Management Team

Schloss & Co, LLC

Management Team

Susan L. Feit, Vice President & Consulting Actuary

• Enrolled Actuary (EA), Fellow Conference of Actuaries (FCA), Member of American Academy of Actuaries (MAAA), and Member of the American Society of Pension Professionals &

Actuaries (MSPA)

• Over 30 years experience

• Over 15 years with Schloss & Co.

• E-mail: Sfeit@Schlossco.com

• Direct#: 516-414-8630

• Fax#: 516-876-9271

Ms. Feit has been practicing in the field of employee retirement plans for over 30 years

specializing in the design and implementation of various types of retirement programs, such as traditional Defined Benefit, Cash Balance, Cross-tested Profit Sharing and Safe Harbor 401(k) Plans. Provides consulting to auditors on FASB reporting, and has extensive experience with plan mergers/spinoffs. Consulting Actuary to over 400 plans at Schloss & Co, LLC. Member of various professional organizations, and attendance at educational and professional seminars on a regular

basis.

Eileen F. Greenspan, Vice President

• Qualified 401(k) Administrator (QKA)

• Over 30 years of experience

• 10 years with Schloss & Co.

• Email: Egreenspan@Schlossco.com

• Direct#: 516-414-8316

• Fax#: 516-876-9271

Ms. Greenspan has almost 30 years of experience working with retirement plans. Previously she served as Senior Vice President, Director of Retirement Plan Services for a local employee benefits consulting firm and Manager, New York Office for a regional employee benefits

consulting firm. At both firms, she was responsible for the management of client service as well

as product development.

In addition, Greenspan began her career in Corporate Benefits for Revlon, Inc. and Lehman Brothers. Ms. Greenspan is well versed in ERISA and the Internal Revenue Code and has attained the Qualified 401(K) Administrator (QKA) designation from the American Society of Pension Professionals & Actuaries.

Theresa Greco, Vice President

• 25 years experience with Schloss & Co.

• Defined Contribution expertise specializing in 401k Compliance and Administration

• Email: Tgreco@Schlossco.com

• Direct#: 516-414-8581

• Fax#: 516-876-9271

Ms. Greco has (25) years of service with Schloss & Co. Experience in many phases of employee

retirement benefit programs, including plan design, implementation and administration of 401(k) plans, new comparability profit sharing plans, employee stock ownership plans and money

purchase plans. Clients consist of public, private, collectively bargained and non-profit businesses.

Actuarial & Benefits Consulting

William E. Buckheit, Senior Vice President & Consulting Actuary

• Enrolled Actuary, Fellow Conference of Actuaries (FCA), Member of American Academy of Actuaries (MAAA)

• Over 30 years experience

• 25+ years with Schloss & Co.

• E-mail: Wbuckheit@Schlossco.com

• Direct#: 516-414-8330

• Fax#: 516-876-9271

Mr. Buckheit has over thirty (30) years experience in all phases of employee retirement benefit programs, including design, implementation and administration of defined benefit/cash balance, cross-tested profit sharing/401(k), employee stock ownership and Davis-Bacon prevailing wage plans. Clients cover public, private, collectively bargained and non-profit sectors. Senior consultant to plans ranging in size up to five thousand (5,000) lives.

Development and analysis of retirement plan strategies to:

• Provide adequate retirement income to retirees, spouses and beneficiary(ies).

• Optimize use of available contributions to maximize benefits to targeted segment(s) of

employees.

• Leverage use of available plan design features to satisfy all applicable compliance

requirements.

• Featured speaker at seminars for Certified Public Accountants (CPE credit).

• Registered Investment Advisers and Brokers on current retirement plan issues, new statutory requirements and planning options.

Lisa Jones, ESQ, Director of Compliance & Consulting

• Qualified Pension Administrator (QPA)

• Certified Pension Consultant (CPC) designations from the American Society of Pension

Professionals & Actuaries.

• 4 years experience with Schloss & Co.

• 25 years of experience working in the retirement plan area.

• Email: ljones@Schlossco.com

• Direct# 516-414-8338

Ms. Jones has over 20 years of experience working in the retirement plan area. Previously, she served as Senior Manager of Consulting and Compliance for Plante & Moran, Director of Compliance at CNA Trust and as team leader of the Midwest ERISA plan specialists at Scudder Kemper Investments, all located in Chicago. At all firms, she was responsible for client service, technical support and compliance related training regarding ERISA and the Internal Revenue Code for clients, the company’s sales force, client relationship managers, and others in her department and externally.

A member of the Illinois bar, Jones earned her law degree at Chicago Kent College of Law and a

bachelor’s degree in marketing from the University of Illinois at Chicago. She has attained the Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC) designations from the American Society of Pension Professionals & Actuaries.