M. Lina Umali
Business Affiliations 1997-present:
Principal & Consulting Actuary of RTU & Associates, Inc., a firm which specializes in benefits and actuarial consulting and provides the following services, among others:
- Design, implementation and administration of all types of pension plans;
- Evaluation of employee benefit programs for compliance with federal and state statutes;
- Design of employee communication materials;
- Providing expert witness testimonies in personal injury, wrongful death, unreasonable Compensation &
Divorce Cases 1989-1997:
Bass Consultants, Inc. — a firm which specializes in benefits, compensation and actuarial consulting throughout the southwestern United States, where Ms. Umali was Vice President and
Consulting Actuary 1977-1989:
KPMG – an international accounting firm where Ms. Umali was Partner-in-charge of the Houston Office Human Resources Consulting Practice. She had the regional responsibility for pre-issuance reviews of employee benefit related footnote in the financial statements of all.
Audit clients in the southwest region 1976-1977:
Buck Consultants – an international actuarial firm where Ms. Umali was an actuarial assistant responsible for completing various defined benefit plan assignments.
Educational Background:
- Master’s Degree in Actuarial Mathematics from the University of Michigan (Ann Arbor)
- Bachelor’s Degree in Mathematics from the University of the Philippines Professional Affiliations
- Fellow of the Conference of Consulting Actuaries
- Associate of the Society of Actuaries
- Member of College of Pension Actuaries
- Enrolled Actuary licensed to practice before the IRS
- Member of the American Academy of Actuaries
Benefits and Actuarial services offered through RTU & Associates, Inc. M. Lina Umali is not affiliated with Securities America.