Thomas A. Swain FCA MAAA FSA EA

Principal/Consulting Actuary, Findley, A Division of USI

Contact Information
Findley, A Division of USI
5301 Virginia Way
Suite 400
Brentwood, TN 37027
US
Phone: 615-665-5319
Fax: 615-665-1650
Email: tom.swain@usi.com
Experience Highlights: Tom Swain is a Findley principal and a member of the firm’s management committee. He has been a principal in the firm since 1987 and has more than 25 years experience in the design, funding, administration and regulatory compliance of retirement and nonqualified deferred compensation plans. Tom is a frequent speaker on retirement plan issues at industry and actuarial conferences. In addition to his speaking engagements, Tom regularly publishes articles on retirement and related employee benefits issues. He has an in-depth understanding of—and is highly skilled in implementing—the complex rules and regulations inherent in qualified retirement plans. His clients comprise a variety of employers, including governmental entities, not-for-profit and for-profit private employers. He also has experience and expertise in providing consulting services for companies involved in mergers and acquisitions. Education and Professional Designations: Tom received a Bachelor of Science degree in Mathematics from the University of North Carolina at Chapel Hill and earned membership in Phi Beta Kappa. He is a Fellow of the Society of Actuaries and an Enrolled Actuary. Memberships: Tom is a member of the American Academy of Actuaries, a Fellow and a former Board Member of the Conference of Consulting Actuaries.

Connections:

CCA Member Since 2005
Corporate DB/DC Government DB/DC Nonprofit DC Retiree Benefits Retiree Medical FAS106 Sponsors
Membership Committee
Annual Meeting Program Committee
Arbitration Panel Task Force
Board of Directors
Consulting Skills Seminar Task Force
Member Communications Task Force
Membership Committee
Strategic Planning Committee
Welcome Committee for New Members
Wynn Kent Public Communication Award Committee
Young Leaders Council

Say That Again? Virtual Communication Skills For Consulting Actuaries 2020 CCA Virtual Annual Meeting (October 20, 2020)

Behavioral Economics - Media Psychology and Big Data 2020 CCA Virtual Annual Meeting (October 19, 2020)

Procurement 2018 CCA Annual Meeting (October 22, 2018)

Work, Workplace and Workforce Transformation in the Business of the Future 2018 CCA Annual Meeting (October 21, 2018)

Evolution (or Revolution) in Total Rewards 2017 CCA Annual Meeting (October 24, 2017)

The Future of Benefits and Social Insurance: Insights from the Beltway 2016 CCA Annual Meeting (October 25, 2016)

Concept to Conclusion: The Mergers and Spinoffs Journey 2015 CCA Annual Meeting (October 26, 2015)

Dealing with Proposals: Consultants and Clients Tell Us What They’re Looking For 2014 CCA Annual Meeting (October 20, 2014)

Sales Training / Consulting Skills Set Seminar Sales Training / Consulting Skills Set Seminar (October 23, 2013)

ASOPs 4, 6, and 27 (and 35) 2013 CCA Annual Meeting (October 22, 2013)

Financial Analysis for the Consulting Actuary 2012 CCA Annual Meeting (October 23, 2012)

Professionalism - Tactical Ideas Around Client Communication (ASOP 41 in Practice) Professionalism - Tactical Ideas Around Client Communication (ASOP 41 in Practice) (June 13, 2012)

Business Development and Relationship Management Skills Business Development and Relationship Management Skills (March 25, 2012)

Rain-making Rewired 2011 CCA Annual Meeting (October 26, 2011)

Consulting Skills Seminar Consulting Skills Seminar (March 30, 2011)

I'm a Plan Sponsor. Get Me Outta Here! 2010 Enrolled Actuaries Meeting (April 12, 2010)