We will continue to add speakers as we finalize our agenda. Coming soon:
Ashwini Apte, BlackRock
Sudipto Banerjee, T. Rowe Price
Patricia Boyle, Rush University
Brett Hammond, Capital Group
David Weir, HRS, University of Michigan
Professor, School of Risk & Actuarial Studies
ARC Centre of Excellence in Population Ageing Research
Hazel Bateman is a Professor in the School of Risk & Actuarial Studies at UNSW Sydney and Deputy Director of the ARC Centre of Excellence in Population Ageing Research. Her current research investigates pension choices in accumulation and decumulation and the role of choice architecture, information architecture, financial advice and financial literacy. She also works on design of and demand for retirement products including annuities, long term care insurance and reverse mortgages. Hazel works closely with the financial services industry, pension funds and policy makers in Australia and internationally and has consulted to a range of Australian and international organisations including the World Bank, the OECD and government in China and South Korea. She is a member of the Consultative Committee of UniSuper – the pension fund for Australian academics, the Scientific Committee of Netspar, the Expert Reference Group of the Melbourne Mercer Global Pension index, and the China Ageing Finance Forum. She has recently been appointed inaugural Director of the International Pensions Research Association (IPRA).
Head of Institutional Defined Contribution
Josh Cohen is with PGIM. Highly regarded throughout the industry and a recognized DC thought leader, Josh is a member of the Department of Labor’s ERISA Advisory Council, a 15-member council providing advice on policies and regulations affecting employee benefit plans governed by the Employee Retirement Income Security Act. Josh is also actively involved with other industry organizations such as the Defined Contribution Institutional Investment Association (DCIIA) and the Employee Benefit Research Institute (EBRI). In 2013, Josh was ranked 10th on aiCIO’s list of the most influential investment thought leaders worldwide.
An established voice on DC issues and regular author of research papers, Josh often lends his expertise on a wide variety of topics, most recently focused on identifying the steps plan sponsors can take to evolve and enhance their DC programs. Other notable topics include his work on plan design, automatic enrollment strategies designed to overcome investor inertia, the role of alternatives in defined contribution programs, and the next generation of target date investing.
Prior to joining Russell in 2005, Josh spent nine years at Hewitt (now Aon Hewitt) where he consulted to large defined contribution plan sponsors. Prior to leaving this firm, Josh led the defined contribution investment consulting practice team.
Josh is a member of the CFA Institute and the Investment Analyst Society of Chicago.
CEO & President
Transamerica Institute and
Transamerica Center for Retirement Studies
Catherine Collinson serves as CEO & President of the Transamerica Institute and Transamerica Center for Retirement Studies, and is a retirement and market trends expert and champion for Americans who are at risk of not achieving a financially secure retirement. Catherine oversees all research and outreach initiatives, including the Annual Transamerica Retirement Survey. Catherine also serves as Executive Director of the recently launched Aegon Center for Longevity and Retirement based in The Netherlands. With two decades of retirement industry-related experience, Catherine has become a nationally recognized voice on retirement trends. She has testified before Congress on matters related to employer-sponsored retirement plans among small business, which have featured the need to raise awareness of the Saver’s Credit among those who would benefit most from the important tax credit. Catherine is regularly cited by top media outlets on retirement-related topics, speaks at industry conferences, and authors articles in leading industry journals. She co-hosts ClearPath: Your Roadmap to Health and Wealth on WYPR, Baltimore’s NPR news station. In 2015, Catherine joined the Advisory Board of the Milken Institute’s Center for the Future of Aging. In 2016, she was honored with a Hero Award from the Women’s Institute for a Secure Retirement (WISER) for her tireless efforts in helping improve retirement security among women. In 2017, she joined DCIIA’s Executive Committee and was named Vice Chair of its Retirement Research Board. Catherine is employed by Transamerica Corporation. Since joining the organization in 1995, she has held a number of positions and has identified and implemented short- and long-term strategic initiatives, including the founding of the nonprofit Transamerica Institute and its Transamerica Center for Retirement Studies. Prior to her employment at Transamerica, Catherine spent nearly a decade at The Walt Disney Company.
Senior Consultant, Geopolitics
Rob is an independent consultant on geopolitical and security risk. From 2009 to 2014, he was a managing director and head of the Office of Global Security for Goldman Sachs. Prior to joining the firm, Rob worked at BP plc, where he was the director of International Security Affairs. Before that, he worked for 24 years at the Central Intelligence Agency (CIA), where he served in several senior leadership positions, including chief of Operations for the Counterterrorism Center, chief of the Central Eurasia Division and chief of the CIA’s Information Operations Center. He is a recipient of the Distinguished Career Intelligence Medal, the Donovan Award for Operational Excellence, the George HW Bush Award for Excellence in Counterterrorism and the Director’s Award. Rob is a member of the Board of Advisors to the director of the National Counterterrorism Center and Senior Fellow at the George Washington University Center for Cyber and Homeland Security.
