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DCIIA/SPARK Summer Public Policy Series Speakers

Below please find an alphabetical list of speakers for the DCIIA/SPARK Summer Public Policy Series. Many thanks to these experts for sharing their time and insights with us. For more information please contact info@dciia.org.

Karen Andres

Financial Wellness: Priorities and Challenges

Director of Policy and Market Solutions, Project Director of the Retirement Savings Initiative, Aspen Institute

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Pablo Antolin

Pensions and the Aftermath of the Coronavirus Crisis

Principal Economist, Head of Private Pensions, Deputy Head of Insurance, Private Pension and Financial Markets Division, OECD

Charlie Bolton

Update from the Hill

Lead Economic Policy Adviser, U.S. Senator Rob Portman (R-OH)

Keith Brainard

Pensions and the Aftermath of the Coronavirus Crisis

Research Director, National Association of State Retirement Administrators

Sarah Bratton Hughes

Adoption of ESG Globally

Head of Sustainability, North America, Schroders

Joe Canary

Insights from the Regulators on Recent Guidance

Office Director, Office of Regulations and Interpretations, U.S. Department of Labor

Guillermo Cano

Adoption of ESG Globally

Executive Director, Index Solutions Research, MSCI

DeMario Carswell

Recent Plan Litigation: Key Takeaways for Fiduciaries

Associate, Financial Industry and ERISA Litigation, Goodwin

Tom Clark

Recent Plan Litigation: Key Takeaways for Fiduciaries

Chief Operating Officer and Partner, The Wagner Law Group

Josh Cohen

Role of the Employer in DC Plans

Managing Director, Institutional Relationship Group, PGIM

Scott Colangelo

An Examination of Portability for Lifetime Income

Chairman and Managing Partner, Prime Capital Investment Advisors

Simon Colboc

Will Europe Embrace DC Savings?

Senior Advisor, CMI Strategies
Secretary General, FECIF European Pensions Institute

Catherine Collinson

Trust: The Most Important Factor

CEO and President, Transamerica Institute

Warren Cormier

Engaging Participants Post Crisis

Director, Retirement Research Center, DCIIA

Kevin Cox

Universal Workplace Savings Plans

President of Retirement, Ascensus

Michael Davis

PEPs/MEPs: What's Next

Head of Institutional Defined Contribution Plan Specialists - Americas, T. Rowe Price

Gustavo Demarco

How the World Saves: The Evolution in Global DC Systems

Pensions Global Lead, World Bank

Keri Dogan

Industry Roundtable Discussion on Lifetime Income Disclosuress

Senior Vice President, Fidelity Workplace Investing

David Draine

Pensions and the Aftermath of the Coronavirus Crisis

Senior Researcher, The Pew Charitable Trusts

Jonathan Epstein

Using Alternatives in DC Plans

President and Founder, Defined Contribution Alternatives Association

Ralph Ferraro

An Examination of Portability for Lifetime Income

Senior Vice President, Lincoln Financial Group

Jamie Fleckner

Recent Plan Litigation: Key Takeaways for Fiduciaries

Partner and Chair of ERISA Litigation Practice, Goodwin

Diane Gallagher

Recent Plan Litigation: Key Takeaways for Fiduciaries

Chair, Retirement Committee, American Century Investments

Chris Gaston

Update from the Hill

Senior Policy Director, Davis & Harman LLP

John Geli

Opening Remarks, July 15

President, Retirement Solutions, SS&C Technologies

Mary Beth Glotzbach

Opening Remarks, July 22

Vice President - Institutional DCIO, Franklin Templeton

Jenny Glowacki

Industry Roundtable Discussion on Lifetime Income Disclosures

Head of In-Plan Retirement Income, AIG Retirement Services

Vic Goetz

Update from the Hill

Senior Policy Advisor, U.S. Representative Brad Schneider (D-IL)

Benjamin Goodman

Industry Roundtable Discussion on Lifetime Income Disclosures

Vice President, TIAA

Ryan Grosdider

An Examination of Portability for Lifetime Income

Senior Sales Executive, SS&C Technologies

Denise Gumlak

Industry Roundtable Discussion on Lifetime Income Disclosures (Moderator)

Partner, Enterprise Iron Financial Industry Solutions

Michael Hadley

Deep Dive on SECURE – Open Questions on Key Operational Aspects
Industry Roundtable Discussion on Lifetime Income Disclosures

Partner, Davis & Harman LLP

Alicia Hartjen

Engaging Participants Post Crisis

Head of Product Development, Participant Education and Communication Solutions, SS&C

Bob Holcomb

Industry Roundtable Discussion on Lifetime Income Disclosures

Vice President of Legislative and Regulatory Affairs, Empower Retirement

Cindy Hounsell

Financial Wellness: Priorities and Challenges

President and Founder, Women's Institute for a Secure Retirement

Abigail Hurwitz

Global Aging and Lifetime Income: How Should Global DC Systems Cope?

