Jerry S. Rosenbloom Faculty Profile

Jerry S. Rosenbloom
Frederick H. Ecker Professor Emeritus of Insurance and Risk Management
Academic Director, Certified Employee Benefit Specialist (CEBS) Program

PhD, University of Pennsylvania, 1965; MA, University of Pennsylvania, 1964; BS, Temple University, 1961

Research Areas
Employee benefits; financial planning; financial services industry; risk and risk management; international risk and risk management; international employee benefits

Recent Consulting
Employee benefits, risk management, insurance company strategic planning, pension planning, health care and international risk management and employees benefit planning

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

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

Professional Leadership 2005-2009
Editor, Dow Jones-Irwin Series on Financial Planning and Insurance, 1981-present

Corporate and Public Sector Leadership 2005-2009
Board of Directors, Harleysville Insurance Group, 1995-present; Board of Directors, Mutual Risk Management, 1991-present; Board of Trustees, American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America, 1992-present; Chairman, Global Capital Reinsurance Company, 1996-present; Board of Governors, International Insurance Seminars, 1976-present

Representative Publications
The Handbook of Employee Benefits: Design, Funding and Administration. 4th ed. Irwin Professional Publishing, 1996.

(with G.V. Hallman)
Personal Financial Planning. 5th ed. McGraw-Hill, Inc., 1993.

(with E.T. Allen, Jr., J.J. Melone, and J.L. VanDerhei)
Pension Planning. 8th ed. McGraw-Hill Irwin, 1997.