Section Committee - Committee on Post-Retirement Needs and Risks

This committee initiates and coordinates the development and maintenance of educational materials, continuing education programs and research related to risks and needs during the post–retirement period. This includes making data accessible on these risks, modeling these risks and methods to manage these risks.

  • Officer
  • Anna M. Rappaport, Chairperson

  • Staff Partner
  • Andrew J. Peterson

  • Members
  • Chet Andrzejewski
  • Joseph Austin Applebaum
  • Barbara A. Beckmann
  • Carol A. Bogosian
  • Elizabeth S. Byrd
  • Todd Bryden
  • Linda Chow
  • Steve P. Cooperstein
  • John B. (Jack) Cumming, Retired
  • Janet G. Deskins
  • Ronald Gebhardtsbauer
  • Ross Mark Krinsky
  • Connie S. Lam
  • Grace Lattyak
  • Cynthia L. Levering
  • Sandy Mackenzie**
  • Tonya Bowman Manning
  • Barbara S. Marder
  • Laura L. Mitchell*
  • Stephen Mitchell†
  • Steven C. Newman
  • John M. O'Sullivan
  • Richard C. Pretty
  • Noor Rajah
  • Zenaida M. Samaniego
  • Steven W. Schoonveld
  • Richard G. Schreitmueller
  • Eric T. Sondergeld
  • John Turner‡
  • Steve Vernon
  • Teresa Russ Winer
  • Henry N. Winslow

  • Staff Support Person
  • Jane Lesch

  • Interested Parties
  • Loida Abraham, LTC Edge
  • Nevin E. Adams, American Society of Pension Professionals & Actuaries (ASPPA)
  • Laith Alattar, Social Security Administration
  • Gretchen E. Alkema, The SCAN Foundation
  • Steve Alpert, Lifetime Income Advisory LLC
  • John Ameriks, Vanguard Center for Retirement Research
  • Gary Anderson, Texas Municipal Retirement systems
  • Tom Anichini, Guided Choice
  • Dana Anspach, Sensible Money, LLC
  • Pablo Antolin, OECD
  • Kristen Arnold, National Academy of Social Insurance (NASI)
  • Vickie Bajtelsmit, Colorado State University
  • Azita Bassiji, Aon Hewitt
  • Edward Bartholomew, Consultant
  • Hazel Bateman, University of New South Wales
  • Laurel Beedon, National Academy of Social Insurance
  • Alex Beer, Department for Work and Pensions (UK)
  • Stephanie Bell-Rose, TIAA-CREF
  • Bradley D. Belt, Palisades Capital Advisors, LLC
  • Christine E. Bishop, Schneider Institute for Health Policy, Brandeis University
  • David Blake, Cass Business School, Pensions Institute
  • David S. Blitzstein
  • Zvi Bodie, Boston University School of Management
  • Dorothy Bossung, Lowery Asset Consulting
  • Lans Bovenberg, NETSPAR
  • Jeffrey R. Brown, University of Illinois
  • Jeremy Burke, RAND Corporation
  • Barbara Butrica, The Urban Institute
  • Stacy Canan, Consumer Financial Protection Bureau
  • James H. Carr, Center for American Progress
  • Erik Carter, Financial Finesse Inc.
  • Sewin Chan, New York University
  • Judy J. Chapa, Financial Services Roundtable
  • Peng Chen, Ibbotson Associates
  • Stephen Chen, NewRetirement, Inc
  • Lo Linda Chow, Ernst & Young
  • Dr. Lain Clacher, Leeds University Business School
  • Prof. Gordon L. Clark, Smith School University of Oxford
  • Joshua R. Cohen, Russell Investments
  • Harry Conaway, Employee Benefit Research Institute
  • Craig Copeland, EBRI
  • Roderick B. Crane, TIAA–CREF
  • Diana Crossan, Retirement Commission, New Zealand
  • Jeff N. Cruz, U.S. Senate Special Committee on Aging
  • John Cutler, U.S. Office of Personnel Management
  • Sharon Danes, University of MN, Dept. of Family Social Science
  • Jon Dauphin, AARP Public Policy Institute
  • Liz Davidson, Financial Finesse, Inc.
