Daniel Philip Cassidy FCA MAAA FSA CFA

Pension Strategist

Contact Information
111 Assabet Avenue
CONCORD, MA 01742-1501
United States
Phone: 9785057366
Email: Cassidyretirement@gmail.com
With more than 35 years in the financial services industry, Dan has specialized in integrating cutting-edge approaches to risk management. He recently worked with Fidelity Investments on their pension solution team and previously with ProManage, a managed-account provider based in Chicago. Prior to joining ProManage, he spent 8 years as Senior Advisor at River and Mercantile Solutions (previously P-Solve). After leading investment and actuarial consulting firm Cassidy Retirement Group for over fifteen years, Dan merged his business with P-Solve in 2012. Dan also helped launch Hudson Pilot—a firm focused on innovation in pension solutions area. Dan authored A Manager’s Guide to Strategic Retirement Plan Management published by Wiley in 2006. He has also published numerous other articles on retirement strategy and pension risk management. In 2010, he was elected to the Board of Directors of the Society of Actuaries for a three-year term. Dan has a Bachelor of Science in Mathematics from Tufts University, is a CFA Charterholder and a Fellow of the Society of Actuaries.
CCA Member Since 2002
Corporate DB/DC
Board of Directors
Joint Employee Benefits Meeting Committee
Representatives to the Joint Discipline Council
Strategic Planning Committee
Webinar Committee

Hedging Pension Liabilities 2023 CCA Annual Meeting (October 16, 2023)

DC Plans/Lifetime Income/Financial Wellness 2021 CCA Annual Meeting (October 27, 2021)

Old is All the Rage: Longevity Annuities and Other Possibilities for Providing Lifetime Income Old is All the Rage: Longevity Annuities and Other Lifetime Income Possibilities Audio/Webcast (December 03, 2014)

A Retirement Program Built to Last 2014 CCA Annual Meeting (October 20, 2014)

Retirement Adequacy Retirement Adequacy (September 10, 2014)

Plan Terminations 2 – Funding and Investment Strategy Plan Terminations 2 – Funding and Investment Strategy (March 21, 2012)

Pension Actuaries Who Live and Breathe ERM 2011 CCA Annual Meeting (October 24, 2011)

Is Your Frozen Plan in Trouble? 2011 Enrolled Actuaries Meeting (March 28, 2011)

DC Investment and Payment Options - What's New and What's Coming 2010 CCA Annual Meeting (October 27, 2010)

ERM – Without Retirement 2010 CCA Annual Meeting (October 27, 2010)

ERM - Actuaries and Credentials 2009 CCA Annual Meeting (November 04, 2009)

Investment/Termination Part 3 – Risk Transfer 2008 Employee Benefits Spring Meeting (June 06, 2008)

Investment/Termination Part 2 – Liabilities Matching 2008 Employee Benefits Spring Meeting (June 06, 2008)

Investment/Termination Part 1 – What are all the Investment Strategies? 2008 Employee Benefits Spring Meeting (June 06, 2008)

Defined Contribution Part 2 – DC Investments and Distributions 2008 Employee Benefits Spring Meeting (June 05, 2008)