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Alan Perry

FSA, MAAA, CFA
Principal, Consulting Actuary
Berwyn, PA, US

Alan Perry is a principal and consulting actuary with the Philadelphia office of Milliman. He joined the firm in 1990.

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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, to help plan sponsors develop investment and funding strategies and manage financial risk. He also performs valuations of employee stock options.

Publications and Presentations

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, including the following:

  • National Association of State Treasurers
  • International Foundation of Employee Benefit Plans
  • Government Finance Officers Association

Alan is also the co-author of the annual Milliman Pension Funding Study that analyzes the funding progress of the 100 largest U.S. corporate defined benefit plans.

Professional Designations

  • Fellow, Society of Actuaries
  • Member, American Academy of Actuaries
  • Chartered Financial Analyst

Education

  • BBA, Economics, Wharton School, University of Pennsylvania
  • MS, Actuarial Science, Temple University
Affiliations
  • Member, American Academy of Actuaries’ Task Force on Employee Stock Options
  • Member, Financial Analysts of Philadelphia

Publications

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