Retirement Income Symposium 2023 | Institutional Investor | 13 June 2023 | Virtual

There is no dearth of ideas when it comes to crafting retirement income solutions these days, from in-plan products to personalized strategies. As they proliferate, the industry will be watching how these different solutions adapt and blossom.

2023 Speakers

William Chau
Senior Defined Contribution Investment Strategist, Multi-Asset Solutions, Allspring Global Investments

Wei-Yin Hu
Vice President, Financial Research, Edelman Financial Engines

Henry (Hank) Levy
Treasurer-Tax Collector/Plan Trustee, Alameda County (CA)/ACERa

Beth Pattillo
Director, Retirement Programs, Leidos

Paula Smith
Head of DC and College Savings Products, Voya Investment Management

Tamiko Toland
Head of Lifetime Income Strategy and Research, TIAA

James Veneruso
Head of DC Product Strategy, State Street Global Advisors

Diana K. Winalski
Deputy Chief Investment Officer, International Paper Company

ADVISORY BOARDS:

Bernie Knobbe
Vice President, Global Benefits, AECOM (Chair)

Liz Kindseth
Director, Retirement Benefits, Allied Universal

Paul Visconti
Director, Retirement Programs & Investments, Avangrid

Sandy Blair
Administrator, California State Savings Plus Program

Beth Claar
General Manager of Benefit Plan Investments, Chevron

Vicky Erwin
Senior Investment Director, Pensions and Benefits, Eli Lilly & Co.

Chip Weule
Chief Benefits Officer, Fire and Police Pension Association of Colorado

Kyle Cotrufello
Benefits Program Manager, US Benefits, Google

Roger Paschke
Chief Investment Officer, Hearst Corporation

Judy Vo
Benefits Program Manager, Retirement, Intuit

Michael Jabs
Senior Manager of Pensions, Kraft Heinz Company

Beth Pattillo,
Director, Retirement Programs, Leidos

Shafer Smith
Portfolio Manager, Public Equities, Lockheed Martin

Marco Diaz
Senior Vice President, Global Head of Benefits, News Corporation

Ron Shaw
Financial Wellbeing & Retirement Manager, Paychex

Chad Ryan
Head of Total Rewards, Americas, Phillip Morris International

Margaret ‘Peggy’ Haering
Counsel & Assistant Director, Healthcare Policy & Benefits, State of Connecticut Retirement Plans & Trust Fund

Rob Boehmer
Executive Officer, State of Nevada Public Employees’ Deferred Compensation Program

Anita Volta
Executive Director of Benefits, Sutter Health

Martin Bauer
Senior Managing Director, Benefit Plans, Wespath Investment Management

2023 Sponsors

LEAD SPONSOR:
• TIAA

CO SPONSOR:
• Allspring Global Investments
• Edelman Financial Engines
• State Street Global Advisors
• Voya Investment Management