Assistant Professor of Research, School of Social Work
University of Minnesota
Marti DeLiema, Ph.D., is an Assistant Professor of Research in the School of Social Work at the University of Minnesota, Twin Cities. As an interdisciplinary gerontologist, she defines successful aging as maintaining good physical and mental functioning, cultivating meaningful social relationships, and being financially secure throughout the life course. An important component of aging well is avoiding financial abuse and fraud, yet victimization causes millions of Americans to become financially fragile in older age. Victims also suffer from depression, shame, debt, and loss of financial independence. Dr. DeLiema's work focuses on identifying the extent and cost of financial fraud in the U.S., as well as the factors related to financial victimization. She has experience in both quantitative and qualitative research methods having led focus groups, published case studies, and analyzed longitudinal data with tens of thousands of respondents. Her goal is to generate and test novel interventions that protect consumers from financial victimization, in addition to understanding the factors that make some people more vulnerable to abuse and scams relative to others. Dr. DeLiema received a Ph.D. in gerontology from the USC Davis School of Gerontology, and a B.S. in biological psychology from UCLA. She was a research scholar at the Stanford Center on Longevity in the Financial Security Division. During graduate school she conducted research on elder abuse and neglect in minoritized communities, evaluated outcomes of a multidisciplinary team response to abuse, and studied the tactics scam artists use to deceive older adults.
Manager, US Defined Contribution Programs
General Electric Company
Denise Faggella, CEBS, is Manager, US Defined Contribution Programs at General Electric Company. She is a strategic benefits executive with a consulting background who is passionate about designing and delivering benefit programs that balance the needs of the company and the employee. At GE, she is responsible for coordinating a cross-functional team that provides strategic direction and oversight to GE’s core 401(k) plan (RSP) covering over 200,000 current and former employees as well as consulting with GE businesses with respect to their stand-alone 401(k) plans. Key responsibilities include developing program strategy, creating and managing GE’s retirement “brand” and driving education/communication and plan design approaches to encourage retirement readiness for employees. Denise has 30 years of experience in the retirement field, including 17 years as a consultant at Mercer, where she provided consulting services to large, corporate clients with respect to their defined benefit and defined contribution plans. Denise is an active member of DCIIA and a member of the Plan Design & Administration Committee. She has served as a P&I East advisory board member and co-chair and is also a member of Fidelity’s Client Advisory Board.
Director, Health Research and Education Program
Employee Benefit Research Institute
Paul Fronstin is Director of the Health Research and Education Program at the Employee Benefit Research Institute (EBRI), a private, nonprofit, nonpartisan organization committed to original public policy research and education on economic security and employee benefits. He also oversees EBRIs Center for Research on Health Benefits Innovation. He has been with EBRI since 1993. Dr. Fronstin's research interests include trends in employment-based health benefits, consumer-driven health benefits, HSAs, private health insurance exchanges, workplace wellness programs, retiree health benefits, employee benefits and public policy, and public opinion about health benefits and health care. He currently serves on the board of trustees for Emeriti Retirement Health Solutions and for the National Alliance of Healthcare Purchaser Coalitions. He also serves on the National Advisory Board for the University of Michigan Center for Value-Based Insurance Design. He is the associate editor of Benefits Quarterly and is also a TIAA-CREF Institute Fellow. From 2015-2018, he served on the Maryland Patient Safety Center board of directors. Dr. Fronstin served on the Maryland Health Care Commission from 2012-2016. In 2010, he served on the Institute of Medicine (IOM) Committee on Determination of Essential Health Benefits. Dr. Fronstin earned his Bachelor of Science degree from SUNY Binghamton and his Ph.D. in economics from the University of Miami.
Senior Director, Pension Investments
United Technologies Corporation
Kevin T. Hanney, CFA, is Senior Director, Pension Investments, for United Technologies Corporation (UTC) where he maintains responsibility for oversight of the firm’s non-U.S. defined benefit and U.S.-based defined contribution plans. Kevin holds the Chartered Financial Analyst designation and previously worked in various roles in the asset management industry, moving into the capacity of plan sponsor in 2000. He was recognized in 2012 through the inaugural Innovator Awards sponsored by Pensions & Investments magazine and the Defined Contribution Institutional Investment Association (DCIIA) for his role in designing the Lifetime Income Strategy, a game-changing retirement savings and guaranteed income program available to participants in the UTC Employee Savings Plan. Kevin was also recognized by Institutional Investor in 2015 as the winner of their Investor Intelligence Award for Defined Contribution. The UTC Employee Savings Plan was recognized as a 2017 PLANSPONSOR Magazine “Best in Class 401(k) Plan”. Kevin has been an active professional within the global investment community since 1993 and served as a member of the U.S. Department of Labor ERISA Advisory Council from 2014 through 2016.
