Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Compliance February 15, 2024
EBRI Appoints New Leaders to Board of Trustees
Sandy McCarthy of One America will chair the executive committee, and Lisa Margeson of Bank of America will chair the research committee.
Reported by Paul Mulholland
The Employee Benefit Research Institute has announced appointments to its board of trustees and executive committee.
Sandy McCarthy, the president of retirement services at OneAmerica Financial Partners Inc., will be chair of EBRI’s board of trustees and lead the executive committee. McCarthy previous served as vice-chair, according to the Wednesday announcement. She succeeds past chair Josh Cohen, a managing director at PGIM, who is now an emeritus member of the executive committee.
Jon Kessler, president and CEO of HealthEquity Inc., was named vice-chair of the board and executive committee. Lisa Margeson, a managing director of retirement research and insights at Bank of America, was named chair of the research committee.
The following were named at-large members of the executive committee:
Katie Hockenmaier, Mercer
Ed Murphy, Empower
Kelly O’Donnell, Edelman Financial Engines
Sri Reddy, Principal Financial
Justin Roberts, Amazon
Dan Rosshirt, Deloitte Consulting
Tami Simon, Segal
Eric Stevenson, Nationwide
EBRI, founded in 1978, is a nonprofit, independent resource organization that conducts research and provides education on critical issues relating to employee benefit programs in the United States.
« Smaller Accounts, Insurance Product Impact Debated at Hearing on Fiduciary Proposal