Joint Academy/SOA Pension Finance Task Force

The Task Force’s mission is to bring to the public and the United States actuarial profession expertise regarding pension finance. Within the scope of this mission, the Task Force:

  • Researches how basic principles of finance and economics can be incorporated into retirement actuarial practice and used to strengthen retirement systems,
  • Educates stakeholders on these principles, especially with regard to measuring and understanding risk, cost and value in retirement systems,
  • Provides, and assists in formulating, views based on sound economic principles for public statements by the profession.
  • Develops practice notes for the membership.
  • Comments on actuarial standards of practice related to pension finance.
Staff liaison: David Goldfarb

Chairperson: R. Evan Inglis

 Roger Brand
 David Cantor
 Daniel Cassidy
 Eric Friedman
 Jeremy Gold
 Richard Herchenroether
 Chad Hueffmeier
 David Kershner
 Gordon Latter
 Davin Mackenzie
 Joseph McDonald
 Victor Modugno
 Robert North
 Jeffrey Petertil
 David Pitts
 Lawrence Pollack
 Stephen Robb
 Jason Tomanda
 Megan Torau
 Aaron Weindling

Related Publications

Letter on Proposed Revision to ASOP No. 4
Pension Finance Task Force comment letter to the Actuarial Standards Board responding to an exposure draft of proposed revisions to ASOP No. 4, Measuring Pension Obligations and Determining Pension Plan Costs or Contributions. (May 31, 2012)
Response to GASB’s Exposure Drafts
The Academy's Pension Practice Council comments to the Governmental Accounting Standards Board (GASB) in response to two exposure drafts on pension accounting and financial reporting by employers. (October 17, 2011)
Comments to GASB on Exposure Drafts on Pension Accounting and Financial Reporting by Employers
Pension Practice Council comments to the Governmental Accounting Standards Board (GASB) to two exposure drafts on pension accounting and financial reporting by employers. (October 14, 2011)