Kathleen P. Lamb FCA-R

Contact Information

80 Knollwood Drive
Rochester, NY 14618
Kathie Lamb is a retired partner from Mercer where she led their Rochester office. Her former responsibilities included consulting with employers on ways to more effectively manage compensation and benefit programs domestically and internationally, and improve the alignment of human resources strategy with business goals. Prior to her these responsibilities, Ms. Lamb led Mercer’s retirement business where she consulted with clients on the funding, design and administration of their qualified and nonqualified retirement and post-retirement benefit plans. She also led one of Mercer’s US Retirement business segments (Defined Contribution Consulting) and chaired a global group that produced Mercer’s first global defined contribution plan survey. Ms. Lamb was in the retirement business since 1974. Prior to joining Mercer in 1985, she spent five years with KPMG as a consulting actuary and six years with the Wyatt Company where she attained actuarial credentials. She holds a BA in mathematics and psychology from Wells College.

CCA Member Since 2007

Corporate DB/DC Nonprofit DC Retiree Medical FAS106

Annual Meeting Program Committee
Board of Directors
Consulting Skills Seminar Task Force
Strategic Planning Committee
Welcome Committee for New Members

Fiduciary Responsibility - Dealing With the Threes: 3 (16), 3 (21), 3 (38) 2015 CCA Annual Meeting (October 26, 2015)

Hybrid Plan Regulations - An Open Mike Discussion 2014 CCA Annual Meeting (October 22, 2014)

Compliance 2013 CCA Annual Meeting (October 23, 2013)

Through the Looking Glass: A Multi-Perspective View of Retirement Plan Risk 2012 CCA Annual Meeting (October 23, 2012)

DC Design - Auto Plan Features and Roth 401(k) 2011 CCA Annual Meeting (October 26, 2011)

Managing Pension Plan Risk 2011 CCA Annual Meeting (October 24, 2011)


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