Alan H. Perry
Experience
Alan's experience covers retirement plans, college prepaid tuition and savings plans, endowments, foundations, and insurance organizations. He specializes in the development of capital markets assumptions and investment policy. Alan performs asset/liability studies, including stochastic modeling, helping plan sponsors to develop investment and funding strategies and manage financial risk. He also performs valuations of employee stock options.
Professional activities
Alan serves on Milliman's Investment Oversight Committee and is the Chair of Milliman's Capital Markets Committee. He is a frequent speaker on pension and investment topics, having addressed many groups, including:
- National Association of State Treasurers
- International Foundation of Employee Benefit Plans
- Government Finance Officers Association
Alan is co-author of the annual Milliman Pension Funding Study that analyzes the funding progress of the 100 largest U.S. corporate defined benefit plans. He also has authored papers on various actuarial topics of concern to Milliman’s clients.
Selected bibliography:
- DB Plan Risk Management: Finding a Better Match Between Assets and Liabilities (Milliman Benefits Perspectives, 2007)
- Back to the Benefits Basics: DB or not DB – That is the Question (Benefits Quarterly, 2007, with Glenn Bowen)
- Taking Stock of Option Expensing (Contingencies, 2006)
- Fellow, Society of Actuaries
- Member, American Academy of Actuaries
- Chartered Financial Analyst
- BBA, Economics, Wharton School, University of Pennsylvania
- MS, Actuarial Science, Temple University
- Member, American Academy of Actuaries' Task Force on Employee Stock Options
- Member, the Financial Analysts of Philadelphia
Publications