  • E. Philip Davis, national Institute of Economic & Social Research
  • Richard A. Davies, Alliance Bernstein
  • Marius de Toit, Financial Service Board (South Africa)
  • Mark Dennis, Financial Finesse, Inc.
  • Elizabeth (Betsy) Dill, Mercer
  • Monica Dragut, Mercer
  • Matthew Drinkwater, LIMRA International
  • Tim Driver, RetirementJobs.com, Inc.
  • Irena Dushi, Social Security Administration
  • Robert T. Eaton, Milliman Inc.
  • Tiffany Caufield Eaton
  • Nora Dowd Eisenhower, Consumer Financial Protection Bureau Office for Older Americans
  • Douglas J. Elliott, Center on Federal Financial Institutions
  • Carroll L. Estes, Institute for Health & Aging, University of California
  • Christine S. Fahlund, T. Rowe Price Investment Services, Inc.
  • Tom Feltner, Woodstock Institute
  • Edward Ferrigno, Profit Sharing Council of America
  • Jason Fichtner, George Mason University
  • Michael S. Finke, Texas Tech University
  • James L. Flanagan, Bentron Financial Group, Inc.
  • Maggie Flowers, Wider Opportunities for Women
  • Deborah K. Forbes, The Committee on Investment of Employee Benefit Assets (CIEBA)
  • Lynn Franzoi, LLF Consulting
  • Rebecca Frasher, State Teachers Retirement System of Ohio
  • Gregory Freeman, Strategic Stewardship
  • Deborah L. Frett, Business and Professional Women's Foundation
  • Robert B. Friedland, National Academy on Aging
  • Richard K. Fullmer, T. Rowe Price
  • Wayne Gates, Consultant
  • Martha Gaudet, Strategic Advisers, Inc.
  • C. Ian Genno, Ofc of the Superintendent of Financial Institutions Canada
  • Shelley Giordano, Longevity View Associates
  • John R. Gist, American Association of Retired Persons
  • Howard Gleckman, The Urban Institute
  • Gregory G. Gocek, Gocek Consulting, LLC
  • Gopi Shah Goda, Stanford University
  • Theodore A. Goldman, American Academy of Actuaries
  • Joshua Gotbaum, Pension Benefit Guaranty Corporation
  • Poobalan Govender, Old Mutual
  • Kelly Greene, BlackRock
  • Matthew Greenwald, Matthew Greenwald & Associates
  • C. David Gustafson, Pension Benefit Guaranty Corp.
  • Stacy Gutschenritter, Union Bank & Trust
  • Sam Gutterman, PricewaterhouseCoopers LLP
  • Shanique (Nikki) Hall, NAIC Center for Insurance Policy and Research
  • Kevin T. Hanney, United Technologies Corporation
  • Sally Hass, Weyerhaeuser Co.
  • Colson Hayes, Allianz Life Insurance Company of North America
  • Cynthia Hayes, Merrill Lynch
  • Peter Heller, International Monetary Fund
  • Marilyn Hennessy, Retirement Research Foundation
  • Abraham Hernandez, Vitalis (Mexico)
  • Catherine Hill, American Association of University Women
  • Paul Hodge, Harvard University
  • Paula Hogan, Hogan Financial Mgmt.
