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

Research Council

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

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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​ ©2021 Public Retirement Research Lab
  • Plan Sponsors
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    • Data Collection
    • Public Retirement Research Database
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  • Who We Are
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    • Organization
  • Newsroom
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