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U.S. Department of Labor
Employee Benefits Security Administration
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2018 Written Statements by Invited Witnesses and Issue Statements

June 19, 2018

Michael Hadley, Davis & Harman

Jon Forman

Kevin Hanney, United Technologies

Jack Towarnicky, Plan Sponsor Council of America (PSCA)

Mark Foley, TIAA

Marc Pester, Prudential Retirement

Elizabeth MacGowan, National Life Group, for Indexed Annuity Leadership Council (IALC)

David Ireland, State Street Global Advisors

Mark Fortier, NISA Investment Advisors

Christopher Jones, Financial Engines

Kelli Hueler, Hueler Companies

Neil Lloyd, Mercer, for Defined Contribution Institutional Investment Association (DCIIA)

Teresa Ghilarducci, The New School

Tony Webb, The New School

August 15, 2018

C. Frederick Reish, Drinker Biddle & Reath

David Certner, AARP

Michael Finke, The American College of Financial Services

Sarah Holden and Shannon Salinas, Investment Company Institute

Steve Vernon

Ted Goldman, American Academy of Actuaries

John Croke, Vanguard

Alison Borland, Alight Solutions

Tim Rouse, SPARK Institute

Jack VanDerhei, Employee Benefit Research Institute

Brigitte Madrian

Eileen Leahy, Siemens

Lynn Dudley, American Benefits Council

June 20, 2018

Marc Mayerson, The Mayerson Firm

Robert Duke, The Surety & Fidelity Association of America

Diane McNally, Segal Select Insurance

Norman Stein

August 16, 2018

Kevin Guillet, Marsh FINPRO

  • Lifetime Income Solutions as a Qualified Default Investment Alternative (QDIA) – Focus on Decumulation and Rollovers
  • Evaluating the Department’s Regulations and Guidance on ERISA Bonding Requirements and Exploring Reform Considerations
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