Adam Berk

Adam Berk

Active Member
Adam Berk

Adam Berk has over 25 years of experience in HR and retirement consulting, including helping companies effectively manage enterprise pension risk, creating market competitive retirement plans, developing phased retirement/workforce planning strategies and advising companies on retirement and broader HR issues in connection with transactions. He has served clients across multiple industries, including energy, chemical, financial, defense contracting, governmental, manufacturing,  technology and transportation industries.

In addition to serving clients, Adam serves as the E&Y Americas U.S. Retirement Service Leader. In this role he oversees E&Y retirement, benefit and actuarial across the United States.

Adam frequently speaks or is published at industry and technical organizations, including:

  • AFP: Evaluating Pension De-Risking Strategies
  • Houston Chronicle:  With oil layoffs likely, it helps to be experienced and tech-savvy
  • EY White Paper: Charting the course: A framework to evaluate pension de-risking strategies
  • Plan Sponsor Magazine and Journal of Compensation and Benefits
  • Moody's Analytics Pension Workshop
  • Rigzone Magazine: The Talent Competition  and Strategic Planning
  • Benefits Magazine : Benefit Plan Risk
  • Other Conferences/Organizations Featured as Speaker: Energy Workforce Development and Recruiting & Retention Conferences, Southern Gas Association Human Resources Executive Roundtable, SouthWest Benefits Association, Conference Board presentations; Research Counsel of Employee Benefits and Corporate Treasurers, International CEBS Society and ASPPA

Adam completed numerous financial management studies for a variety of private and public pension funds with assets ranging from $90 million to $45 billion. Recent studies include developing asset allocation policies, developing hedging strategies, analyzing alternative plan designs and developing funding policies.

Adam provides strategy and actuarial consulting to clients regarding reward design, rate payer reimbursement, workforce management, and overall retirement financial management, including investment, benefit, accounting, funding and regulatory policy.

Adam earned a Bachelor of Arts degree with honors in Mathematics from the University of Texas. He is an Associate of the Society of Actuaries (ASA), and Enrolled Actuary (EA), a Chartered Financial Analyst (CFA), a Member of the American Academy of Actuaries (MAAA), and a member of the Association of Investment Management and Research (AIMR).