Brian C. Donohue FCA FSA EA

Partner, October Three LLC

Contact Information
October Three LLC
233 S. Wacker Drive
Suite 4620
Chicago, IL 60606
US
Phone: 312-878-2435
Email: bdonohue@octoberthree.com
Brian Donohue is a member of the actuarial consulting team and part of the senior leadership for October Three. He consults regularly with large companies on retirement plan design and financing issues and serves as an expert resource to October Three’s technical group and consulting team. Brian is a critical thinker and provides tremendous insight on a host of topics. He has been instrumental in refining the development and articulation of our vision around how to provide efficient, effective retirement benefits to employees, and is a strong advocate that the current defined benefit system must be re-defined. Brian joined October Three in 2011 from AonHewitt, where he was a national resource and a member of the Actuarial Technical Leadership team. He served in a similar capacity with JPMorgan and CCA Strategies. Brian was responsible for the development and maintenance of the yield curve that is currently used by AonHewitt. He has written and spoken widely on retirement topics for more than a decade and is viewed as a national expert and thought leader regarding retirement issues. Brian is a Fellow of the Society of Actuaries (FSA) and an Enrolled Actuary (EA) under ERISA. He received a B.A. in Economics from the University of Chicago.
CCA Member Since 2011
Disciplinary Committee
Joint Program Committee for the Enrolled Actuaries Meeting

Surplus Assets 2024 Enrolled Actuaries Conference (March 13, 2024)

For Long-Term Investing: Bonds or Stocks? 2023 CCA Annual Meeting (October 18, 2023)

Use of Surplus Assets 2023 Enrolled Actuaries Conference (May 05, 2023)

ARPA and Single Employer Pension Plans 2021 CCA Annual Meeting (October 26, 2021)

Fun with Funding: Strategies for Big and Small Plans (Single Employer) Fun with Funding: Strategies for Big and Small Plans (Single Employer) Webinar (December 11, 2019)

Credit Balance and Funding Strategies - The Holiday is Over 2019 CCA Annual Meeting (October 30, 2019)

Overfunded Plans – Effective Use of Surplus 2019 Enrolled Actuaries Meeting (April 09, 2019)

De-risking Trends in Private and Public-Sector Retirement Programs De-risking Trends in Private and Public-Sector Retirement Programs Audio/Webcast (December 05, 2018)

Strategies to Alleviate Plan Overfunding 2018 CCA Annual Meeting (October 22, 2018)

Great Expectations of Inflation Great Expectations of Inflation Audio/Webcast (March 08, 2017)

Cash Balance Design for Larger Plans 2015 Enrolled Actuaries Meeting (April 14, 2015)

Social Security Benefits and Strategy – Understanding the Options 2013 Enrolled Actuaries Meeting (April 09, 2013)

Recent Developments in Hybrid Plans 2012 CCA Annual Meeting (October 23, 2012)

PPA – Strategies Around Funding Percentages 2011 CCA Annual Meeting (October 24, 2011)

Pension Update Traveling Seminar: The All-In-One Actuary (September 13, 2011)

Lump Sums 2010 Enrolled Actuaries Meeting (April 14, 2010)

Social Security - Understanding Your Options 2010 Enrolled Actuaries Meeting (April 14, 2010)

Caution -- Yield Curve 101 2010 Enrolled Actuaries Meeting (April 12, 2010)

PPA Funding: Tactics and Strategies 2009 Enrolled Actuaries Meeting (March 31, 2009)

PPA Funding: Tactics and Strategies 2009 Enrolled Actuaries Meeting (March 31, 2009)

PPA Lump Sum Plans 2009 Enrolled Actuaries Meeting (March 30, 2009)

Backloading 2009 Enrolled Actuaries Meeting (March 30, 2009)

Funding Policy: Beyond Minimum 2009 Enrolled Actuaries Meeting (March 30, 2009)

PPA - A Look Back (for Large Plans) PPA - A Look Back (for Large Plans) (February 13, 2009)

Plan Termination: Whether, When, and How? Plan Termination: Whether, When, and How? (October 29, 2008)

Primary PPA Analysis 2008 CCA Annual Meeting (October 27, 2008)

PPA 1 - PPA in Practice - What Have We Learned? 2008 Employee Benefits Spring Meeting (June 04, 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)

Age Discrimination and 411(b) 2008 Enrolled Actuaries Meeting (April 08, 2008)