The Terry Group

Contact Information

The Terry Group
2101 Market Street
Unit 3503
Philadelphia, PA 19103
Jerry Mingione is the leader of the Retirement Financial Management group at Willis Towers Watson, responsible for the development of tools and processes to assist companies in managing the investment and other financial aspects of their retirement programs, such as discount rate models and financial benchmarking databases. He authors Willis Towers Watson’s monthly Pension Finance Watch, and a range of other articles focused on emerging retirement financial management issues. He regularly presents on retirement financial management policy issues at CCA and Enrolled Actuaries meeting sessions, and has testified on investment policy issues for defined benefit plans before the Department of Labor’s ERISA Advisory Council. He has also spoken before a range of other industry groups including the Conference Board, Institutional Investor Institute and the Institute for International Research. He participates as a member of the American Academy of Actuaries’ Pension Committee and has served as a member of the board of directors for both the American Academy of Actuaries and the Conference of Consulting Actuaries. He has also served as an advisor to the Commonwealth of Pennsylvania’s Public Employee Retirement Commission in evaluating proposed legislation involving public retirement plans.

CCA Member Since 2007

Corporate DB/DC Government DB/DC

Benefits - 401(k) Investments Committee
Board of Directors
Strategic Planning Committee
Welcome Committee for New Members

709 - The Economics of Social Security 2019 CCA Annual Meeting (October 30, 2019)

509 - Risk Mitigation: Back to Basics 2019 CCA Annual Meeting (October 29, 2019)

Capital Market Update 2018 CCA Annual Meeting (October 22, 2018)

Impact of Current Low Rates on Investment Return Assumptions 2017 CCA Annual Meeting (October 23, 2017)

A Primer on Investment and Related Issues 2017 CCA Annual Meeting (October 22, 2017)

Setting an Expected Return Assumption – Everything Old is New Again 2017 Enrolled Actuaries Meeting (April 04, 2017)

Alternative Pension Expense Recognition – Why, When, How 2017 Enrolled Actuaries Meeting (April 03, 2017)

Capital Market Update Capital Market Update Audio/Webcast (December 14, 2016)

Are Benefit Liabilities Trackable? 2016 CCA Annual Meeting (October 24, 2016)

Selecting Investment Return Assumptions: More than Your Average Session 2016 Enrolled Actuaries Meeting (April 12, 2016)

Alternative Pension Expense Recognition 2016 Enrolled Actuaries Meeting (April 11, 2016)

Into the Future – Selecting Investment Return Assumptions 2015 Enrolled Actuaries Meeting (April 14, 2015)

Long-Term Investment Return Assumptions -- What Makes Sense? 2012 Enrolled Actuaries Meeting (March 26, 2012)

New and Proposed Revisions to ASOPs 2011 CCA Annual Meeting (October 25, 2011)

Investing in the 21st Century 2010 Enrolled Actuaries Meeting (April 13, 2010)

Rethinking FE and LDI 2009 Enrolled Actuaries Meeting (March 31, 2009)


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