Jerry Mingione FCA MAAA FSA EA CERA

The Terry Group

Contact Information

The Terry Group
2101 Market Street
Unit 3503
Philadelphia, PA 19103
US
Phone
610-453-6670
Email
jercalvin@gmail.com
Jerry Mingione is an experienced consultant focused on capital markets and the retirement financial management space. He writes and frequently presents at industry meetings on investment and capital market-related issues. He currently partners on financially-oriented projects with the Terry Group. In his previous role he created and led the Retirement Financial Management unit at Willis Towers Watson, where he was 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 forecast and discount rate models and benchmarking databases. He has testified on investment policy issues before the Department of Labor’s ERISA Advisory Council, and spoken before a range of industry groups including the CCA, AAA, SOA, Conference Board, Institutional Investor Institute and the Institute for International Research. He has served as a member of the Academy's Pension and Social Security Committees, and as as a board member for both CCA and the Academy. He has also served on project oversight groups for the SOA, and 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

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

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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