Joshua Shapiro’s practice focuses on the design, funding, and administration of multiemployer, single-employer, and governmental retirement plans.
Josh’s experience includes working with a wide range of organizations to ensure that their retirement programs meet their financial and human resources objectives while complying with the applicable laws and IRS, Pension Benefit Guaranty Corporation (PBGC), and Department of Labor regulations. He has frequently assisted companies in balancing the need to provide secure retirement benefits to their employees against the financial risks that retirement plans can create for the sponsor.
Prior to joining Groom, Josh was the Deputy Director for Research and Education at the National Coordinating Committee for Multiemployer Plans. In this role, he was a principal member on the team that spearheaded the legislative effort that resulted in the passage of the Multiemployer Pension Reform Act of 2014. Since joining Groom, Josh has continued to work closely with legislators and their staffs regarding the need for additional multiemployer pension reform.
Josh is a frequent speaker and author on multiemployer plan topics, and has testified before the U.S. House of Representatives on the need for comprehensive pension reform. He served on the Board of Directors of the American Academy of Actuaries and chaired its Pension Practice Council.
In 2015, Josh was honored with the Wynn Kent Public Communication Award, sponsored by the Conference of Consulting Actuaries and the Actuarial Foundation.
CCA Speaking Engagements
1-D-4 - Withdrawal Liability – Interest Rates and Beyond
2025 Enrolled Actuaries Conference (May 05, 2025)
1-A-1 - Post-Election Legislative/Regulatory Landscape
2025 Enrolled Actuaries Conference (May 05, 2025)
Effective Professionalism Communication – Insights from ASOP 41 and the Code of Conduct
2024 CCA Professionalism Forum (December 05, 2024)
Long Term Plan Solvency - Strategies and Innovations
2024 CCA Annual Meeting (October 29, 2024)
Dueling Multiemployer Actuaries: What we Like to Argue About These Days?
2024 CCA Annual Meeting (October 28, 2024)
Variable Annuity Plans: Lessons Learned
2024 Enrolled Actuaries Conference (March 12, 2024)
Planning for Long-Term Stability
2023 CCA Annual Meeting (October 18, 2023)
PBGC Multiemployer Update
2023 Enrolled Actuaries Conference (May 01, 2023)
Withdrawal Liability for Multiemployer Plans
Withdrawal Liability for Multiemployer Plans Webinar (February 08, 2023)
Dueling Actuaries
2022 CCA Annual Meeting (October 17, 2022)
Multiemployer Plans for Single Employer Actuaries
2022 CCA Annual Meeting (October 17, 2022)
Withdrawal Liability - New Developments and Old Questions
2022 Enrolled Actuaries Conference (May 06, 2022)
Dueling Multiemployer Actuaries - New Topics!
2021 CCA Annual Meeting (October 25, 2021)
Multiemployer Provisions of the American Rescue Plan Act – What to Expect and How to Prepare
2021 Enrolled Actuaries Conference (May 07, 2021)
Multiemployer Funding Legislative Update
2020 CCA Virtual Annual Meeting (October 21, 2020)
Multiemployer Plans Community Forum
2019 CCA Annual Meeting (October 29, 2019)
Variable DB Benefits for Multiemployer Plans
2019 CCA Annual Meeting (October 28, 2019)
Variable Annuity and Benefit Plans
2019 Enrolled Actuaries Meeting (April 09, 2019)
Joint Select Committee and the Road Ahead
2019 Enrolled Actuaries Meeting (April 08, 2019)
Multiemployer Plan Forum – Multiemployer Pension Plan Crisis - Solutions
2018 CCA Annual Meeting (October 23, 2018)
Thinking Beyond MPRA – Proposals to Save the Multiemployer Pension System
2018 Enrolled Actuaries Meeting (April 10, 2018)
Multiemployer Variable Benefit Plans - Innovative Design and Regulatory Hurdles
2018 Enrolled Actuaries Meeting (April 09, 2018)
Different Measures of Pension Liabilities
Different Measures of Pension Liabilities Audio/Webcast (March 14, 2018)
Embracing Rejection: SOB Letters
2017 CCA Annual Meeting (October 25, 2017)
Meeting in the Middle: Composite Plans and Other Risk Sharing Retirement Plans
2017 Enrolled Actuaries Meeting (April 05, 2017)
Multiemployer Composite and Other Risk-Sharing Approaches
2017 Enrolled Actuaries Meeting (April 03, 2017)
2017 Professional Standards Seminar
2017 Professional Standards Seminar (April 02, 2017)
Multiemployer Composite Plan Proposal
2016 Enrolled Actuaries Meeting (April 11, 2016)
Multiemployer Plans - Life Beyond PPA
2015 Enrolled Actuaries Meeting (April 13, 2015)
Multiemployer Defined Benefit Legislation
Multiemployer Defined Benefit Legislation Audio/Webcast (January 21, 2015)
Potential Legislation for Multiemployer Plans
2014 Enrolled Actuaries Meeting (March 24, 2014)
2013 Pension Symposium: Outlook for Private Sector Pension Funding
2013 Pension Symposium: Outlook for Private Sector Pension Funding (April 10, 2013)
Principles of Pension Funding
2013 Enrolled Actuaries Meeting (April 10, 2013)
Multiemployer Plans Beyond PPA, What’s Next?
2013 Enrolled Actuaries Meeting (April 08, 2013)
Pension Relief Act for Multiemployer Plans
2011 Enrolled Actuaries Meeting (March 28, 2011)