The Terry Group

Contact Information
The Terry Group
2101 Market Street
Unit 3503
Philadelphia, PA 19103
Phone: 610-453-6670
Jerry Mingione is an experienced consultant focused on capital markets and the retirement financial management space. He writes and frequently presents at industry meetings on investment and capital market-related issues. He currently partners on financially-oriented projects with the Terry Group, and serves as a financial advisor to the pension system for the city of Detroit. In a previous role he created and led the Retirement Financial Management unit at Willis Towers Watson, where he was responsible for the development of tools and processes to assist companies in managing the investment and other financial aspects of their retirement programs, such as forecast and discount rate models and benchmarking databases. He has testified on investment policy issues before the Department of Labor’s ERISA Advisory Council, and spoken before a range of industry groups including the CCA, AAA, SOA, Conference Board, Institutional Investor Institute and the Institute for International Research. He has been a member of the Academy's Pension and Social Security Committees, and a board member for the CCA and Academy. He has also served on project oversight groups for the SOA, and as an advisor to the Commonwealth of Pennsylvania’s Public Employee Retirement Commission in evaluating proposed legislation involving public retirement plans.


CCA Member Since 2007
Corporate DB/DC Government DB/DC
Annual Meeting Program Committee
Annual Meeting Program Committee - Investment Section
Benefits - 401(k) Investments Committee
Budget and Finance Committee
Benefits - 401(k) Investments Committee
Board of Directors
Strategic Planning Committee
Welcome Committee for New Members

Current State of Social Security Current State of Social Security Webinar (June 05, 2024)

Yo-Yo'ing Return Expectations 2023 CCA Annual Meeting (October 16, 2023)

The Macroeconomics of Aging 2022 CCA Annual Meeting (October 19, 2022)

Whither Go Return Expectations? 2022 CCA Annual Meeting (October 18, 2022)

What About Low Interest Rates? Are They Here to Stay? Who's Affected? 2021 CCA Annual Meeting (October 26, 2021)

Social Security - What You Need to Know 2020 CCA Virtual Annual Meeting (October 28, 2020)

Prediction is Very Difficult, Especially About the Future 2020 CCA Virtual Annual Meeting (October 27, 2020)

The Economics of Social Security 2019 CCA Annual Meeting (October 30, 2019)

Risk Mitigation: Back to Basics 2019 CCA Annual Meeting (October 29, 2019)

Capital Market Update 2018 CCA Annual Meeting (October 22, 2018)

Impact of Current Low Rates on Investment Return Assumptions 2017 CCA Annual Meeting (October 23, 2017)

A Primer on Investment and Related Issues 2017 CCA Annual Meeting (October 22, 2017)

Setting an Expected Return Assumption – Everything Old is New Again 2017 Enrolled Actuaries Meeting (April 04, 2017)

Alternative Pension Expense Recognition – Why, When, How 2017 Enrolled Actuaries Meeting (April 03, 2017)

Capital Market Update Capital Market Update Audio/Webcast (December 14, 2016)

Are Benefit Liabilities Trackable? 2016 CCA Annual Meeting (October 24, 2016)

Selecting Investment Return Assumptions: More than Your Average Session 2016 Enrolled Actuaries Meeting (April 12, 2016)

Alternative Pension Expense Recognition 2016 Enrolled Actuaries Meeting (April 11, 2016)

Into the Future – Selecting Investment Return Assumptions 2015 Enrolled Actuaries Meeting (April 14, 2015)

Long-Term Investment Return Assumptions -- What Makes Sense? 2012 Enrolled Actuaries Meeting (March 26, 2012)

New and Proposed Revisions to ASOPs 2011 CCA Annual Meeting (October 25, 2011)

Investing in the 21st Century 2010 Enrolled Actuaries Meeting (April 13, 2010)

Rethinking FE and LDI 2009 Enrolled Actuaries Meeting (March 31, 2009)