Carrie Vaughn
Carrie Vaughn is a consulting actuary with Milliman's Portland, Oregon office. She joined the firm in 2012.
Experience
Carrie focuses solely on multiemployer pension plans, serving as a consultant on several 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). Carrie’s experience is in defined benefit plans, with emphasis on multiemployer pension plans.
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
"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
- Associate, 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
Publications