Representative Publications
The Handbook of Employee Benefits: Design, Funding and Administration. 6th McGraw-Hill Professional Publishing, 2005.
(with G.V. Hallman)
Personal Financial Planning. 7th ed. McGraw-Hill, Inc., 2009.
(with E.T. Allen, Jr., J.J. Melone, and J.L. VanDerhei)
Retirement Planning. 10th ed. McGraw-Hill Irwin, 2008.
Education
PhD, University of Pennsylvania, 1965; MA, University of Pennsylvania, 1964; BS, Temple University, 1961
Recent Consulting
Employee benefits, risk management, insurance company strategic planning, pension planning, health care and international risk management and employee benefit planning
Career and Recent Professional Awards; Teaching Awards
Pension World Employee Benefits Award of the Year, 1982; Graduate Division Excellence in Teaching Award, 1982-84, 1986-87, 1991; Wharton Undergraduate Teaching Award, 1990-91
Academic Positions Held
Wharton: 1974-present (named Frederick H. Ecker Professor of Life Insurance, 1990; Chairperson, Insurance and Risk Management Department, 1989-94; Academic Director, Pension Research Council, 1990-93; Senior Fellow, Leonard Davis Institute of Health Economics, 1985-present; Senior Fellow, Financial Institutions Center, 1996-present; Academic Director, Certified Employee Benefit Specialist Program, 1976-present; Executive Director, S.S. Huebner Foundation for Insurance Education, 1974-78). Previous appointments: Temple University; Dean, American College of Life Underwriters
Other Positions
Research Director, McCahan Foundation for Basic Research in Security, Insurance and Risk, 1969-70; Acting Research Director, McCahan Foundation for Basic Research in Security, Insurance and Risk, 1968-69
Corporate and Public Sector Leadership 2005-2009
Board of Directors, Harleysville Insurance Group, 1995-present; Board of Trustees, American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America, 1992-present;Board of Trustees Century Mutual Funds, 1998-present
