Steering Committee

Co-Chairs

• Wendy Carter, Vice President, Defined Contribution Director - Segal
• Ben Taylor, Vice President, Head of Tax-Exempt DC Research - Callan LLC
  
  

Vice Chair

• Brenda Anderson, AVP, Large Custom Plans - Nationwide
  
  

Plan Sponsor Advisory Council Representative

• Keith Overly, former Executive Director - Ohio Deferred Compensation
  
  

​Members

• Greg Jenkins, Head of Institutional DC & Managing Director - Invesco
• Lori Lucas, President/CEO - EBRI
• Vince Ortega,  Government/Union Plans Relationship Manager, Capital Group | American Funds
• Matt Petersen, Executive Director - NAGDCA
• Julie Ragatz, Director - Nationwide Retirement Institute​
• Cate Sanders, Director of DC Research and Insights Program - Invesco
• Sue Walton, Senior VP of Retirement Strategy Group - Capital Group | American Funds

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Research Council

Co-Chairs

• Wendy Carter, Vice President, Defined Contribution Director - Segal
• Ben Taylor, Vice President, Head of Tax-Exempt DC Research - Callan LLC
  
  

Vice Chair

• Brenda Anderson, AVP, Large Custom Plans - Nationwide
  ​

Plan Sponsor Advisory Council Representative

• Keith Overly, former Executive Director - Ohio Deferred Compensation
  
  

​Members

• Amy Heyel, SVP, National Practice Leader-Government Markets - Voya Financial
• Marlene Hoskins, VP, Corporate Research - ICMA-RC
• Greg Jenkins, Head of Institutional DC & Managing Director - Invesco
• Julie Klassen, VP, Key Accounts - Prudential Retirement
• Lori Lucas, President/CEO - EBRI
• Vince Ortega,  Government/Union Plans Relationship Manager, Capital Group | American Funds
• Matt Petersen, Executive Director - NAGDCA
• Julie Ragatz, Director - Nationwide Retirement Institute​
• Cate Sanders, Director of DC Research and Insights Program - Invesco
• Sue Walton, Senior VP of Retirement Strategy Group - Capital Group | American Funds

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Plan Sponsor Advisory Council

Chair

• Keith Overly, former Executive Director - Ohio Deferred Compensation

Vice Chair

• Henry (Hank) Levy,  Treasurer-Tax Collector - Alameda County

​Members

• Nora Alvarado, Deferred Compensation Program Manager - State of Texas
• Michelle Berklacich, Administrator - State of California
• Beth Conradson Cleary, Executive Director - City of Milwaukee
• Seth Miller, Assistant Director, Retirement Services Division - State of Washington
• Sherry Mose, Division Manager - City of Houston
• Mo Raihan, Assistant Vice President, Employee Benefits - NYC Health + Hospitals
• Rachel Webb, DC Plans Business Analyst - Commonwealth of Virginia

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Featured Researchers

• Craig Copeland, Senior Research Associate – Employee Benefit Research Institute (EBRI)
• Jack VanDerhei, Research Director – Employee Benefit Research Institute (EBRI); Director – EBRI Retirement Security Research Center