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United States Department of Labor
U.S. Department of Labor
Employee Benefits Security Administration
ESPAÑOL 1-866-444-3272

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Breadcrumb
  • EBSA
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  • ERISA Advisory Council

2020 Written Statements by Invited Witnesses and Issue Statements

Bruce McNeil, Plan Sponsor Council of America 
September 17, 2020

Jeff Acheson, Independent Financial Partners 
September 17, 2020

Richard Skillman, Caplin & Drysdale
September 18, 2020

Norman Stein
September 18, 2020

Jack Towarnicky, American Retirement Association
October 22, 2020

Trisha Morrison, The Pangburn Group
October 22, 2020

Mark West, Principal Financial Group
October 22, 2020

Sheldon Smith, Retired, Bryan Cave Leighton Paisner
October 22, 2020

Mark Poerio, The Wagner Law Group
October 22, 2020

Barry Downey, Smith & Downey, P.A.
October 22, 2020

Jason Stephens, CAPTRUST
October 23, 2020

Michael Webb, Cammack Retirement Group
October 23, 2020

Arthur Kohn, Citigroup
October 23, 2020

Michael Hagenlock, National Adult Protective Services Association 
September 17, 2020

Annalee Kruger, Care Right, Inc.
September 17, 2020

Lisa Tassara, Charles Schwab Client Services
September 17, 2020

Naomi Karp, Stanford Center on Longevity (Presentation)
September 17, 2020

Lisa Schifferle, Consumer Financial Protection Bureau 
September 17, 2020

Anna Rappaport, Anna Rappaport Consulting (Presentation)
September 18, 2020

Marti DeLiema, School of Social Work, University of Minnesota
September 18, 2020

Steve Vernon, Stanford Center on Longevity (Presentation)
September 18, 2020

Norman Stein, Pension Rights Center
September 18, 2020

Warren Cormier, DCIIA
October 22, 2020

Tim Rouse, SPARK
October 22, 2020

Michele Kryger, AIG
October 22, 2020

Howard Silverstone, AICPA
October 22, 2020

Jan Jacobson, American Benefits Council
October 23, 2020

Christine Hanna, Fidelity
October 23, 2020

  • Examining Top Hat Plan Participation and Reporting
  • Considerations for Recognizing and Addressing Participants with Diminished Capacity
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United States Department of Labor
Employee Benefits Security Administration

An agency within the U.S. Department of Labor

200 Constitution Ave NW
Washington, DC 20210
1-866-4-USA-DOL

1-866-487-2365
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