Jeremy P. Olszewski FCA MAAA FSA EA

Senior Vice President, Fidelity Investments

Contact Information
Fidelity Investments
245 Summer Street
V1B
Boston, MA 02210
Phone: 617-563-7688
Fax: 508-460-5503
Email: jeremy.olszewski@fmr.com
Jeremy is involved in all areas of defined benefit pension plan actuarial consulting including performing valuations, analyzing plan designs, nondiscrimination testing and employee communications. He has significant experience in developing approaches to funding and accounting for retiree medical benefits. Jeremy’s current role is as Chief Retirement Actuary within Fidelity Investment’s Workplace Consulting, ensuring quality valuation work, compliance with current regulations and providing thought leadership. He also manages a team of experienced consultants. Since high school, Jeremy always knew he wanted to be an actuary and is particularly happy to work in the area of pensions and benefits, doing a small part to help people secure their financial needs in retirement. He has volunteered with the SOA and CCA over the years. Most recently he has been part of the CCA Annual Meeting Planning Committee since 2017 and is the Vice-Chair for the 2025 CCA Annual Meeting. He has also served on the CCA Communities Committee and the CCA Strategic Planning Committee.

Connections:

CCA Member Since 2014
Corporate DB/DC Retiree Medical FAS106
Annual Meeting Program Committee
Annual Meeting Program Committee - Investment Section
Communities Committee
Strategic Planning Committee

303 - Cashing Out - Design Considerations for Early Retirement Programs and Reductions in Force 2025 CCA Annual Meeting (October 27, 2025)

101 - Penn and Exit: Making a Pension Plan Disappear 2025 CCA Annual Meeting (October 27, 2025)

SECURE 2.0: Guidance and Design Opportunities for DC Plans 2024 CCA Annual Meeting (October 29, 2024)

Retiree Medical Plan Design and Funding Opportunities 2024 CCA Annual Meeting (October 28, 2024)

Late Breaking Developments 2023 CCA Annual Meeting (October 17, 2023)

SECURE 2.0 - What's in it for DC Plans? 2023 CCA Annual Meeting (October 16, 2023)

Late Breaking Developments 2022 CCA Annual Meeting (October 18, 2022)

DC Plan Nondiscrimination Testing 2022 CCA Annual Meeting (October 18, 2022)

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

The Finer Points of Plan Administration 2021 CCA Annual Meeting (October 26, 2021)

Late Breaking Developments 2021 CCA Annual Meeting (October 25, 2021)

Retirement Plan Provisions of the SECURE and CARES Acts 2020 CCA Virtual Annual Meeting (October 27, 2020)

Late Breaking Developments 2020 CCA Virtual Annual Meeting (October 19, 2020)

Retiree Medical Topics and a Primer on Nondiscrimination Testing for Health and Welfare Plans 2019 CCA Annual Meeting (October 29, 2019)

Finding Nemo: Lost Participants and Related Plan Administration Issues 2018 CCA Annual Meeting (October 23, 2018)

PPA Mortality Assumption Changes and Other New Issues 2016 CCA Annual Meeting (October 25, 2016)