Lisa G Ullman Email & Phone Number

Boston, Massachusetts, United States

Even after stepping back from full-time consulting, my desire to better understand and improve retirement systems and close the gap between expectations and reality remains. Through my volunteer roles, I continue to actively shape the future of pensions, employer benefits and social security, collaborating with actuaries worldwide and fostering the next generation of actuarial talent.Leading Global Retirement Discussions:As Chair of the Pensions, Benefit and Social Security Forum (PBSSF) of the International Actuarial Association (IAA), I bring together actuaries from over 60 countries to share expertise and insights on retirement systems.Advancing Actuarial Research:As Vice Chair of the Aging and Retirement Strategic Research Steering Committee, I guide research priorities and provide actuarial perspective to projects, ensuring the field stays at the forefront of solving aging and retirement challenges.Inspiring Future Actuaries:I co-create imaginative case studies for the SOA Research Institute's Student Research Case Study Challenge, empowering students to become forces of change with the tools of actuarial analysis.Guiding Professionalism:I contribute to the CCA Professionalism Committee, developing resources and guidance to uphold the highest professional standards in actuarial consulting.Sharing Knowledge:I remain a passionate presenter at actuarial conferences, sharing my expertise and insights with the broader professional community.My retirement is anything but quiet. It's a stage where I can leverage my experience and passion to make a lasting impact on the future of retirement. And as long as there are challenges to solve and opportunities to improve, I'll be there, working alongside dedicated retirement professionals.

Greater Boston Area

Consulted on accounting for pensions and other postretirement benefits as part of PwC’s Consulting/Workforce of the Future/Rewards and Well-Being Practice as a member of the HR Accounting Advisory group.Advised as a US national resource on the accounting implications of employee benefit programs on employer’s and plan's financial statements under FASB, GASB, NAIC, and/or IFRS principles.Led the pensions and other postretirement benefits audit support in the Boston office and supervised pension and other postretirement benefits valuations.Served on the Rewards and Well-Being Actuarial Practice Committee which oversees technical and actuarial policies for the practice.Presented frequently at professional conferences.

Boston

Consulting Pension Actuary providing audit support related to actuarial matters as well as responsible for valuations and special projects related to pension and postretirement other than pension plans

Boston

Responsible for the actuarial consulting relating to US pension plans of a variety of employers teaming with other professionals.Willis Towers Watson was formed on January 5, 2016, by the merger of Towers Watson and the Willis Group.Towers Watson was formed on January 4, 2010, by the merger of Towers Perrin and Watson Wyatt Worldwide.

Hartford

Actuarial Analyst in CIGNA's group pension division processing actuarial valuations for defined benefit employer sponsored pension plans.Prudential Financial, Inc. (NYSE: PRU) acquired the retirement business of CIGNA Corp. (NYSE: CI). Effective April 1, 2004 all of CIGNA's full-service retirement operations, its staff, and retirement programs and services became part of Prudential Retirement, a business of Prudential Financial.