Organization

Steering Committee

Co-Chairs

Greg Jenkins, Head of Institutional DC & Managing Director - Invesco
Sue Walton, Senior VP of Retirement Strategy Group - Capital Group | American Funds

Vice Chair

Members

Wendy Carter, Vice President, Defined Contribution Director - Segal
Cindy Hoes, AVP - Nationwide
Lori Lucas, President/CEO - EBRI
Vince Ortega, Government/Union Plans Relationship Manager, Capital Group | American Funds
Matt Petersen, Executive Director - NAGDCA
Cate Sanders, Director of DC Research and Insights Program - Invesco
Ben Taylor, Vice President, Head of Tax-Exempt DC Research - Callan LLC

Co-Chairs

Greg Jenkins, Head of Institutional DC & Managing Director - Invesco
Sue Walton, Senior VP of Retirement Strategy Group - Capital Group | American Funds

Vice Chair

Members

Keith Brainard, Research Director - NASRA
Alex Brown, Research Manager - NASRA
Wendy Carter, Vice President, Defined Contribution Director - Segal
Andee Gravitt, Managing Director-Public Sector - Nationwide
Amy Heyel, SVP, National Practice Leader-Government Markets - Voya Financial
Marlene Hoskins, VP, Corporate Research - ICMA-RC
Julie Klassen, VP, Key Accounts - Prudential Retirement
Hank Levy, Treasurer-Tax Collector - Alameda County
Lori Lucas, President/CEO - EBRI
Vince Ortega, Government/Union Plans Relationship Manager, Capital Group | American Funds
Keith Overly, Retired - formerly with Ohio Deferred Compensation
Matt Petersen, Executive Director - NAGDCA
Cate Sanders, Director of DC Research and Insights Program - Invesco
Ben Taylor, Vice President, Head of Tax-Exempt DC Research - Callan LLC

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