Consultants and Actuaries

Michelle (Shelly) Jones is a Consultant in GRS’ Fort Lauderdale, Florida office.  She has more than 10 years of actuarial and investment related experience with employee retirement systems and retiree health programs. 

Shelly has served both public and private sector employee retirement systems.  Her responsibilities include advising clients regarding funding, plan design, and reporting for retirement benefit systems.  She assists clients with GASB 67/68 compliance for defined benefit retirement systems and complying with the new GASB 74/75 requirements for their OPEB plans.  She has also performed audits for large governmental retirement systems.  For private sector plans, she provides actuarial valuations under PPA, IRS reporting forms, PBGC filings and accounting disclosures (ASC 715-30 and ASC 715-60).

Her work also consists of cost analyses for proposed plan changes, experience studies, cash flow projections, retiree health claims calculations, and investment return assumption analysis.  Shelly has extensive knowledge related to projecting economic assumptions using stochastic and deterministic modeling.

Professional Designations

• Associate, Society of Actuaries
• Enrolled Actuary, ERISA
• Fellow, Conference of Consulting Actuaries
• Member, American Academy of Actuaries
• Charterholder, CFA Institute

Education

Bachelor of Arts, Actuarial Science, University of Connecticut