Senior Principal Researcher and Director
RAND Center for the Study of Aging
Michael Hurd is Senior Principal Researcher and Director of the RAND Center for the Study of Aging. He has published on a wide range of topics in the economics of aging including the structure of private pensions and Social Security and their effects on retirement decisions; the economic status of the elderly; the determinants of consumption and saving; the use of health care services, methods of assessing uncertainty in a population; bracketing and anchoring effects in the elicitation of economic information; and the relationship between socioeconomic status and mortality. Recent research focuses on the monetary costs of dementia, dementia prevalence, and the cost of long-term care. Hurd served on the Technical Panel of Experts (1990) and Panel of Experts (1991) to the Social Security Advisory Council; on the Advisory Committee for the World Bank Old-Age Security Study; and on three National Research Council Panels: Retirement Income Modeling, Access to Research Data, and Measuring Food Insecurity and Hunger. Hurd is a Research Associate at NBER; Research Fellow of NETSPAR; member of both the Scientific Monitoring Board of SHARE and International Advisory Board of the Oxford Institute of Ageing. He received his PhD in Economics from the University of California, Berkeley.
Assistant Professor of Public Policy & Economics
University of Virginia
Adam Leive is an Assistant Professor of Public Policy & Economics at the University of Virginia and a Visiting Scholar in the Department of Health Policy and Management at Columbia University. He studies consumer choices of health insurance plans and the role of tax incentives in health insurance markets. His current research focuses on Health Savings Accounts and their relationship with retirement savings. His work has been published in the Journal of Health Economics, American Journal of Health Economics, Journal of Risk and Insurance, the New England Journal of Medicine, and Health Affairs. He earned his Ph.D. from the University of Pennsylvania’s Wharton School and his B.A. from Princeton University’s Woodrow Wilson School. Prior to graduate school, he worked at the IMF and World Bank in Washington, DC.
Retirement Plans Manager
Bechtel Global Corporation
Lavina Mehta is the retirement plans manager for Bechtel’s retirement plans group. Her primary responsibilities include the oversight of various retirement plans including 401(k), non-qualified and international plans with over $6 Bil in assets. She also provides investment and administrative support for the Bechtel Group Foundation, VEBAs and other non-U.S. Bechtel retirement plans and sits on various fiduciary committees of Bechtel affiliate companies. Lavina volunteers on the Asset Management Committee of the Chevron Federal Credit Union. Lavina was hired by Bechtel in Singapore as the deputy regional treasury manager responsible for Treasury activities in the Asia Pacific Region. She subsequently relocated to San Francisco as the Treasury Manager responsible for Treasury issues pertaining to the Power and Telecoms Global Business units and North America Region. Bechtel Global Corporation is a premier global engineering, construction, and project management firm with over 50,000 employees worldwide. Lavina has been with Bechtel Global Corporation for over 17 years and with the retirement plans group overseeing retirement plans for 15 of those. Prior to joining Bechtel, Lavina worked in Treasury at Singapore Airlines in Singapore. Lavina holds a Bachelor of Science in Management Science from the University of Manchester Institute of Science and Technology (UMIST) and has earned the Chartered Financial Analyst (CFA) and Certified Treasury Professional (CTP) designations.
formerly with Intel
From 2001-2018, Mr. Odell served as Intel’s Assistant Treasurer for Retirement Investments, where he oversaw the day to day management and operations of Intel’s US and non-US retirement plan investments.
During his tenure, Stuart and his investment team oversaw a series of increasingly complex institutional portfolios and structures that grew from $5 billion in 2001 to over $22 billion by 2018. Stuart was also responsible for developing, implementing and managing the ongoing investments and associated operations of a series of multi asset class portfolios which incorporated both traditional and alternative investments and investment structures within a daily operating environment. The alternative investments within the portfolios included over $2 billion in commitments to over 100 private partnership as well as nearly $5 billion invested across 50 public long-only and hedge fund managers. At Intel, Stuart served as secretary of Intel’s Investment Policy Committee, setting and managing committee agendas and working directly with Intel’s service providers and consultants. In addition, Stuart served as a fiduciary on Intel’s retirement plan Administrative Committee. Mr. Odell has also served in the past as a trustee for the Federated Employees Retirement System in San Jose and as the chairman of the investment committee and Vice Chair of Finance for a large, well-endowed not for profit in the bay area. Mr. Odell currently serves on the investment committee for the endowment of St Ignatius prep school in San Francisco. Mr. Odell received a BS in mechanical engineering from Union College, an MBA in finance from the Stern school at New York University and worked in investment banking, public finance and as an engineer prior to joining Intel’s Treasury department in 2000.
