Donald J. Segal FCA-R MAAA FSA EA

CCA Member Since 1988

Contact Information
19 Sunset Place
Emerson, NJ 07630-1725
US
Phone: 201-265-3468
Email: djsegal@optonline.net
Don Segal was formerly Senior Vice President and Research Actuary at The Segal Company in New York City. He specialized in the analysis, interpretation, and application of laws and guidance as they apply to qualified retirement plans. Donald was also involved in retirement plan design. Donald has served on the SOA Board of Directors, Pension Section Council, Knowledge Management Strategic Action Team and other committees. He was a Presidential officer of the Society of Actuaries from 2009-2013, serving as President 2010-2011. He is currently President of the Conference of Consulting Actuaries. He has also served as vice president for pensions of the American Academy of Actuaries, and as a member of the Academy Pension Practice Council and Pension Committee (formerly chair of both). He served as chair of the IRS Advisory Committee for Tax Exempt and Government Entities (2001-04) and as a member of the Advisory Committee on Examinations to the Joint Board for the Enrollment of Actuaries (1988-2002). Donald is a frequent speaker at meetings of the Society of Actuaries and Conference of Consulting Actuaries, and at the Enrolled Actuaries Meeting. He has served on program committees for the Society of Actuaries, Conference of Consulting Actuaries Annual Meeting (chair 2002), and the Enrolled Actuaries Meeting (Chair 2000 and 2004). He also participates in committees that meet with the IRS. Donald originated and organized the Funding Reform Advisory Task Force, a group of actuaries, lawyers and other professionals whose purpose was to provide input to the federal agencies responsible for drafting guidance under the Pension Protection Act of 2006. In October 2006 Donald was honored by the Society of Actuaries with the John E. O'Connor Distinguished Service Award in recognition of his volunteer service to the Society of Actuaries and the actuarial profession. He received the Conference of Consulting Actuaries Lifetime Achievement Award in October 2008, and in October 2009 received the Jarvis Farley Service Award from the American Academy of Actuaries in recognition of his service to the American Academy of Actuaries and the actuarial profession. He is a graduate of Yale University.

Practice Area(s)

Retirement
Corporate DB/DC
Other
Expert Witness

Prior Service on CCA Committees

Annual Meeting Program Committee
Board of Directors
Budget and Finance Committee
Bylaws Review Task Force
Compensation Committee
Continuing Education Innovation Task Force
Disciplinary Committee
Gray Book Committee
Healthcare Meeting Program Committee
Joint Employee Benefits Meeting Committee
Joint Program Committee for the Enrolled Actuaries Meeting
Nominating Committee
Representatives to the Joint Discipline Council
Strategic Planning Committee
Webinar Committee
Welcome Committee for New Members

CCA Speaking Engagements

Ethics (Special 100-minute Session) Ethics Audio/Webcast (Special 100-minute Session) (December 07, 2016)

Dialogue with the IRS/Treasury 2016 Enrolled Actuaries Meeting (April 13, 2016)

Dialogue with and Update from the PBGC for Single Employer Plans 2016 Enrolled Actuaries Meeting (April 11, 2016)

ERISA Jeopardy XIX: Actuaryhood 2015 CCA Annual Meeting (October 26, 2015)

Dialogue With the IRS/Treasury 2015 Enrolled Actuaries Meeting (April 15, 2015)

Update from the DOL 2015 Enrolled Actuaries Meeting (April 15, 2015)

Dialogue With the Joint Board 2015 Enrolled Actuaries Meeting (April 14, 2015)

2015 Professional Standards Seminar 2015 Professional Standards Seminar (April 12, 2015)

ERISA Jeopardy XVIII – The qx Factor 2014 CCA Annual Meeting (October 20, 2014)

Joint CCA & SOA Webcast: Public Pension Funding Practices Joint CCA & SOA Webcast: Public Pension Funding Practices (October 08, 2014)

2014 Pension Symposium 2014 Pension Symposium: Retirement Security in the U.S. (March 26, 2014)

Dialogue with the Joint Board 2014 Enrolled Actuaries Meeting (March 26, 2014)

Dialogue with the IRS/Treasury 2014 Enrolled Actuaries Meeting (March 26, 2014)

Dialogue with the IRS/Treasury 2013 Enrolled Actuaries Meeting (April 10, 2013)

Dialogue With the IRS 2012 CCA Annual Meeting (October 24, 2012)

Mad Men - Dealing with ERISA 2012 Enrolled Actuaries Meeting (March 28, 2012)

