LEADERSHIP

 

 

  • "The more we practice, the luckier we get."
  • - Darrel K. Royal

Mickey McDaniel
Principal and Founder / FSA, EA, MAAA

Mickey McDaniel is a Principal and Founder of Retirement Horizons, with overall responsibility for business strategy and practice management. Mickey is well qualified to lead the Firm with over 30 years of retirement consulting experience covering the full range of services offered by RHI, along with a track record of success in business development and client relationship management. His experience in the actuarial and benefits consulting field includes:

 

  • Retirement plan design across the full spectrum of programs including defined benefit and defined contribution plans, traditional and hybrid plans, qualified and nonqualified plans as well as post retirement health and welfare plans.
  • Implementation of retirement programs including preparation of plan documents for legal counsel review, IRS filings and other compliance support, employee communications and overall project management.
  • Ongoing plan administration including defined contribution recordkeeping, defined benefit plan calculations and personalized retirement plan statements.
  • Comprehensive actuarial valuation services to determine funding requirements and financial accounting disclosures.

 

Prior to founding Retirement Horizons, Mickey was Director-In-Charge of the Human Resource Advisory consulting practice of Coopers & Lybrand L.L.P. in Houston, Texas. He held a similar position as a Principal at William M. Mercer managing the office in Tulsa, Oklahoma. Mickey has also served as a consulting actuary at Hewitt Associates and Towers Perrin.

Mickey is a Fellow of the Society of Actuaries and an Enrolled Actuary. He is also a member of the American Academy of Actuaries and the Pension Section of the Society of Actuaries. He graduated with high honors from the University of Texas at Austin with a Bachelor of Business Administration degree in Actuarial Science in May of 1979.