Anna M. Rappaport
Anna Rappaport Consulting
Anna M. Rappaport, F.S.A., M.A.A.A. founded Anna Rappaport Consulting in 2005 after retiring from Mercer. Anna is an actuary, consultant, author, and speaker, and is a nationally and internationally recognized expert on the impact of change on retirement systems and workforce issues. She is passionate about several important issues and is focused on making a difference.
Some of her major concerns in the last few years include: women’s retirement security with a particular concern about older women who are alone; the impact of disability on retirement security where defined contribution plans are primary; phased retirement, the need for later retirement ages and for better work options for older workers (she is personally a phased retiree at this time); the need to adapt to a more heavily defined contribution world with better retirement planning and more personal knowledge; and the role of family in retirement systems. Anna has won several prizes and awards. Most recently, she was awarded the 2018 Lilywhite Award from the Employee Benefit Research Institute(EBRI) and a Lifetime Achievement Ward by the Plan Sponsor Council of America (PSCA) in 2017. She was selected for a Society of Actuaries President’s Award in 2014. Among her writings is a regular column titled “Perspectives from Anna” published in the Society of Actuaries Pension Section News. She is also a contributor to The Conference Board’s Human Resources Exchange, the Pension Research Council’s blog and a frequent author for Benefits Quarterly and Benefits Magazine. Anna is a phased retiree. She retired from Mercer after 28 years with the firm at the end of 2004. She formed Anna Rappaport Consulting at that time. She is also an Urban Sketcher and painter. Anna is a past- President of the Society of Actuaries and chairs its Aging and Retirement Steering Committee and its Committee on Post-Retirement Needs and Risks. Anna serves on the Board of the Women’s Institute for a Secure Retirement (WISER), and the Advisory Board of the Pension Research Council. Anna formed Anna Rappaport Consulting in 2005 after retiring from Mercer at the end of 2004 after 28 years with the firm. Anna served on the ERISA Advisory Council from 2010 to 2012. She previously served on the NASI Board and as Membership Committee chair. Anna is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. Anna has an MBA from the University of Chicago Booth School of Business. Anna completed 50 years as a Fellow of the Society of Actuaries in 2013.
Senior Economist and Associate Director
RAND Center for the Study of Aging
Susann Rohwedder is a Senior Economist at RAND, Associate Director of the RAND Center for the Study of Aging, and professor of economics at the Pardee RAND Graduate School. Her research focuses on the economics of aging in the areas of household consumption and saving behavior, financial security of households, retirement, long-term care and expectation formation. She has also written papers on data quality and survey methods. Dr. Rohwedder has extensive experience in survey design and data collection: she is jointly responsible for the design of the HRS Consumption and Activities Mail Survey, she led the design and collection of over 60 waves for the Financial Crisis Surveys fielded on the RAND American Life Panel and has played a leading role in the design and establishment of the Singapore Life Panel. Rohwedder is a research fellow of the Network for Studies on Pensions, Aging and Retirement (NETSPAR) in the Netherlands. She serves on the Survey Committee of the German Socio-Economic Panel and on the Editorial Board of the Journal of the Economics of Ageing. She has a Ph.D. in Economics from University College London and holds Masters degrees from the University of Warwick (UK) and the Sorbonne in Paris.
Head of Pension Investments
Farmers Insurance Group
Tony Tomich manages Farmers’ retirement investments. He has a BBA and an MPP from The College of William & Mary, in Williamsburg, VA. Tony began his career in NYC in the banking industry, then moved to the internet and telecom industries in the Silicon Valley in the early 2000s. He joined 21st Century Insurance in 2004 and held multiple positions during his tenure with the organization, ranging from Treasurer & Investment Relations Officer to Executive Vice President and Chief Financial Officer. 21st Century Insurance was purchased by AIG in 2007 and was subsequently sold to Farmers in 2009. Farmers AUM total approximately $20B, while the retirement investments total approximately $7B AUM. Tony transitioned Farmers’ $3B DC plan to an open architecture, white-label structure in 2013. Tony also manages the company’s Socially Responsible Investments portfolio and has multiple leadership roles in the space. These range from a 3 term member of the California Insurance Commissioner’s COIN Advisory Board (inaugural chairperson) to an Investment Committee member for the California Fair Plan to the Chairman of Impact Community Capital, LLC, a for-profit entity that facilitates over $1B in SRI investments in California and beyond. Farmers Insurance provides P&C, specialty, life, commercial and other insurance and financial services products.