  • Barbara Hogg, Hewitt Associates
  • Sarah Holden, Investment Company Institute
  • Jamie Hopkins, The American College
  • Cindy Hounsell, Women's Institute for a Secure Retirement
  • Susan N. Houseman, W.E. Upjohn Institute
  • Kelli Hueler, Hueler Companies
  • H. Allan Hunt, W.E. Upjohn Institute
  • Michael Hurd, Rand Corporation
  • Keith Hylind, MetLife
  • Howard M. Iams
  • R. Evan Inglis, The Terry Group 
  • J. Mark Iwry, Brookings Institution
  • Estelle James, Consultant
  • Heather E. Jerbi, American Academy of Actuaries
  • Charles Jeszeck, U.S. Accountability Office (GAO)
  • David C. John, Public Policy Institute, AARP
  • James L. Jones, Deloitte Consulting LLP
  • David Kaleda, Groom Law Group – Chartered
  • Nancy Kichak, U.S. Office of Personnel Management
  • Raymond J. Kirk, Retired
  • Linda Koco, Consultant
  • Tim Kohn, Dimensional
  • Leslie Kramerich, Investment Company Institute
  • Olena Berg Lacy, Financial Engines
  • Sharon Lacy
  • Cary O. Lakenbach, Actuarial Strategies Inc.
  • David Lehrer, U.S. Government Accountability Office
  • Jules Lichtenstein, U.S. Small Business Administration
  • David A. Littell, The American College
  • Neil Lloyd, Mercer
  • Jerry N. Loterman, Aon Hewitt
  • Deborah Lucas, MIT Sloan Management
  • Lori Lucas, Callan Associates Inc.
  • Martin Kristofer Lunnon, Government Actuary's Department, London, UK
  • Annamaria Lusardi, Dartmouth College
  • Maya MacGuineas, New America Foundation
  • Dennis Mahoney, Wharton School of Business at the University of PA
  • Marcia Mantell, Mantell Retirement Consulting, Inc.
  • David Manuszak, Retired
  • Judith Mares, U.S. Department of Labor
  • Dennis Martin, OneAmerica™
  • Chris Mayer, Longbridge Financial
  • Lou Mazawey, Groom Law Group
  • Lawrence J. (Mac) McCarthy, McCarthy Actuarial Consulting
  • Stephen McConnell
  • Richard P. McHugh, PSCA (Plan Sponsor Council of America)
  • Laraine McKinnon, Black Rock Investments LLC
  • Bruce McNeil, Littler Mendelson PC
  • Kim McSheridan, Retirement Income Industry Association (RIIA)
  • Irene Meader, U.S. Office of Personnel Management
  • Betty Meredith, International Foundation for Retirement Education
  • Rick Miller, Sensible Financial Planning
  • John N. Migliaccio, MetLife Mature
  • Lew Minsky, Defined Contribution Institutional Investment Assn.
  • Bernard Morency, Retired
  • Anne Montgomery, National Academy of Social Insurance (NASI)
  • Bridget Moser, KPMG LLP
  • Jessica Mosher, OECD
  • Gary Mottola, FINRA Investor Education Foundation
  • Janemarie Mulvey, SBA Office of Advocacy
  • Sally M. Natchek, International Foundation of Employee Benefit Plans
  • Ronald C. Nelson
  • Joseph Nichols, FTI Consulting
  • Chris O'Flinn
  • Diane Oakley, National Institute on Retirement Security
  • Anne Obersteadt, NAIC Center for Insurance Policy and Research
  • Michael Orszag, Towers Watson
  • Dan R. Osterhout, Community Senior Capital
  • Beverly Orth
  • Hector, L. Ortiz, Consumer Financial Protection Bureau
  • Leslie E. Papke, Michigan State University
  • Sunit R. Patel, Fidelity Investments
  • Pamela Perun, Consultant
  • Michael Walter Peskin, Morgan Stanley Investment Management
  • Anna Petrini, National Conference of State Legislatures (NCSL)
  • Wade D. Pfau, The American College
  • John W.R. Phillips, National Institute on Aging
  • Beth Pickenpaugh, Fullen Financial Group
  • Robert E. Pike, Stratford Advisors
  • Valérie Pirktl
  • Lisa C. Plymate, Doctors of America
  • James Poterba, National Bureau of Economic Research
