Plan Design & Administration Committee
The Plan Design & Administration Committee provides a forum for sharing best practices in plan design and administration, including the use of institutional investment approaches. It supports plan sponsors by benchmarking plan features and governance standards, encourages strong operational practices, delivers education tailored to multiple audiences, and serves as an operational and technical resource for projects led by other DCIIA committees.
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.
Committee Members
Simon Franklin
Empower
Sue Walton
Capital Group
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
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
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