Sue A. Feller, MLS
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
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
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
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.
David Yackel, EA
David Yackel heads up the consulting practice for Pension Review Services. He is responsible for defined benefit plan actuarial valuations and is involved in many aspects of the firm’s Pension and Profit Sharing and Non-qualified Retirement Plan activities. Dave reviews plans for legal and technical actuarial compliance and, when necessary, designs new plans to meet clients’ needs, while providing insight into how their plans are performing and what variables will determine performance long-term. Dave’s expert analysis and recommendations allow clients to make intelligent, informed decisions that move them closer to their financial goals.
Prior to joining Pension Review Services, Dave worked at Chernoff Diamond & Co., LLC, where he served as the Chief Consulting Actuary for over 30 years. David also worked at Kwasha Lipton and William M. Mercer, where he provided actuarial and consulting services to a varied group of corporate employers.
Dave is active in the pension community and has presented before various Society of Actuaries groups and meetings.
Dave commented, “At Pension Review Services, I’m able to surround myself with a team of topnotch professionals who keep me inspired and energized—attributes that ultimately benefit my clients as well.”