Our Team


Bill Sheffler, C.E.O. of SMI Pensions, has a B.A. in Economics from Claremont McKenna College and an M.A. in Mathematics from the University of Arizona. After service in the United States Army, he worked in the home office of Security Benefit Life, a mutual insurance company in Topeka, Kansas for six years. He then joined an international benefits consulting firm in New Orleans, Louisiana.

A native Californian, Bill returned to San Diego, where he established his actuarial consulting practice in 1985 (for details see www.sheffler.com). Bill maintains credentials through several actuarial organizations including the Society of Actuaries, the American Academy of Actuaries, the Conference of Consulting Actuaries and the American Society of Pension Actuaries. He is enrolled to perform actuarial services under ERISA by the US Department of Treasury and Department of Labor.

Bill Sheffler’s extensive experience in the Qualified Plans area is applied to a wide range of clients, including Corporate sponsored retirement plans, municipal plans, Taft-Hartley (multi-employer) plans and small employer plans.

Our Team

At SMI Pensions, our employees are our most important asset.  Our dedicated team of pension plan administrators, actuaries, administrative professionals and management consultants are knowledgeable and responsive to clients’ needs.  We work tirelessly so our clients can seamlessly manage their retirement plan compliance requirements.

Our SMI team provides pension expertise with an emphasis on service.  We are motivated to “get things done” for our clients.  Maintaining our reputation of timeliness, accuracy and sound consulting advice is a priority.

With our diverse experience and skill sets, our talented team works together to make pension planning and compliance easy.  Our professional designations and credentials include:  ASA, MAAA, MSPA, EA, FCA, FLMI, IAA, ERPA, CPA, QPA, QKA, APA, CRSP, CSOP, and SPHR.    As we continue to increase our professional knowledge, we provide an even wider range of solutions for our clients.