Daniel Philip Cassidy FCA MAAA FSA EA CFA

Senior Advisor

Contact Information

111 Assabet Avenue
Concord, MA 01742
Phone
978-505-7366
Email
dcassidy@promanageplan.com
With over thirty years working in financial services, Dan works to integrate cutting-edge approaches to risk management. Dan worked as a consulting actuary at Towers Perrin and Mercer before launching Cassidy Retirement Group. Dan also helped launch Hudson Pilot – a firm focused on innovation in the pension solutions area. In 2012, Dan merged his company with P-Solve - now called River and Mercantile Solutions. Dan authored A Manager’s Guide to Strategic Retirement Plan Management published by Wiley in 2006. Dan was also a contributing author of Pension Actuary's Guide to Financial Economics published by the Society of Actuaries. In addition, Dan has published articles such as “Enterprise Risk Management” for Employee Benefit Plan Review, Employee Benefit News, Mass High Tech, Pension & Investments, Handbook of Business Strategy, interviewed by Wall Street Journal radio, PBS News Hour and quoted in Institutional Investor, and many other publications. Dan is a Fellow of the Society of Actuaries, a CFA Charterholder, along with other actuarial professional designations. Dan is also the Past General Chair of the Society of Actuaries Education System – working to educate the actuaries of the future. In 2010, he was elected to the Board of Directors of the Society of Actuaries – the largest actuarial organization in the world.

CCA Member Since 2002

Corporate DB/DC

Board of Directors
Joint Employee Benefits Meeting Committee
Representatives to the Joint Discipline Council
Strategic Planning Committee
Webinar Committee

Old is All the Rage: Longevity Annuities and Other Possibilities for Providing Lifetime Income Old is All the Rage: Longevity Annuities and Other Lifetime Income Possibilities Audio/Webcast (December 03, 2014)

A Retirement Program Built to Last 2014 CCA Annual Meeting (October 20, 2014)

Retirement Adequacy Retirement Adequacy (September 10, 2014)

Plan Terminations 2 – Funding and Investment Strategy Plan Terminations 2 – Funding and Investment Strategy (March 21, 2012)

Pension Actuaries Who Live and Breathe ERM 2011 CCA Annual Meeting (October 24, 2011)

Is Your Frozen Plan in Trouble? 2011 Enrolled Actuaries Meeting (March 28, 2011)

DC Investment and Payment Options - What's New and What's Coming 2010 CCA Annual Meeting (October 27, 2010)

ERM – Without Retirement 2010 CCA Annual Meeting (October 27, 2010)

ERM - Actuaries and Credentials 2009 CCA Annual Meeting (November 04, 2009)

Investment/Termination Part 3 – Risk Transfer 2008 Employee Benefits Spring Meeting (June 06, 2008)

Investment/Termination Part 2 – Liabilities Matching 2008 Employee Benefits Spring Meeting (June 06, 2008)

Investment/Termination Part 1 – What are all the Investment Strategies? 2008 Employee Benefits Spring Meeting (June 06, 2008)

Defined Contribution Part 2 – DC Investments and Distributions 2008 Employee Benefits Spring Meeting (June 05, 2008)

Disclaimer

The Conference of Consulting Actuaries (CCA) serves only as a clearinghouse for providing a list of its members and their specific areas of practice. The information appearing with each members name regarding their practice areas was furnished by the member and has not been independently verified in any way by the CCA. Neither the CCA nor its officers, members, or staff make any warranties or representations as to the professional competency of these individuals. Each person who is considering the use of the services of an actuary listed is advised to make an independent judgment regarding their choice of persons whose services they wish to utilize.