Retirement Income Committee

The Retirement Income Committee advances research, education, and fiduciary best practices for institutional retirement income solutions, shaping industry dialogue around participant outcomes. It serves as a resource for education, operational standards, portability, and regulatory clarity; supports both guaranteed and non‑guaranteed income options; and helps plan sponsors evaluate, compare, and oversee retirement income offerings. The committee also builds partnerships and conducts research to expand understanding of lifetime income solutions.

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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.

Retirement Tier - Are Partial Distributions for Retirees Right for Your Plan? | Paper #5

Assess the pros and cons of a key retirement tier decision — whether, how, and to what extent to allow/not allow retirees to stay in the plan and take partial withdrawals.

Retirement Tier Series Overview | Paper #1

Start here for an overview of the entire white paper series plus the infographic seen on this page.

Full Retirement Tier Series with Resources

The full white paper and all resources are available in one pdf.

Retirement Tier - Why Now? | Paper #3

Find out why the need to assist retirees and near retirees is being elevated in importance. Reasons include the sheer number of people approaching retirement, the complexity of choices that need to be made and new developments that are making offering assistance and support at and during retirement easier.

Retirement Tier - Putting it Into Practice | Paper #4

Discover how a plan sponsor can create a retirement tier and learn from three hypothetical case studies that are designed to highlight how the process of developing a retirement tier need not be especially complex.

Retirement Tier - What is it? | Paper #2

Learn how a retirement tier fits in with a plan's investment tiers. Common misconceptions about the retirement tier and potential components are discussed.

Jamie McAllister

Chair

Callan

Karen Neeley

Vice Chair

Pacific Life

Sarah Abernathy

Envestnet Retirement Solutions

Tiffany Allen

Principal

Edward Angel

Fluor Corporation

Meenu Annamalai

Brookfield Asset Management

Ashwini Apte

Apollo Global Management/Athene

Rob Bacher

RBC Total Rewards

Daryle Barnard

Bank of America/Merrill Lynch

Ken Bayne

AllianceBernstein

Kathleen Beichert

Jay Binstock

Capital Group

David Blanchett

PGIM/Prudential/Jennison Associates

Sarah Boctor

RVK, Inc.

Deb Boyden

Schroders

Kristan Boyle

Alight Solutions

Toni Brown

Toni Brown Consulting, LLC

Charlie Burgdorf

Esti Buskin

TIAA/Nuveen

Nick Cangiani

NISA Investment Advisors

Cameron Carr

CAPTRUST

Victoria Carrigan

Capital Group

Sharon Carson

J. P. Morgan

Brooke Chambers

TIAA/Nuveen

Carol Chan

Inter-American Development Bank

Irene Connelly

Leidos

Ralph Corasaniti

PGIM/Prudential/Jennison Associates

David Cruz

New York Life

Deirdre Curry

Dodge and Cox

Ankul Daga

Vanguard

Vibhor Dave

Vanguard

Ely De Gracia

Genentech

Jennifer DeLong

AllianceBernstein

Anthony DePalma

Alight Solutions

Kathryn Delcavo

PGIM/Prudential/Jennison Associates

Linda Delivorias

YMCA Retirement Fund

Andrew Dierdorf

Fidelity Investments

Joshua Dietch

NMG Financial Services Consulting

Matthew Dolezalek

Pacific Life

Alison Douglass

Goodwin Procter

Christian Eicher

Willis Towers Watson

Jeff Eng

Blackstone

Jodi Epstein

Ivins, Phillips and Barker

Anna Fang

Cerulli Associates

Katherine Fast

Dodge and Cox

Hailey Fields

Multnomah Group

Brett Fisher

Principal

Tracey Foley

Principal

Mary Beth Glotzbach

Fidelity Investments

Jennifer Glowacki

Corebridge Financial

Chris Goebel

NISA Investment Advisors

Lee Gold

Mercer

Lisa Greenwald

Greenwald Research

Ryan Grosdidier

SS&C Technologies, Inc.

James Headley

Lincoln Financial Group

Elizabeth Heffernan

Micruity

Carmen Heredia-Lopez

BCBSA

Pamela Hess

J. P. Morgan

Tom Heuer

Wealthspire

Jeff Holt

Morningstar

Wei-Yin Hu

Edelman Financial Engines

Brad Huss

Trucker Huss

Heather Ilacqua

Fidelity Investments

Aruna Jain

Mercer

Aruna Jain

Mercer

Ashwini Jambekar

PGIM/Prudential/Jennison Associates

Warren Jennings

iJoin

William Johnson

Fidelity Investments

Ann Jonas

Fidelity Investments

Sean King

SageView Advisory Group

Daniel Klatzkin

New York Life

Tim Kohn

Whole Foods Market

Adam Kornegay

AllianceBernstein

Marla Kreindler

Morgan, Lewis and Bockius

Ali Leitgeb

Callan

Ken Levine

RTX

Howard Li

AllianceBernstein

Neil Lloyd

Mercer

Spencer Look

Morningstar

Omar Love

Capital Group

Rick Luchinsky

American Century Investments

Chris Lyon

Goldman Sachs Asset Management

Brendan MacKenzie

Wellington Management

Glenn Macdonald

New York Life

Manish Malhotra

Income Discovery

Kevin Mansfield

New York Life

Bill Marshall

NISA Investment Advisors

Lisa Massena, CFA

Massena Associates

Jamie McAllister

Callan

Sean McCaffery

Fiducient Advisors

Joan McDonagh

Chris McGlynn

Pacific Life

Vidur Mehra

PIMCO

Lavina Mehta

Franklin Templeton

Bob Melia

Institutional Retirement Income Council (IRIC)

Nate Miles

Allspring Global Investments

Charles Millard

Apollo Global Management/Athene/Vitera

Steven Mollo

BNY/Mellon Capital/Newton

Angela Montez

Eversheds Sutherland

Katherine Moore

Lincoln Financial Group

Beau Morrison

Willis Towers Watson

David Musto

Ascensus