IRS Focus Group 2012 Enrolled Actuaries Meeting (March 27, 2012)

Dialogue with the IRS/Treasury 2012 Enrolled Actuaries Meeting (March 27, 2012)

Dialogue with the IRS 2011 CCA Annual Meeting (October 26, 2011)

Late Breaking Developments 2011 CCA Annual Meeting (October 24, 2011)

Dialogue with the IRS 2011 Enrolled Actuaries Meeting (March 30, 2011)

Dialogue with the JBEA 2011 Enrolled Actuaries Meeting (March 30, 2011)

IRS Focus Group 2011 Enrolled Actuaries Meeting (March 29, 2011)

Dialogue With the IRS 2010 CCA Annual Meeting (October 27, 2010)

ERISA Jeopardy: Alice in IRS- Land 2010 CCA Annual Meeting (October 25, 2010)

Late Breaking Developments 2010 CCA Annual Meeting (October 25, 2010)

State of the Union – A Dialogue with the Presidents 2010 CCA Annual Meeting (October 25, 2010)

Dialogue with IRS 2010 Enrolled Actuaries Meeting (April 14, 2010)

IRS Focus Group 2010 Enrolled Actuaries Meeting (April 13, 2010)

Dialogue with the Joint Board 2010 Enrolled Actuaries Meeting (April 13, 2010)

Dialogue with the DOL 2010 Enrolled Actuaries Meeting (April 12, 2010)

PPA - Where are we Now? 2010 Enrolled Actuaries Meeting (April 12, 2010)

An Overview of New IRS Regulations – Sections 430 and 436 - Update from Leading Pension Actuaries (P An Overview of New IRS Regulations – Sections 430 and 436 - Update from Leading Pension Actuaries (P (November 19, 2009)

Dialogue with the IRS 2009 CCA Annual Meeting (November 04, 2009)

Are You Smarter Than an Actuarial Student? 2009 CCA Annual Meeting (November 02, 2009)

Late Breaking Developments 2009 CCA Annual Meeting (November 02, 2009)

Pension Symposium: Retirement Security – Where Are We Headed? Private and Public Sector Challenges a Pension Symposium (April 13, 2009)

Pension Symposium: Monday Morning Quarterback Pension Symposium: Monday Morning Quarterback (April 01, 2009)

Dialogue with IRS and Treasury 2009 Enrolled Actuaries Meeting (April 01, 2009)

Inconvenient Truths 2009 Enrolled Actuaries Meeting (April 01, 2009)

Dialogue with the Joint Board for the Enrollment of Actuaries (JBEA) 2009 Enrolled Actuaries Meeting (March 31, 2009)

Discussion of IRS Gray Book Questions and Answers 2009 Enrolled Actuaries Meeting (March 31, 2009)

IRS Focus Group 2009 Enrolled Actuaries Meeting (March 31, 2009)

The Great Unknown: Q & Nas 2009 Enrolled Actuaries Meeting (March 31, 2009)

Dialogue with the DOL 2009 Enrolled Actuaries Meeting (March 30, 2009)

Pension Plan Expenses: Flying Under the Radar? 2008 CCA Annual Meeting (October 29, 2008)

Dialogue with the IRS 2008 CCA Annual Meeting (October 29, 2008)

ERISA Jeopardy XV – “Actuarial Smackdown” 2008 CCA Annual Meeting (October 27, 2008)

Late Breaking Developments 2008 CCA Annual Meeting (October 27, 2008)

Dialogue With the IRS 2008 Employee Benefits Spring Meeting (June 06, 2008)

Professionalism - Part 2: New Qualification Standards and SoA/CCA CPE Requirements 2008 Employee Benefits Spring Meeting (June 06, 2008)

Newly Released Proposed PPA Regulations on Quarterly Contribution Requirements Newly Released Proposed PPA Regulations on Quarterly Contribution Requirements (May 22, 2008)

Pension Symposium: De-risking the Pension Plan Pension Symposium: De-risking the Pension Plan (April 09, 2008)

Dialogue with Treasury and IRS 2008 Enrolled Actuaries Meeting (April 09, 2008)

Discussion of IRS Gray Book Questions and Answers 2008 Enrolled Actuaries Meeting (April 08, 2008)

The DOL and You: Going Into Labor 2008 Enrolled Actuaries Meeting (April 08, 2008)

Compliance Gotchas 2008 Enrolled Actuaries Meeting (April 07, 2008)

PPA Gut Check PPA Gut Check (January 22, 2008)