EBRI-ERF Policy Forum #84 20 F Street, NW Conference Center 20 F Street, NW Suite 1000 Washington, DC 20001

Thursday, December 13, 2018 8:30 a.m. – 2:00 p.m. Breakfast at 8:00 a.m. .

Attendees List Bold-Speakers

Name Organization Nevin Adams American Retirement Association Brian Agnew Pfizer Shai Akabas Bipartisan Policy Center Will Allen FedEx Eileen Ambrose Kiplinger's Personal Finance Magazine Jon Anderson NRECA Karen Andres Center for Financial Services Innovation Rob Andrews Health Transformation Alliance Angela Antonelli Georgetown Center for Retirement Initiatives Joseph Antos AEI Rob Austin Alight Gary Baker CANNEX Sudipto Banerjee T. Rowe Price David Barnes IBM Corporation Jana Barresi Walmart Steven Bass Company Institute Adam Beck AHIP Paul V. Beddoe Paul V. Beddoe Government Affairs, LLC Derek Benson Indiana Public Retirement System Todd Berkley Conduent Mary Beth Franklin Investment News Michael Billet U.S. Chamber of Commerce David Blanchett Morningstar Troy Block The Capital Group Ilana Boivie IAMAW Peter Brady ICI Arin Bratt Legal & General America Andrew Bressler Bank of America Sara Bridwell Attain

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Alison Brown Community College of Baltimore County Beth Brown VALIC Dana Brown Willis Towers Watson Daniel Bruns Morningstar Jean Calautti Valerie Carpenter American Medical Association Sharon Carson J.P. Morgan Asset Management Denise Clark U.S. Courts Josh Cohen Prudential Amy Conley Financial Engines Craig Copeland EBRI Sabrina Corlette Georgetown University Health Policy Institute Warren Cormier DCIIA RRC Kathleen Coulombe ACLI Virginia Cuadra Archdiocese of Washington Kristine Custodio Butterfield Schechter LLP John Cutler NASI Vinnie Daboul Sage Benefit Advisers Richard Davies Independent Consultant Erich Davis T. Rowe Price Raymond Decker AllianceBernstein Thomas DeRoche IFEBP Joshua Dietch T. Rowe Price Michael Doshier Franklin Templeton Lynn Dudley American Benefits Council Mike Dullaghan Putnam Irena Dushi Social Security Administration Zahra Ebrahimi EBRI Ali Esfahani USI Douglas Fisher American Retirement Association Kathy Floyd CPG Howard Fluhr The Segal Company Charles Ford US GAO Joanne Frangias State Street Target Retirement Paul Fronstin EBRI Kathleen George ICMA-RC Amanda Gilszmer IFEBP Ted Godbout American Retirement Association Susan Goldenson Mercer Toni Griffin MetLife Randi Griffin NRECA David Guilmette CIGNA Tara Gulla Prudential

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Patrick Hain National League of Cities Brett Hammond Capital Group Adrian Hanes AAMC Will Hansen The ERISA Industry Committee Amanda Harding AAMC Debbie Harrison National Business Group on Health John Hartman Rocaton Investment Advisors Catherine Harvey AARP Joseph Healy PIMCO Paul Heldman Heldman Simpson Partners Keren Hendel Congressional Budget Office Brooks Herman Strategic Insight Paula Hogan Hogan Financial Management Sarah Holden Investment Company Institute Cindy Hounsell WISER Diann Howland American Benefits Council Allen Huffman Investment Company Institute Jeff Hutson Indiana Public Retirement System (INPRS) Kathy Ireland K.D. Ireland Consulting Jan Jacobson American Benefits Council Joanne Jacobson Buck Betsy Jaffe EBRI Kevin B. Jenkins ADP- HCM Thomas Johnson Retirement Clearinghouse Rey Jomarron Millenium Trust Company Sam Jones Merck Marcy Keckler Ameriprise Elizabeth Kelly United Income Chin Kim Pacific Life Lorie Latham T. Rowe Price Stewart Lawrence Sibson Consulting John Lekel American Retirement Association Anne Lester JPMorgan Rivka Liss-Levinson Center for State and Local Government Excellence Neil Lloyd Mercer Michelle Long Kaiser Family Foundation Lori Lucas, CFA EBRI Elizabeth Lyons Institute of Museum and Library Services Sandy Mackenzie Self Employed Kevin Madden Hamilton Place Strategies Judy Mares Mares Financial Consulting Gail Marksjarvis Reuters Rachel Martin Bloomberg Law

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P.M. McDermott Ken McDonnell Bureau of Consumer Financial Protection Jane Meacham Business & Legal Resources (BLR) Jeanette Merrill NYC Council Finance Charles Miller Self Employed Tom Miller AEI Edmund Murphy Empower Retirement Doug Murray Voya Eunju Namkung American Benefits Council Diane Oakley NIRS Shaun O'Brien AFL-CIO Brian O'Konski United Food and Commercial Workers Gene Paranczak Vanguard Benjamin Parish NAIFA Kerry H. Pechter Retirement Income Journal Carolyn Pemberton America Saves Nancy Perry ACLI Matthew Petersen NAGDCA Jed Petty Wellington Management AnnMarie Pino Greenwald & Associates Marcene Pugh EBRI Louisa Quittman US Department of the Treasury Charles Rader UFCW Janneke Ratcliffe BCFP Jeannine Raymond NASRA Conway Reinders Social Security Advisory Board Donna Rosato Consumer Reports Jena Roscoe Operation HOPE Gary Rosenstein Nationwide Financial Tim Rouse SPARK Institute Dwight Sanders SE US Treasury Katherine Sauer National Endowment for Financial Education Stacy Schaus PIMCO CJ Schwartzrock NRECA Jessica Sclafani Cerulli Associates John Scott The Pew Charitable Trusts Andy See IFEBP Jason Seligman Investment Company Institute Alison Shelton Pew Charitable Trusts Robert Sichel K&L Gates Tami Simon The Segal Company Mike Skinner T. Rowe Price David Smith EBRI

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Ron Smith ICMA-RC James Smith Morningstar Joel Solomon National Education Association Jana Steele Callan Julie Stich IFEBP Christine Stokes Linda Stone WISER Fellow Jody Strakosch Strakosch Retirement Strategies, LLC Vickie Strickland Delta Air Lines Bonnie Summers BCBSA Jane Sung AARP Nicole Swift US Department of Labor Aron Szapiro Morningstar John Szczur NRECA Jim Szostek ACLI Emma Tatem Social Security Advisory Board Catherine Theroux LIMRA David Timmons Senate Committee on Finance Rusty Toler WISER Kenneth Townsend Jeff Tulloch MetLife John Turner Pension Policy Center Jack VanDerhei EBRI Elizabeth Varley Ameriprise Michele Varnhagen AARP James Veneruso Callan Cindy Vogl EBRI Phil Waldeck Prudential Michael Wechsler Pacific Maritime Association Mark Weinstein ICUBA Chris Weirath Morningstar G. William Hoagland Bipartisan Policy Center Spencer Williams Retirement Clearinghouse Diana Winalski International Paper Cathy Windfield-Jones NRECA

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