Joshua Shapiro’s practice focuses on the design, funding, and administration of multiemployer, single-employer, and governmental retirement plans. Josh’s experience includes working with a wide range of organizations to ensure that their retirement programs meet their financial and human resources objectives while complying with the applicable laws and IRS, Pension Benefit Guaranty Corporation (PBGC), and Department of Labor regulations. He has frequently assisted companies in balancing the need to provide secure retirement benefits to their employees against the financial risks that retirement plans can create for the sponsor. Prior to joining Groom, Josh was the Deputy Director for Research and Education at the National Coordinating Committee for Multiemployer Plans. In this role, he was a principal member on the team that spearheaded the legislative effort that resulted in the passage of the Multiemployer Pension Reform Act of 2014. Since joining Groom, Josh has continued to work closely with legislators and their staffs regarding the need for additional multiemployer pension reform. Josh is a frequent speaker and author on multiemployer plan topics, and has testified before the U.S. House of Representatives on the need for comprehensive pension reform. He currently serves on the Board of Directors of the American Academy of Actuaries and chairs its Pension Practice Council. Previous Experience Deputy Director for Research and Education, The National Coordinating Committee for Multiemployer Plans Professional Affiliations Fellow of the Society of Actuaries Member of the American Academy of Actuaries Fellow of the Conference of Consulting Actuaries Enrolled Actuary Honors & Distinctions Wynn Kent Public Communication Award from the Actuarial Foundation (2015)
Publications House Committee Advances Important Pension Funding Changes as Part of New COVID-19 Legislation Groom PublicationFebruary 18, 2021
Publications Update on Recent Multiemployer Pension Reform Developments Groom PublicationFebruary 4, 2021
Publications PBGC Finalizes Rules for Simplified Withdrawal Liability Calculations Groom PublicationJanuary 20, 2021
Publications IRS Issues Final Regulations Updating Minimum Required Distribution Rules Groom PublicationNovember 17, 2020
Publications IRS and PBGC Guidance on Single-Employer Defined Benefit Funding Relief Under The CARES Act COVID-19 ResourceAugust 13, 2020
Publications The HEROES Act: Key Retirement, Health and Welfare, and Tax Provisions COVID-19 ResourceMay 29, 2020
Publications PBGC’s Regulatory Spring Cleaning: Numerous Changes, Updates, and Clarifications to PBGC Reporting, Termination, and Premium Rules Groom Benefits BriefFebruary 26, 2020
Publications SECURE Act Testing Relief for Closed/Frozen Defined Benefit Plans Groom Benefits BriefJanuary 10, 2020
Publications Senate Republicans Release Proposal for Multiemployer Pension Reform Groom Benefits BriefDecember 5, 2019