Awards

Connecting People, Making an Impact

DCIIA celebrates individuals who have distinguished themselves through the meaningful impacts they are making in their organizations, to our industry and in their communities with our annual awards recognition programs.

DCIIA Workplace Excellence Awards

This annual recognition program honors both Leaders and Rising Stars for their work to create community in the office as well as improve the quality of life outside of it.
The Workplace Excellence Awards Dinner is hosted in conjunction with DCIIA's Innovation Forum.

Cheers to Our Leaders & Rising Stars

Awardees

Award Type
Year
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Ali Ahmed
Vice President, Global Thought Leadership

Fidelity Investments

2024
Rising Star
Elizabeth Aidoo
Director of DEI and Spanish Language Services, Financial Planner

Francis LLC

2024
Leader
Michael Andeberhan
Sustainable Investing Strategist

State Street Global Advisors

2024
Leader
Karen Biddle Andres
Director, Impact Strategy and Partnerships; Project Director, Retirement Savings Initiative

Aspen Institute Financial Security Program

2024
Leader
Antonio Arduini
Director

BlackRock

2025
Leader
Marina Batliwalla
Principal

Mercer

2024
Leader
Claire Berry
Marketing Associate and Client Manager

Edelman Financial Engines

2025
Rising Star
Jonathon Breland
Director, Financial Services Data Strategy

OneDigital

2025
Rising Star
Tyndale Brickey
Women's Connect Group Co-Lead

Allspring Global Investments

2024
Leader
Stephen Briggs
Business Development Associate

Custodia Financial

2025
Rising Star
Kristin Brooks
Senior Product Development Support Analyst

Pacific Life Insurance Company

2024
Rising Star
Brandon Buckley
Junior Producer

Newfront Retirement Services, Inc.

2025
Rising Star
Dianna Carr-Coletta
Managing Director

PGIM Private Capital

2024
Leader
Karen Casillas
Vice President, Financial Advisor

CAPTRUST

2025
Leader
Christopher Ceder
Senior Retirement Strategist

Goldman Sachs

2025
Rising Star
Will Chau
Senior DC Investment Strategist

Allspring Global Investments

2024
Rising Star
Jeff Clark
Head of Defined Contribution Research

Vanguard

2024
Rising Star
Christine Collins
Women's Connect Group Co-Lead

Allspring Global Investments

2024
Leader
Sean Cribbin
Head of Retirement Product Solutions

Nuveen

2025
Rising Star
Rebecca Crockett
Senior National Account Manager

Franklin Templeton

2024
Leader
Jonica Crumley
Director, Product Management

Principal Financial Group

2025
Rising Star
Liam Curtin
Regional Director, DCIO CIT Distribution

FIS Reliance Trust

2025
Rising Star
Madhu Das
Vice President, Quality Engineering

Empower

2024
Rising Star
James Davidson
Senior Communication Consultant

Corebridge Financial

2024
Rising Star
Matthew Dolezalek
Sr. Strategic Relationship Manager

Pacific Life

2025
Rising Star
Pedro Dominguez
Financial Planner

Francis LLC

2025
Rising Star
Kelly Dunmore
Director, Retirement Programs

ITW

2025
Rising Star
Erika Eill
Vice President & Senior Actuarial Developer, Actuarial Technology & Systems

Segal

2024
Rising Star
Rene Eisele
Vice President, Relationship Management

Corebridge Financial

2024
Leader
Michael Esselman
Chief Investment Officer

OneDigital

2025
Rising Star
Meghan Farrell
Marketing Manager

Allianz Life Insurance Company of North America

2024
Rising Star
Kei Ferguson
Senior Manager, Talent Development, Retirement Plan Services

T. Rowe Price

2024
Rising Star
Ellery Fuliere
Front End Development Lead

Micruity

2024
Rising Star
Mack Fuller
Managing Director, Senior Portfolio Manager & Head of Sustainable Investing

PineBridge Investments

2025
Rising Star
Debra Gates
Manager, CAPTRUST at Work

CAPTRUST Financial Advisors

2024
Rising Star
Lauren Giordano
Research Analyst

Meketa Investment Group

2024
Rising Star
Kameka Grady
Vice President - People, Culture & Communications

Lincoln Financial

2024
Leader
Marci Green
Head of Retirement and Third-Party Insurance Distribution

Goldman Sachs Asset Management

2024
Leader
Megan Hart
Head of West Region

Allspring Global Investments

2025
Leader
Keith Hennessey
Chief Financial Officer

Bechtel Corp.

2024
Leader
Marc Howell
Managing Director, Enhanced Plan Design

Principal

2024
Leader
Eriko Hozumi
Managing Director, Deputy General Counsel & Chief Legal Officer, Japan

PineBridge Investments

2024
Leader
Edward Jenkins
Vice President, Corporate Communications Manager, EMEA & APAC

PineBridge Investments

2024
Rising Star
AJ Johnson
Business Coordinator IV

Principal Financial Group

2024
Rising Star
Lindsay (LJ) Jones
Assistant Vice President, Capital Markets Research

Callan

2024
Rising Star
Greg Kaplan
President, Retirement Services

Newfront Retirement Services, Inc.