  • Robert Powell, Market Watch/Dow Jones
  • Kathleen Quinn, National Adult Protective Services Assoc. (NAPSA)
  • Dory Rand, Woodstock Institute
  • Kenneth A. Raskin, King & Spalding LLP
  • William Rayner, Government Actuary’s Department (UK)
  • Donald Redfoot, AARP
  • Cordelia Reimers, Hunter College
  • Virginia Reno
  • Stuart Ritter
  • Sara Rix, AARP Public Policy Institute
  • Linda Rocco, Retired
  • David Rogofsky, Social Security Administration
  • Jane L. Ross, Social Security Administration
  • Joanna Rotenberg, Office of Strategic Management, BMO Financial Group
  • Adam Rust, Reinvestment Partners
  • Dallas Salisbury, Employee Benefits Research Institute (EBRI)
  • Alison Salka, LIMRA
  • Richard C. Salmen, Gtrust Financial Partners
  • David K. Sandberg, Allianz Life Insurance Co. of NA
  • Stacy Sanders, Medicare Rights Center
  • Suzanne Schmitt, Fidelity
  • Gerald F. Schnurr, Retired
  • Andrea Sellars, Retired
  • Richard C. Shea, Covington & Burling LLP
  • Steven C. Siegel, Society of Actuaries
  • David Sinclair, International Longevity Center-UK
  • Ryan William Son Kee, RBC Dominion Securities
  • Catherine Love Soper, Punter Southall Transactions
  • P.J. Eric Stallard, Duke University
  • Meir Statman, Leavey School of Business
  • Kathleen A. Stewart, Fiduciary Research
  • Julie Stich, International Foundation of Employee Benefit Plans
  • Karin Maloney Stifler, True Wealth Advisors, LLC
  • Linda K. Stone, Retired
  • Janet Stotsky, International Monetary Fund
  • Jody Strakosch, Strakosch Retirement Strategies, LLC
  • Barbara Stucki, National Council on Aging
  • Beth Sutherland, TIAA and CREF Income Products
  • Kenn Tacchino, Widener University
  • Pamela Teaster, University of Kentucky
  • Eileen J. Tell, Independent Consultant
  • Susan Thorp, The University of Technology – Sydney
  • Sandra Timmermann, MetLife Mature Market Institute
  • Thomas O. Toale, U.S. Pensions MetLife
  • Frank Todisco, U.S. Government Accountability Office
  • Joseph A. Tomlinson, Tomlinson Financial Planning, LLC
  • Jack Towarnicky, Willis North America
  • Robert K. Triest, Federal Reserve Bank of Boston
  • Deborah Tucker, National Retirement Plan Coalition
  • Deborah A. Tully, Pine Cliff Consulting Inc
  • Elvin Turner, Turner Consulting, LLC
  • Cori E. Uccello, American Academy of Actuaries
  • Mark Ugoretz
  • Lisa Ullman, PricewaterhouseCoopers, LLP
  • Stephen P. Utkus, Vanguard Center for Retirement Research
  • Lise Valentine, The Civic Federation
  • Jack L. Van Derhei, Consultant
  • Michele Varnhagen, Chief Policy Advisor, U.S. House of Representatives Committee on Education and the Workforce
  • Andrew Vaughan, Barnett Waddingham LLP
  • Tony Verheyen
  • Lois A. Vitt, Institute for Socio-Financial Studies
  • Nevenka Vrdoljak, Merrill Lynch Wealth Management
  • Lewis J. Walker, The Investment Coach
  • Gregory A. Ward, Financial Finesse
  • Anthony Webb, International Longevity Center in New York
  • Wendy A. Weiss, Consultant
  • Debra Whitman, U.S. Senate Special Committee on Aging
  • Michael L. Wilson, Utah Retirement Systems
  • Richard Woltmann, Bay Area Legal Services, Inc.
  • Ben Woloshin, Longbridge Financial
  • David Wray, Profit Sharing Council of America
  • Paul Yakoboski, TIAA–CREF Institute
  • Anne Yates
  • Bruce Young, Financial Finesse Inc.
  • Joanna Young, The RAND Corporation
  • Mary B. Young, The Conference Board's Mature Workforce Project
  • Nathan Zahm, The Vanguard Group
  • Judy Zaiken, LIMRA
  • Walter Zultowski, WZ Research & Consulting, LLC