Chairman and Executive Director, RIIA
Stradley Ronan Stevens and Young, LLP
Insurance and Retirement Services
The Depository Trust & Clearing Corporation
Black Rock, Inc.
Head of Personal Retirement
Bank of America / Merrill Lynch
The Rise of Mutual Funds: An Insider’s View
HealthView Services, Inc.
Symetra Investment Services, Inc.
President and CEO
Investors Capital Holdings, Ltd.
Investors Capital Corporation
Head of Retirement Services
Groom Law Group, Chartered
Turner Consulting LLC
Board Special Counsel
New England Managing Partner
McElroy, Deutsh, Mulvaney & Carpenter / PH, LLP
Business Unit Directors
Director of Member Services
Retirement Management JournalSM
Turner Consulting LLC
Advisor Education (RMA)
Mantell Retirement Consulting, Inc.
Special Advisors to the Board – Academic
Julie Agnew, William and Mary School of Business
David Babbel, Wharton School
Somnath Basu, California Lutheran
Shlomo Benartzi, UCLA
Zvi Bodie, Boston University
Jeff Brown, University of Illinois
Gary V. Engelhardt, Syracuse University
Michael Finke, Texas Tech University
Larry Kotlikoff, Boston University
David Laibson, Harvard University
Annamaria Lusardi, Dartmouth College
Moshe Arye Milevsky, Ph.D.,York University
Olivia Mitchell, Wharton School, University of Pennsylvania
Wade Pfau, GRIPS
Doug Short, (retired) North Carolina State University
Meir Statman, Santa Clara University
Pirooz Vakili, Boston University
Jack VanDerhei, Temple University and EBRI Fellow
Stephen Zeldes, Columbia University
Special Advisors to the Board – Executive
Keith B Jarrett, Chairman, Rockport Funding, LLC
Jerry Kenney, Blackrock
Louis Lataif, Boston University School of Management
Mike Mayhew, Integrity Research Associates, LLC
Special Advisors to the Board – Practitioners
Mitch Anthony, Advisor Insights, Inc.
Barry Kozak, The John Marshall Law School
Anna Rappaport, FSA, MAAA, Anna Rappaport Consulting
Chuck Robinson, Northwestern Mutual Wealth Management Company
Sheldon H. Smith, Esq, Partner, Holme Roberts & Owen LLP
Don Trone, Strategic Ethos
RIIA Board Leadership are available to speak at various conferences and special events to address retirement income challenges.