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Organization

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

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

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

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
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​ ©2020 Public Retirement Research Lab
  • Plan Sponsors
  • How it Works
    • Data Collection
    • Public Retirement Research Database
    • Public Plan Benchmarking Tool
  • Research
  • Who We Are
    • Partners
    • Organization
  • Newsroom
    • Events
  • Contact