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Our Management Team

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Frank P. Rossi, III, MSPA, EA, CPC, ERPA, Vice President and Consulting Actuary

As a Partner in the firm, Frank serves as Vice President and Consulting Actuary. His focus is primarily cash balance and defined benefit plan design and administration but he is always searching for a card game to really put his University of Vermont math and stats majors to good use. He is an Enrolled Actuary who has almost as many kids as he has ASPPA designations. He and his wife Kara live in Bristol with their three children; Bria, Anthony and Nicholas.


Teamwork • Compliance • Trust

You guys are leading a truly awesome customer-oriented service company. If only everyone I dealt with was as confidence-inspriring as you.

James Batten, Miller Memorial Community



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