2025
Leader
Katuri Kaye
Shareholder and DEI Director

Trucker Huss, APC

2024
Leader
Euphrasie Koffi
Manager

Ascensus

2025
Leader
Jamie Kramer
Chief Investment Officer, Global Head of Multi-Asset Solutions

JPMorgan Asset Management

2024
Leader
Steven Krichbaum
Director of Research, Equity

T. Rowe Price

2025
Leader
Rich Linton
President & Chief Operating Officer

Empower

2024
Leader
Jenny Logan
Senior Client Service Manager

Ascensus

2024
Rising Star
Alison Lonstein
Partner

NEPC

2024
Leader
Ana Mahony
CEO & Founder

Addition Wealth

2025
Leader
Lucian Marinescu
Head of Investments, Institutional & Retirement Solutions

Morningstar Investment Management

2025
Leader
Zhi Martinez
Sr. Director, Head of Strategy & Planning, Vanguard Workplace Solutions Advice & Wellness

Vanguard Group

2025
Leader
Brendan McCarthy
Head of Nuveen Retirement Investing

Nuveen

2025
Leader
Rylee McCarthy
Senior Communication Manager

Edelman Financial Engines

2024
Rising Star
Vidur Mehra
SVP - Defined Contribution

PIMCO

2025
Leader
Sona Menon
Partner, Head of North America Pension Practice

Cambridge Associates

2024
Leader
Kasey Miller
Marketing Manager

Francis LLC

2024
Rising Star
Jonathan Nolan
VP, Investment Consulting Services

Francis LLC

2025
Leader
Maureen O'Brien
Senior Vice President, Corporate Governance & Proxy Voting

Segal Marco Advisors

2024
Leader
Monica Oswald
VP, Retirement Operations

Principal Financial Group

2025
Leader
Martin Pasillas
Associate, Institutional Defined Contribution

BlackRock

2024
Rising Star
Beth Pattillo
Director, Retirement and Financial Programs

Leidos

2024
Leader
Cheryl Pipia
Head of Global Sales Management

T. Rowe Price

2024
Leader
Brynn Plummer
Vice President/Director, Diversity, Equity & Inclusion

AllianceBernstein

2024
Rising Star
Priya Punatar
Director, Strategic Research

Fidelity Investments

2025
Leader
Hunter Richardson
EVP, Chief Administrative Officer

FMOL Health

2025
Leader
Carmen Rive
Principal

Vanguard

2024
Leader
Kimberly Robinson
Relationship Manager

New York Life

2024
Rising Star
Avery Robinson
Senior Vice President and Head of Real Assets Consulting

Callan

2024
Leader
Paula Robinson
Senior Director

WTW

2024
Leader
Alejandro Roman
Director, Institutional Retirement Services

S&P Dow Jones Indices

2024
Leader
Yemi Rose
Founder, OfColor

Financial Finesse

2024
Leader
Bill Ryan
Managing Director, Head of Retirement Solutions

Carlyle

2025
Leader
Jeri Savage
Lead Retirement Strategist

MFS

2025
Leader
Michael Sawula
Senior Director of Automated Portfolio Solutions

Morningstar Investment Management

2024
Rising Star
Hannah Schriner
Managing Principal

Meketa Investment Group

2024
Leader
Sue Seitz
Director of Compensation & Benefits

Schwarz Partners

2025
Leader
Ed Shehan
Director, Workplace Benefits

Bank of America

2025
Leader
Tiffany Shi
Investment Director

Cambridge Associates

2025
Leader
Sidney Smith
Global Program Manager - Global Client Programs

Franklin Templeton

2024
Rising Star
Laura Stibol
Director

Bank of America

2024
Rising Star
Chris Stout
Head of National Markets

Pacific Life

2025
Leader
Carol Sung
Head of Global Retirement Plans

Bechtel Corp.

2024
Rising Star
Maria Surina
Managing Director

Cambridge Associates

2024
Rising Star
Shams Talib
Executive Vice President, Head of Workplace Consulting and Enterprise DB

Fidelity Investments

2024
Leader
Anuraag Tripathi
CEO and Co-Founder

Manifest

2025
Leader
Julie Varga
Senior Vice President, Product and Investment Specialist

Morningstar Investment Management

2024
Leader
Alvaro Vega
SVP

Callan

2025
Leader
Carol Waddell
Head of Retirement Solutions Group

Empower

2025
Leader
Kai Walker
Managing Director, Workplace Benefits Research and Inclusion Transformation

Bank of America

2024
Leader
Emily Watson
Senior Director

TIAA Institute

2024
Rising Star
Jennifer Wing
Director, Strategic Execution & Integration

Pacific Life

2024
Leader
Karen Witham
Vice President of Committees & Communications

DCIIA

2024
Leader
Bob Zieser
Vice President, Client Services Leadership Specialty Market

Ascensus

2024
Leader
Rachel Zou
Director, Multi-Asset Strategies & Solutions, Retirement Solutions

BlackRock

2024
Leader

Plan Sponsor Workplace Excellence Awards

Pensions & Investments (P&I) and the Defined Contribution Institutional Investment Association are introducing the P&I/DCIIA Workplace Excellence Awards for plan sponsors, a new program for 2026 recognizing executives who are strengthening workplace retirement plans and improving outcomes for participants. The awards nominations will launch in the spring and the inaugural awards recipients will debut at the DC West Conference, October 25-27 in Huntington Beach, California.

The initiative marks an evolution of P&I and DCIIA's long-running Excellence & Innovation Awards, first introduced in 2011, and presented annually at DC West. The new Workplace Excellence Awards program broadens the focus to recognize more plan sponsors and highlight leading practices across retirement plan management.

Each year, plan sponsors will be recognized in five categories (below):

  • Plan Design
  • Investments
  • Technology/Use of AI
  • Financial Wellbeing
  • Bright Idea

The program aims to showcase sponsors advancing innovation and strengthening retirement security for millions of employees across the U.S.

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