Global Committee

Supports development of multi‑national and non‑U.S. defined contribution plans by analyzing global plan design, monitoring legislative and market developments, and identifying best practices. It promotes cross‑border efficiencies, researches international DC systems, and creates practical resources—including case studies and sample governance materials—to help plan sponsors improve oversight, pricing, and operational effectiveness worldwide.

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Featured Committee Projects

Content is provided in brief, focused topic papers designed to provide a helpful overview of each area. Each asset class paper offers an overview of strategies/structures available and highlights key considerations for implementation and otherwise.

DCIIA Global Committee - Secretary-General, Cross-Border Benefits Alliance (CBBA)- Europe

In April 2021, Francesco Briganti, Secretary-General, Cross-Border Benefits Alliance (CBBA)-Europe was a featured guest speaker at a meeting of DCIIA’s Global Committee. This paper shares highlights from his remarks.

Defined Contribution Country Reference

As part of its ongoing assessment of the global defined contribution (DC) savings industry, the DCIIA Global Committee conducted an initial survey of 10 key markets. This report summarizes basic information about market size, structure, contributions, distributions, investment design, recordkeeping, administration, retirement income, and taxation.

Chris Weirath

Chair

Morningstar, Inc.

Brian Abshire

Vice Chair

Aon

Ed Adams

IBM

Ali Ahmed

Fidelity Investments

KC Boas

Aspen Institute

Susy Carvalho

IBM

Jason Chepenik

OneDigital

Heidi Cho

Transamerica

Josh Cohen

PGIM/Prudential/Jennison Associates

Catherine Collinson

Transamerica Institute

Erin Donnelly

Corebridge Financial

Katalin Egyed, CFA, CAIA

LCG Associates

Kelly Geloneck

Groom Law Group

Steffen Heij

Transamerica

Pamela Hess

J. P. Morgan

Stephen (Steve) Huber

The Federal Retirement Thrift Investment Board

Aruna Jain

Mercer

Aruna Jain

Mercer

Adam Kornegay

AllianceBernstein

Marla Kreindler

Morgan, Lewis and Bockius

Adam J. Laubacker

LCG Associates

Toni London

DCIIA

Chris Lyon

Goldman Sachs Asset Management

James Martielli

Vanguard

Lisa Massena, CFA

Massena Associates

Joan McDonagh

Kristin O'Donnell

Wellington Management

Gaobo Pang

TIAA/Nuveen

Don Powers

Goldman Sachs

Preet Prashar

Mercer

Aliya Robinson

T. Rowe Price

Bill Ryan

The Carlyle Group

Liesel Scheepers

Leidos

Janice Sengupta

Oricia Smith

Sun Life Global Investments

Martha Spano

Gallagher

Jody Strakosch

Strakosch Retirement Strategies

Jerry Tate

Transamerica

Matthew Waz

Raymond James Investment Management

Matthew Williams

Franklin Templeton