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Siddhartha Kalita

Siddhartha Kalita

Principal at Mercer

Norwalk, Connecticut

Sid is a wealth consultant based out of Mercer’s Norwalk office. Sid has over 17 years of experience in the Actuarial/Financial industry, with around 14 years with Mercer in US and in India. Sid has worked extensively in the field of Retirement and Investment consulting and his clients include a couple of Fortune 500 companies. His expertise include retirement plan designs, funding strategies, statutory valuations of defined benefit plans, plan accounting under US GAAP and International Accounting Standards, risk management and risk transfer strategies for defined benefit plans. In the last few years, he has been involved in a few of the biggest risk transfer initiatives managed by Mercer. More recently, Sid has been involved in analysis and reporting of funds’ performance in 401(k) plans, setting up of white label funds, portfolio analysis, Investment Due Diligence of investment platforms and designing of financial wellness programs for his clients. Prior to transferring to Mercer’s Norwalk office in 2012, Sid was responsible for setting up and developing a retirement team for Mercer’s Global Shared Service Center located in India. In the role of a Service Delivery Leader, Sid was responsible for setting up of processes and teams, knowledge transfer, cost optimization and operational excellence. Sid started his career in the life insurance consulting industry where he worked on experience studies, product pricing and new business modelling for Indian life insurers.
Sid is an Associate of Institute & Faculty of Actuaries, UK, an Associate of the Society of Actuaries, USA, has a Masters degree in Mathematical Statistics from Delhi University, India and a post graduate diploma in Actuarial Mathematics from Heriot Watt University, UK.


Experience:

  • Principal (Mercer)
  • Actuarial Executive (AMP Sanmar Life Insurance Company)
  • Consultant (Watson Wyatt)
  • Senior Associate (Mercer)
  • Group Manager (Mercer)

Skills:

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