Ep4, Part 1: Retirement Income Strategies — Meet David Scharf, president-elect, Conference of Consulting Actuaries (CCA)

A Note from Peter Neuwirth — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth?

Meet our guest: David Scharf, president-elect, Conference of Consulting Actuaries (CCA)

Today’s topic: The important role of a practicing actuary

Petes asks David:

• What is the Conference of Consulting Actuaries?
• What role does it play as an organization whose members are consulting actuaries and do many different types of actuarial work, such as insurance, pensions, and health?
• You also work as a full-time senior actuary for Buck, an HR, pensions, and employee benfits consulting, technology, and administrative services firm founded 100 years ago. Talk about what you do as a practicing actuary.
• What key initiatives will you prioritize for CCA in your role as president?
• Why do you believe the actuarial perspective is important right now?

About David: ​As a principal and actuary based in Buck’s Secaucus, New Jersey office, David is a leader in innovation, executive benefits, and mergers and acquisitions; Scharf has more than 30 years of experience working with clients and their employee benefits programs.  He also serves on the Conference of Consulting Actuaries (CCA) board of directors and is their president-elect.  As president-elect, Scharf provides direction on the CCA’s strategic plan and serves as chair of their Strategic Planning Committee; he previously held various leadership positions within the organization since joining in 2000.   He is a frequent speaker at industry conferences and has published numerous articles.  Additionally, he serves on the Network of Actuarial Women and Allies (NAWA) Partnership Committee and participated in a U.S. Government Accountability Office (GAO) research study on nonqualified deferred compensation plans.  Scharf graduated with honors from Yeshiva University in New York with a bachelor’s degree in economics and mathematics. Click here to learn more.

And click here to learn more about actuary and author Peter Neuwirth: www.PeterNeuwirth.com • Listen to our podcasts on PeterNeuwirthRadio.com • Watch all of our episodes: www.PeterNeuwirth.tv