Postdoctoral Visiting Scholar, The Hebrew University of Jerusalem

David Ireland

Trust: The Most Important Factor

Senior Managing Director, Head of Global Defined Contribution, State Street Global Advisors

Kendra Isaacson

Privacy in Retirement: An Inflection Point?

Senior Pensions Counsel, Senate Committee on Health, Education, Labor & Pensions

Melissa Kahn

Insights from the Regulators on Recent Guidance

Managing Director and Retirement Policy Strategist, State Street Global Advisors

Pamela Kinard

Insights from the Regulators on Recent Guidance

Special Counsel, Employee Benefits, Exempt Organizations, and Employment Taxes (EEE), Internal Revenue Service, Office of Chief Counsel

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Peg Knox

Opening Remarks, August 19

Chief Operating Officer, DCIIA

Rachel Kugelmass

Deep Dive on SECURE – Open Questions on Key Operational Aspects

Center of Excellence Leader for Defined Contribution, Conduent HR and Learning Solutions

Dennis Lamm

Fraud Prevention

Senior Vice President, Customer Protection, Fidelity Investments

Christian Lemaire

Will Europe Embrace DC Savings?

Global Head of Retirement Solutions, Amundi

Anne Lester

Role of the Employer in DC Plans

Former Portfolio Manager, Head of Retirement Solutions, JPMorgan Asset Management

David Levine

Data Privacy in Retirement: An Inflection Point?

Principal, Groom Law Group

Per U.K. Linnemann

Global Aging and Lifetime Incomes: How Should Global DC Systems Cope?

Principal and Founder, Linnemann Actuarial Consulting ApS

Neil Lloyd

Trust: The Most Important Factor

Partner, Head of US DC & Financial Wellness Research, Mercer

Randy Long

PEPs/MEPs: What's Next

Founder and Managing Principal, SageView Advisory Group

Rich Luchinsky

An Examination of Portability for Lifetime Income

Senior Vice President and Head of Financial Institutions and Retirement, American Century Investments

Rich Magner

How the World Saves: The Evolution in Global DC Systems

Chief Executive Officer and Managing Director, Infosys McCamish Systems

Steve Manthie

An Examination of Portability for Lifetime Income

Senior Manager, Deloitte Consulting

Alex Mazer

Universal Workplace Savings Plans

Co-Founder, Common Wealth

Les McCollum

Fraud Prevention

Managing Vice President, Chief Information Security Officer, ICMA-RC

Kevin McDermott

Update from the Hill

Senior Labor Policy Advisor, U.S. House of Representatives Committee on Education and Labor

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Charles Millard

Pensions and the Aftermath of the Coronavirus Crisis

Senior Advisor, Amundi Pioneer

Lew Minsky

Welcome

President & CEO, DCIIA

John Mitchem

Will Europe Embrace DC Savings?

Principal, JM3 Projects

Elizabeth Mulholland

Financial Wellness: Priorities and Challenges

Chief Executive Officer, Prosper Canada

Charles Nelson

Using Alternatives in DC Plans

Chief Executive Officer, Retirement and Employee Benefits, Voya Financial

Doug Peterson

Fraud Prevention

Chief Information Security Officer, Great-West Financial

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Darren Philp

Universal Workplace Savings Plans

Director of Policy and Communications, Smart Pension

Josef Pilger

Trust: The Most Important Factor

Partner, Global Pension and Retirement Leader, EY

Tim Pitney

Global Aging and Lifetime Income: How Should Global DC Systems Cope?

