• Donald J. Segal, FSA 1967, MAAA, FCA, EA, BS
• Vice President, JPMorgan Compensation & Benefit Strategies, New York, NY

Brief description of current work:

Specialist in the analysis, interpretation, and application of laws and guidance as they apply to qualified retirement plans. Also involved in the design of retirement plans.

Primary Area of Practice:Retirement Systems

Professional Background:

I have been extremely active in the profession, having served on the SoA Board of Governors, Pension Section Council, Knowledge Management Strategic Action Team, and other committees. I have been a Board member of the Conference of Consulting Actuaries and am currently Vice President for Continuing Education. Additionally, I am Vice President for Pensions of the American Academy of Actuaries and am a member of the Academy Pension Practice Council and Pension Committee.

I served as Chair of the IRS Advisory Committee for Tax Exempt and Government Entities (2001-2004) and as a member of the Advisory Committee on Examinations to the Joint Board for the Enrollment of Actuaries (1988-2002).

Volunteer Experience:

As noted above, I have been very active in the professional organizations and meetings. I am a frequent speaker at meetings of the Society of Actuaries and Conference of Consulting Actuaries. I have served on program committees for the Society of Actuaries, Conference of Consulting Actuaries Annual Meeting (Chair 2002), and the Enrolled Actuaries Meeting (Chair 2000 and 2004). I also participate in committees that meet with the IRS.

I originated and organized the Funding Reform Advisory Task Force, a group of actuaries, lawyers, and other professionals whose purpose is to provide input to the federal agencies responsible for drafting guidance under the Pension Protection Act of 2006. Our objective is to help in getting guidance that is complete, works, and is easy to deal with.

In October 2006 I was honored by the Society of Actuaries with the John E. O'Connor, Jr. Distinguished Service Award in recognition of my volunteer service to the Society of Actuaries and the actuarial profession.