Carrie Vaughn

FSA, EA, MAAA

Principal & Consulting Actuary

Portland, OR, US

Carrie Vaughn is a principal and consulting actuary with Milliman's Portland, Oregon office. She joined the firm in 2012.

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Experience

Carrie focuses solely on defined benefit plans, specializing in consulting on several multiemployer pension plans. She works closely with clients on all aspects of pension plan management, including actuarial valuations, funding projections, plan design studies and implementation, experience studies, funding strategies, legislative impact studies, plan administration, and participant communications. She is one of the primary developers of Milliman’s Online Projection Model and Information Center (OPTIC). Some of her recent projects include:

Developing and implementing alternative plan designs
Developing and monitoring rehabilitation and funding improvement plans
Consulting on funding and benefits policies
Consulting on withdrawal liability procedures and determinations
Performing risk analysis for multiemployer pension plans, including stochastic projections
Analyzing multiemployer plan mergers
Modeling legislative changes
Developing communications to plan participants
Supporting Application for Special Financial Assistance under the American Rescue Plan Act of 2021

Publications and Presentations

"Multiemployer Plans for Single Employer Actuaries." Conference of Consulting Actuaries. October 17, 2022.
"Update on Variable Plans." Presentation to the Northwest Association of Administrators conference. July 19, 2021.
"Multiemployer Alert: Can multiemployer pension plans survive COVID-19?" Article, March 23, 2020.
"Multiemployer Review: IRS expands determination letter program for retirement plans." Article, July 30, 2019.

Professional Designations

Fellow, Society of Actuaries
Enrolled Actuary under ERISA
Member, American Academy of Actuaries

Education

B.S., Applied Mathematics, Montana State University
M.S., Applied Mathematics, University of Washington

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Publications

Read their latest work

Article

Multiemployer Alert: Can multiemployer pension plans survive COVID-19?

23 March 2020 - by Ladd E. Preppernau, Carrie Vaughn

On the heels of the dot-com bust from 2000-2002 and the global financial crisis in 2008, can multiemployer plans survive a third “once-in-a-lifetime” event?

Article

Multiemployer Review: IRS expands determination letter program for retirement plans

30 July 2019 - by Carrie Vaughn

The determination letter program for certain retirement plans, previously restricted in 2017, will be expanded on September 1, 2019.

Carrie Vaughn

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Experience

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Read their latest work

Multiemployer Alert: Can multiemployer pension plans survive COVID-19?

Multiemployer Review: IRS expands determination letter program for retirement plans

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Carrie Vaughn

Experience

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