Managing Director, Institutional Investment and Endowment Distribution, TIAA

Lori Prater

Update from the Hill

Policy Director and Tax and Trade Counsel, U.S. Representative Mike Kelly (R-PA)

Roberta Rafaloff

Industry Roundtable Discussion on Lifetime Income Disclosures

Vice President, Institutional Income Annuities, MetLife

Kirby Rappell

Universal Workplace Savings Plans

Chief Executive Officer, SuperRatings, AUS

Mike Raso

Recent Plan Litigation: Key Takeaways for Fiduciaries

Managing Director, Head of Intermediary & Retail - Americas, PineBridge Investments

Chris Robino

Deep Dive on SECURE – Open Questions on Key Operational Aspects

Senior ERISA Counsel, SS&C Technologies

Tim Rouse

Opening Remarks, August 12

Executive Director, The SPARK Institute

Mark Rowlands

Global Aging and Lifetime Income: How Should Global DC Systems Cope?

Director of Customer Engagement, National Employment Savings Trust

Ronald Rutherford-Triche

Insights from the Regulators on Recent Guidance

Branch Chief, Qualified Plans Branch 2, Employee Benefits, Exempt Organizations, and Employment Taxes (EEE), Internal Revenue Service, Office of Chief Counsel

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Bill Ryan

Using Alternatives in DC Plans

Partner, Head of North America DC Multi-Assets Solutions, Aon

Jeri Savage

Adoption of ESG Globally

Principal and Head of Defined Contribution Research, Rocaton

Hutch Schafer

An Examination of Portability for Lifetime Income

Vice President, Business Development, Retirement Plans, Nationwide Financial

Rob Scheinerman

Opening Remarks, August 5

Chief Executive Officer, AIG Retirement Services

Jessica Sclafani

Financial Wellness: Priorities and Challenges

Director and Defined Contribution Strategist, Investment Solutions Group, MFS Investment Management

Katie Selenski

Universal Workplace Savings Plans

Executive Director, CalSavers

Allie Shafer

Engaging Participants Post Crisis: (Moderator)

Director of Relationship Management, SS&C/DST Retirement Solutions

Chantel Sheaks

PEPs/MEPs: What's Next

Executive Director, Retirement Policy, U.S. Chamber of Commerce

Sara Shean

Using Alternatives in DC Plans

Executive Director, Defined Contribution, PGIM Real Estate

Natalya Shnitser

Role of the Employer in DC Plans

Associate Professor of Law, Boston College Law School

Joseph Smolen

PEPs/MEPs: What's Next

Senior Vice President, Core Markets, Empower Retirement

Rod Stortenbecker

Deep Dive on SECURE - Open Questions on Key Operational Aspects

Assistant Vice President of Compliance, Lincoln Financial Group

Jody Strakosch

Global Aging and Lifetime Income: How Should GLobal DC Systems Cope?

Principal, Strakosch Retirement Strategies

Mark Strosahl

Fraud Prevention

Business Information Security Officer, Retirement & Income Solutions, Principal

Marlon Sullivan

Financial Wellness: Priorities and Challenges

Divisional Vice President, Global Compensation and Benefits, Abbott

Aron Szapiro

Role of the Employer in DC Plans

Director of Policy Research, Morningstar

Stephen Tackney

Insights from the Regulators on Recent Guidance

Deputy Associate Chief Counsel (Employee Benefits), Employee Benefits, Exempt Organizations, and Employment Taxes (EEE), Internal Revenue Service, Office of Chief Counsel

Stacey Tovrov

Adoption of ESG Globally

Investment Strategist, BlackRock

Jeff Turner

Insights from the Regulators on Recent Guidance

Deputy Director, Office of Regulations and Interpretations, U.S. Department of Labor

Steve Utkus

How the World Saves: The Evolution in Global DC Systems (Moderator)

Principal, Head of Investor Research, Vanguard

Ziga Vizintin

Will Europe Embrace DC Savings?

Chief Marketing Officer and Management Board Advisor, Slovenia

Cindy Volker

Privacy in Retirement: An Inflection Point?

Vice President, Product Strategy, Marketing and Regulatory Communication Solutions, Broadridge Financial Solutions

Kevin Walsh

Using Alternatives in DC Plans

Principal, Groom Law Group

Debra Whitman

How the World Saves: The Evolution in Global DC System (Moderator)

Chief Public Policy Officer, AARP

Jeanne Wilson

Fraud Prevention

Acting Assistant Secretary, Agency Head for Employee Benefits Security Administration, Department of Labor

Lisa Woll

Adoption of ESG Globally

Chief Executive Officer, US SIF

Megan Yost

Engaging Participants Post Crisis

Vice President, Engagement Strategist, Segal Benz