PwC provides industry focused assurance, advisory and tax services for public, private and government clients in four areas:
- Corporate accountability
- Risk management
- Structuring and mergers and acquisitions
- Performance and process improvement
With a network of over 223,000 people in 157 countries, we work to provide clients with the best of our collective thinking, experience and solutions to build public trust and enhance value for our clients and their stakeholders.
Over the last half century, Hawkins Parnell Thackston & Young LLP has grown to include more than 150 lawyers in 10 offices across the country. The team represents many of America’s largest corporations, small local businesses, and individuals in complex litigation and transactions. As national leaders in their fields of expertise, their ESOP, Employee Benefits, M&A, Tax & ERISA group brings extraordinary depth in perspective when advising clients in connection with retirement plans, equity incentives, executive compensation, shareholder issues, fiduciaries, mergers and acquisitions, and employment and benefits litigation throughout the country.
Nuveen, the investment manager of TIAA, brings a legacy of service to our responsibility of managing $970 billion in assets as of December 31, 2017. Nuveen operates in 34 countries across the globe, and 3,300+ professionals serve institutional and individual investors through award-winning capabilities spanning public and private asset classes.
Shayan Jafrani is a Director of Pension Actuarial Services at PwC in Toronto, Canada. He has over 13 years of experience and has served as actuary for several Canadian pension plan sponsors. Shayan has worked with clients to develop and implement pension de-risking solutions through a combination of investment and plan design approaches. He also supports and advises audit professionals in the areas of auditing pension plan financial statements, including the assessment of actuarial assumptions, methodologies and accounting for special events. Shayan has assisted in the development of pension plan funding and investment policies for private and public sector clients in Canada and has led due diligence assignments for private equity and corporate buyers focused on the impact of HR programs, including pension and other employee benefits.
Shayan is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries.
Rachel J. Markun is a Partner in the Napa and San Francisco offices of Hawkins Parnell Thackston & Young LLP. Ms. Markun advises clients regarding the corporate, tax and fiduciary issues relating to ESOPs and employee benefit plans. She has represented plan fiduciaries, employers and financial institutions in connection with legislative and regulatory initiatives relating to the Internal Revenue Code, ERISA, the federal securities laws, and the California tax laws. She has extensive tax expertise relating to tax-exempt entities including matters involving unrelated business tax issues and all aspects of retirement plan qualification issues. She represents retirement plan corporate sponsors in a variety of matters, including Internal Revenue Service audits and U.S. Department of Labor investigations. Ms. Markun has an active practice in addressing ERISA issues in litigation matters and in addressing regulatory matters involving ESOPs. She has extensive experience in substantive ERISA issues and in preparing defense strategies for ERISA cases, including privilege issues, co-fiduciary liability issue and damages issues. She counsels many ESOP companies and fiduciaries on a range of compliance, best practices and risk management issues. Ms. Markun is a frequent lecturer and author on corporate, tax and fiduciary issues relating to ESOPs and employee benefit plans.
Evan is a senior actuary working in the Institutional Solutions Group at Nuveen Asset Management where he advises on investment strategies for pension plans. Evan is a thought leader who has worked with a wide variety of organizations in the U.S. and around the world. He has over 30 years of experience working with employee benefit plan financial matters and is a frequent speaker and writer on a wide variety of retirement issues and ideas. He developed the award-winning “Feel Free” approach to retirement spending. Additionally, he wrote early industry papers explaining how to invest pension assets for cash balance plans, for terminating plans and using plan demographic profiles.
Prior to joining Nuveen, Evan was the chief actuary at Vanguard where he advised pension clients on liability-driven investment strategies and served as a resource for institutional clients on pension and related issues. Evan spent the first part of his career with Watson Wyatt (now Willis Towers Watson) where he served in various roles including lead actuary for the General Motors pension account, Global Director of Quality, and senior consultant in the Oslo, Norway and Stockholm, Sweden offices. Evan has served as a consultant to the World Bank advising pension regulators in Costa Rica, India, and Egypt on actuarial and investment issues.
Evan is a member of the American Academy of Actuaries Public Interest Committee and serves on the Pension Practice Council. He is chairperson for the Continuing Education Committee of the Investment Section of the Society of Actuaries (SOA). Previously, he was a member of the Board of Directors for the SOA and chaired the Pension Finance Task Force, jointly sponsored by the Society and the Academy. Evan is a Fellow of the Society of Actuaries and a CFA Charterholder.