Our experts are available to both members and non-members as keynote speakers, panelists, or discussion moderators for live or virtual events. They can also provide expert legal testimony.
Our experts can speak to topics including:
- The current DC landscape -- players, policies, priorities
- Best practices in DC plan design
- The fee and litigation environment for plan sponsors
- Recent academic research in the defined contribution and retirement space
- Innovation and the future of defined contribution
- Behavioral finance
- Achieving and protecting retirement security
- Expert legal testimony
Our speakers' fees vary based on factors including DCIIA membership (which provides a discounted rate), intended audience, and any logistical factors such as travel. We typically will not charge plan sponsors who are seeking expert
speakers for a meeting or an event.
To learn more please contact us on email@example.com -- we look forward to hearing from you! -- The DCIIA Team
President & CEO
Before helping launch DCIIA in 2010, Lew was the owner of Minsky Consulting through which he advised plan sponsors and others on governance, public policy and compliance issues. Earlier in his career, Lew served as the senior in-house
counsel for a Fortune 200 company, where he had primary responsibility for governance and compliance issues relating to employee benefit plans and executive compensation. He has also worked as an attorney at major law firms and
began his legal career working in the General Counsel’s office at the US Department of Commerce. Lew has provided expert testimony to federal regulatory agencies as well as several House Committees. Lew received a bachelors degree
in management (BSM) from Tulane University, a juris doctor (JD) from the University of Florida and a master of laws (LLM) with a certificate in employee benefits law from Georgetown University. Lew is based in South Florida.
Chief Operating Officer
Prior to joining DCIIA, Peg was the global retirement plans manager at Bechtel Global Corporation, where she worked to generate and implement new ideas for Bechtel retirement plans to enhance retirement security for its employees.
Previously she had served as Bechtel’s treasurer, where she ensured efficient global treasury operations including cash management and investments, debt and credit lines, foreign exchange services and other treasury functions.
Peg has an MBA from Saint Mary’s College and is based in the San Francisco Bay area.
DCIIA Retirement Research Center
Warren has previously served as CEO and co-founder of Boston Research Technologies and as president and founder of Boston Research Group. Warren is a veteran in the financial services industry with more than 25 years of experience
in research for investment companies, banks and insurance companies. He is also recognized as a market research leader in the defined contribution industry. Warren is the cofounder of the Behavioral Finance Forum with Dr. Shlomo
Benartzi and is based in Charlotte, North Carolina.