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

Members - currently soliciting 

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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