Katherine Warren

EA, FSA, MAAA

FSA, Principal, Consulting Actuary

Berwyn, PA, US

Kathy Warren is a principal and consulting actuary with the Philadelphia office of Milliman. She joined the firm in 1991.

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Experience

Kathy serves both public and private sector clients regarding their defined benefit pension plans and post-retirement welfare plans. Client assignments include actuarial valuations for minimum funding and employer accounting under ERISA, FASB, and GASB standards; cost studies and legislative impacts (including multi-year projections); and government filings. Kathy has experience in developing cost projection models for private and public sector clients to determine future funding levels and the cost of proposed plan changes. She also assists with participant communication by providing individual benefit statements and benefit calculations.

Publications and Presentations

Kathy currently serves on the Editorial Committee of Milliman's Benefit Perspectives and chairs Milliman's committee for the firm's valuation system. She has also assisted the Joint Board for the Enrollment of Actuaries and the Society of Actuaries in developing the Enrolled Actuaries examinations.

Professional Designations

Fellow, Society of Actuaries
Enrolled Actuary, ERISA
Member, American Academy of Actuaries

Education

BA (summa cum laude), Mathematics, University of Pennsylvania

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Publications

Read their latest work

Video

Webinar: Key takeaways for corporate plans from the 2022 Milliman Pension Funding Study

24 May 2022 - by Katherine Warren, Jeffrey T. Marzinsky, Zorast Wadia, Dominick Pizzano

Join us while we share insights and market outlook from the 2022 Milliman Pension Funding Study which looks at the funded status, P&L and balance sheet impact alongside the key economic assumptions of the largest US corporate sponsors of defined benefit plans.

Article

Case study: Partnering annuity placement services with co-fiduciary services

05 October 2018 - by Mary Leong, Katherine Warren

Milliman helps a long-term client that wanted to terminate its pension plan and brings in an annuity placement team to assist.

Katherine Warren

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Experience

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Read their latest work

Webinar: Key takeaways for corporate plans from the 2022 Milliman Pension Funding Study

Case study: Partnering annuity placement services with co-fiduciary services

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Katherine Warren

Experience

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