2015 Written Statements by Invited Witnesses and Issue Statements | United States Department of Labor

United States DEPARTMENT OF LABOR

2015 Written Statements by Invited Witnesses and Issue Statements

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Model Notices and Plan Sponsor Education on Lifetime Plan Participation

Bruce Ashton, Drinker Biddle & Reath, for IRIC
August 19, 2015
Jennifer Benz, Benz Communications
August 19, 2015
Jennifer Flodin, Plan Sponsor Advisors
August 19, 2015
Jeffrey Levy, Cammack Retirement Group
August 19, 2015
Lew Minsky, Defined Contribution Institutional Investment Association
August 19, 2015
Lisa Mancini Peare, Fidelity Investments
August 19, 2015
Hugh Penney, Yale University
August 19, 2015
Jeffrey Stein, Nationwide
August 19, 2015
Gerri Walsh, FINRA
August 19, 2015
Kyle Cavanaugh, Duke University
May 27, 2015
Pat Haverland, Siemens Capital Company
May 27, 2015
Jean Roma, Citi Global Benefits
May 27, 2015
Warren Cormier, Boston Research Technologies
May 27, 2015
Brigitte Madrian, John F. Kennedy School of Government
May 27, 2015
Robert Hunkeler, International Paper, for Committee on Investment of Employee Benefit Assets (CIEBA)
May 27, 2015
Punam Keller, Dartmouth College
May 27, 2015
Bradford Campbell, DrinkerBiddle
May 27, 2015
Evan Giller, Boutwell Fay LLP and Robert Toth, Law Office of Robert J. Toth, Jr.
May 27, 2015
Emily Brown, Pension Action Center
May 27, 2015
Liz Davidson, Financial Finesse
May 27, 2015
David John, The Retirement Security Project, The Brookings Institution
May 27, 2015

Model Notices and Disclosures for Pension Risk Transfers

Ted Beck, National Endowment for Financial Education and Karen Richman, Notre Dame University
August 18, 2015
Karin Feldman, AFL-CIO
August 18, 2015
Jonathan Forman, University of Oklahoma College of Law
August 18, 2015
Cindy Hounsell, WISER
August 18, 2015
Wade Pfau, The American College
August 18, 2015
Jane Smith, Pension Rights Center
August 18, 2015
Steve Vernon, Rest-of-Life Communications
August 18, 2015
Stephen Wendel and Aron Szapiro, Morningstar
August 18, 2015
Erzo Luttmer, Dartmouth College
May 28, 2015
Annamaria Lusardi, The George Washington University School of Business
May 28, 2015
William Kadereit, National Retiree Legislative Network
May 28, 2015
Stephen Silverberg, Law Office of Stephen J. Silverberg, P.C., on behalf of National Academy of Elder Law Attorneys
May 28, 2015
Edward Stone, Edward Stone Law, P.C., on behalf of ProtectSeniors.Org/Association of BellTel Retirees
May 28, 2015
Matthew McDaniel, Mercer
May 28, 2015
Ellen Kleinstuber, American Academy of Actuaries Pension Committee
May 28, 2015
Roberta Rafaloff, MetLife
May 28, 2015
Gary Baker, CANNEX Financial Exchanges
May 28, 2015
Robert Newman, Covington & Burling LLP
May 28, 2015
Craig Rosenthal, Mercer, on behalf of the American Benefits Council
May 28, 2015

Security and Privacy Risks Related to Model Notices and Disclosures

Stephen Wilkes, Wagner Law Group
May 29, 2015
Thomas Doughty, Prudential Insurance Company
May 29, 2015
Mark Lobel, PricewaterhouseCoopers
May 29, 2015
David Dunne, TIAA-CREF
May 29, 2015

2015 Issue Statements for the ERISA Advisory Council

These documents were produced by the Advisory Council on Employee Welfare and Pension Benefit Plans, which was created by ERISA to provide advice to the Secretary of Labor. Their contents do not necessarily represent the position of the Department of Labor.