Senior Principal, Mercer

Contact Information
1225 17th Street Plaza
Suite 1300
Denver, CO 80202-5854
United States
Phone: 303-376-5917
Fax: 303-376-0087
Email: lee.gold@mercer.com

Lee Gold is a Senior Principal at Mercer and is the Defined Benefit Segment Leader for the Western US. He has been with Mercer for over 25 years and has over 35 years of employee benefit consulting experience. During his career he has consulted with companies in various industries, including manufacturing, transportation, healthcare, and government contractors.

Earlier in his career, Lee was a corporate actuary, performing actuarial services for approximately 20 pension and retiree medical plans of his employer. In this role, Lee also had the opportunity to design and develop proprietary valuation software for both pension and retiree medical plans.

At Mercer, Lee has consulted with employers regarding plan design and risk management strategies for their pension, defined contribution and retiree medical programs. Lee’s passion for optimal plan designs has let to creative and innovative solutions, as well as numerous speaking engagements, primarily on the topic of risk-sharing pension plan designs. Lee authored a paper that was published in The Retirement Forum of the Society of Actuaries (April 2019) where he discussed the efficiencies of risk-sharing pension plan designs versus defined contribution plans.

With employees increasingly being asked to take more individual responsibility for their own health and wealth, Lee made the decision in 2015 to expand his consulting focus beyond retirement, to also include financial wellness programs, helping them with strategy development and execution. With this background and experience, Lee now helps employers tackle a broad range of challenges across retirement, investments, and financial wellness.

Lee graduated Cum Laude from Brigham Young University (BYU) with a bachelor’s degree in statistics and is an Associate of the Society of Actuaries, an Enrolled Actuary, and a Member of the American Academy of Actuaries. Lee is a former member of the Society of Actuaries Retirement Section Council. He currently serves as vice-chair of the Retirement and Design and Policy Evaluation Committee of the American Academy of Actuaries and is a member of the DC subcommittee of the Retirement Committee of the Academy. He also serves on the Webinar Committee of the Conference of Consulting Actuaries.

CCA Member Since 2023
Corporate DB/DC Investment Nonprofit DC Retiree Medical FAS106
Webinar Committee
Member Communications Task Force
Membership Committee

402 - Reopening DB Plans 2024 CCA Annual Meeting (October 29, 2024)

The Art and Science of Managing Time, Projects, and Workflows in the Modern World The Art and Science of Managing Time, Projects, and Workflows in the Modern World Webinar (April 17, 2024)

Variable Annuity Plans: Lessons Learned 2024 Enrolled Actuaries Conference (March 12, 2024)

Global Retirement Programs Global Retirement Programs Webinar (December 13, 2023)

Evolving Retirement Landscape 2023 CCA Annual Meeting (October 17, 2023)

New Issues in DC Plans 2023 Enrolled Actuaries Conference (May 05, 2023)

Retirement - New Angles and Variations on a Theme Retirement - New Angles and Variations on a Theme Webinar (September 01, 2021)

Clients with Problems: How to Consult to Clients with Financial Challenges 2021 Enrolled Actuaries Conference (May 05, 2021)

The Role of the Actuary in DC Plans The Role of the Actuary in DC Plans Webinar (July 08, 2020)

Variable Annuity Plans 2015 Enrolled Actuaries Meeting (April 14, 2015)

Alternative Derisking Through Plan Design 2014 CCA Annual Meeting (October 22, 2014)

Innovative Design Other Than Cash Balance 2014 Enrolled Actuaries Meeting (March 25, 2014)