Gregory M. Stump, FSA, Senior Vice President

Years of Experience:  11

Education

·         B.S., Mathematics, Indiana University of Pennsylvania, Summa Cum Laude, 1993

Professional Certification and Credentials

·         Fellow, Society of Actuaries

·         Enrolled Actuary under ERISA

·         Fellow, Conference of Consulting Actuaries

·         Member, American Academy of Actuaries

·         Served as a member of the Connecticut Post-Employment Benefits Commission in 2010

Special Areas of Expertise

·         Plan design cost and risk analysis, including development of client specific software regarding special benefit programs, such as early retirement windows

·         Forecasting and projections

Relevant Professional Experience

·         U.S. Treasury, DC Pensions

This System consists of three plans for Teachers, Police Officers, and Fire Fighters.  The following projects and studies have been completed for the Board and individual systems:

o        Annual actuarial valuations to determine required contributions to the Plans.  A presentation of these results is given, followed by a formal valuation report with accompanying exhibits and actuarial certifications.

o        Cost study and projections for the Police Officers’ Retirement System involving introduction of a new tier of benefits and combining of various provisions for existing tiers.

o        Cost study and projections for the Fire Fighters’ Retirement System involving potential changes in benefit provisions pertaining to COLA, pay averaging, benefit multipliers, and eligibility requirements

o        Testifying before City Council to explain calculations related to cost studies for Police and Fire members

o        Development of cost impact of proposed legislation

o        Work in conjunction with Federal government to reconcile data, benefit payments, and special situations involving split of liabilities between the District and the US Treasury Department

·         United States Federal Court System

This System in made up of four separate plans covering federal court employees, including Supreme Court Justices:  The Court of Federal Claims, the Judicial Officers’ Retirement Fund, the Judicial Retirement System, and the Judicial Survivors’ Annuities System.  The first three plans listed cover various judges and court officials and have varied benefit provisions.  The fourth plan is a special optional arrangement whereby judges can purchase additional dependent coverage.  The following projects have been performed for the systems:

o        Annual valuations for each plan, wherein actuarial costs and liabilities are determined

o        Forecasts showing projected costs over a five year period for each plan

o        Correspondence with auditors regarding valuation results and member data

o        Special calculations involving receivable contributions for the Judicial Survivors’ Annuities System

o        Cost and liability impact determinations involving potential opt-in and opt-out provisions for the Judicial Survivors’ Annuities System

·         Town of Vienna, Virginia

The Town sponsors two separate plans, one covering sworn police officers and the other covering non-uniformed employees.  The police plan participants are also members of the statewide Virginia Retirement System, and have their Town benefits offset by benefits from this system.  The following actuarial studies have been done for the Town:

o        Annual valuations for each plan

o        Individual benefit calculations regarding a one-time optional plan election which would allow participants to convert their accrued benefits to account balances.

o        Study of retirement rates and their potential cost impact for Police officers

·         San Juan Water District

This Plan provides pension and retiree healthcare benefits through CalPERS.  The District is a member of a CalPERS Risk Pool.  The following studies have been conducted for the District:

o        Initial valuation of retiree healthcare benefits (provided through CalPERS), and accompanying GASB 45 implementation

o        Conducted deterministic and stochastic cost management and stability analysis involving analysis of various strategies to manage contributions over short and long-term time periods; this study took into account not only standard costs incurred by the plan, but the interplay with the risk pool, and related implications (special side funds, phase out of normal cost, benefit surcharges)