Retirement Income Conference 2023 - New York | Pensions & Investments | 15 June 2023 | @Ease 1345, Concourse Level, 1345 6th Ave, New York, NY 10105, USA

The intensified focus on retirement income by plan sponsors today extends across investment plan design and enhanced financial wellness programs to the consideration of in-plan and default lifetime income options. A host of regulatory, operational, and cost complexities continue to be challenging. Our panels will address these and other issues, including the latest regulatory updates including SECURE 2.0, innovative options, wish lists, and how plan sponsors can best move forward to interweave solutions into their plan. You’ll hear from plans who have introduced new components and refreshed their plan design, as retirement income becomes a critical benefit and a retention tool that can meet the needs of a changing workforce.

2023 Speakers

Gay Lynn Bath
Director of Retirement Plans Management, University of Oregon

Chris Bendlak
Manager 401K & Pension Plans, Xerox Corporation

Mark Burgreen
Managing Counsel, Employment Compensation, Benefits & Tax, Lucid Motors

Kate Castello
Associate Director, Retirement Planning, Yale University

Shirley Cheung
Director, Total Rewards Global Risk, Comcast NBCUniversal

J. Brian Coleman
Vice President, Total Rewards, Dawn Food Products

Robert W. Crothers
Managing Director, BlackRock

Brendan Curran
CFA, Head of Defined Contribution, Americas, State Street Global Advisors

Jaime Erickson
MBA, Director, Retirement Plans (US & Puerto Rico), Abbott Laboratories

Greg Fox
CFA, Partner, Head of Retirement Income Solutions, Aon

Elizabeth Goldberg
Partner, Morgan Lewis & Bockius LLP

Justin Harvey
CFA, ASA, Solutions Strategist for Multi-Asset Solutions, T. Rowe Price

Mark Iwry
Former Senior Advisor to the Secretary of the Treasury and Deputy Assistant Secretary for Retirement, The Brookings Institution

Josh Jessup
General Manager, Global Retirement and Mobility, Delta Air Lines

Shaila Karim
Chief Investment Officer, LSC Communications

Lianne Kenealy
VP, Direct Sponsor Relationship, Edelman Financial Engines

Sarah Loving
Manager of Retirement Investments, HCA Healthcare

Jesse Mark
Director of Employee Planning Strategy, Edelman Financial Engines

Brendan McCarthy
Head of Nuveen Retirement Investing, TIAA

Vidur Mehra
Sr. Vice President, PIMCO

Christopher Nikolich
Head of Glide Path Strategies (US)—Multi-Asset Solutions, AllianceBernstein

Drew O'Brien
Director of Investments, Nokia

AJ Padilla
Chairperson Deferred Compensation Committee, City of Austin

Diane Pastore
Director of Conference Programming, Pensions & Investments

Sue Rutherford
Retirement Plans Manager, Northwestern University

Urvashi Saigal
Director of Benefits, Danone

Chantel Sheaks
Vice President, U.S. Chamber of Commerce

Tom Shingler
Senior Vice President, Callan LLC

Paula Stafford
Sr. Finance Director, Global Defined Contribution, The Dow Chemical Company

Julie Stapel
Partner, Morgan Lewis & Bockius LLP

Andrew Stumacher
Managing Director—Custom Defined Contribution Solutions, AllianceBernstein

Greg Ungerman
CFA, Senior Vice President & Defined Contribution Practice Leader, Callan LLC

Diana Winalski
Deputy Chief Investment Officer, International Paper Company

2023 Sponsors and Partner

• Alliance Bernstein
• BlackRock
• Pimco
• State Street
• T.Rpwe Price
• TIAA

ASSOCIATE SPONSOR:
• Edelman Financial Engines

PARTNER:
• AON