Daniel Philip Cassidy FCA MAAA FSA CFA

Senior Vice President, ProManage LLC

Contact Information
ProManage LLC
130 E. Randolph Street
Suite 2825
Chicago, IL 60601
United States
Phone: 9784795717
Email: dcassidy@promanageplan.com
Dan Cassidy joined ProManage as Senior Vice President and Senior Consultant in May of 2020. With more than 30 years in the financial services industry, Dan has specialized in integrating cutting-edge approaches to risk management. Prior to joining ProManage, he spent 8 years as Senior Advisor at River and Mercantile Solutions (previously P-Solve). After leading investment and actuarial consulting firm Cassidy Retirement Group for over fifteen years, Dan merged his business with P-Solve in 2012. Dan also helped launch Hudson Pilot—a firm focused on innovation in pension solutions area. Dan authored A Manager’s Guide to Strategic Retirement Plan Management published by Wiley in 2006. He has also published numerous other articles on retirement strategy and pension risk management. In 2010, he was elected to the Board of Directors of the Society of Actuaries for a three-year term. Dan has a Bachelor of Science in Mathematics from Tufts University, is a CFA Charterholder and a Fellow of the Society of Actuaries.
CCA Member Since 2002
Corporate DB/DC
Board of Directors
Joint Employee Benefits Meeting Committee
Representatives to the Joint Discipline Council
Strategic Planning Committee
Webinar Committee

703 - Decumulation in DC Plans 2022 CCA Annual Meeting (October 19, 2022)

DC Plans/Lifetime Income/Financial Wellness 2021 CCA Annual Meeting (October 27, 2021)

Old is All the Rage: Longevity Annuities and Other Possibilities for Providing Lifetime Income Old is All the Rage: Longevity Annuities and Other Lifetime Income Possibilities Audio/Webcast (December 03, 2014)

A Retirement Program Built to Last 2014 CCA Annual Meeting (October 20, 2014)

Retirement Adequacy Retirement Adequacy (September 10, 2014)

Plan Terminations 2 – Funding and Investment Strategy Plan Terminations 2 – Funding and Investment Strategy (March 21, 2012)

Pension Actuaries Who Live and Breathe ERM 2011 CCA Annual Meeting (October 24, 2011)

Is Your Frozen Plan in Trouble? 2011 Enrolled Actuaries Meeting (March 28, 2011)

DC Investment and Payment Options - What's New and What's Coming 2010 CCA Annual Meeting (October 27, 2010)

ERM – Without Retirement 2010 CCA Annual Meeting (October 27, 2010)

ERM - Actuaries and Credentials 2009 CCA Annual Meeting (November 04, 2009)

Investment/Termination Part 3 – Risk Transfer 2008 Employee Benefits Spring Meeting (June 06, 2008)

Investment/Termination Part 2 – Liabilities Matching 2008 Employee Benefits Spring Meeting (June 06, 2008)

Investment/Termination Part 1 – What are all the Investment Strategies? 2008 Employee Benefits Spring Meeting (June 06, 2008)

Defined Contribution Part 2 – DC Investments and Distributions 2008 Employee Benefits Spring Meeting (June 05, 2008)