Attendee List through October 14, 2014
Cheryl L. Abbate, QKA
Iron Financial
Northbrook, IL
Lisa A. Allen
ASPPA
Arlington, VA
Christina L. Anstett, APM
AXA Equitable
Portland, CT
Terry K. Abbonizio
Benetrends, Inc.
Haddonfield, NJ
Sheri L. Alsguth, MSPA, CPC,
QPFC
Pinnacle Plan Design, LLC
Tucson, AZ
James S. Apistolas
ASPPA
Arlington, VA
Heather Abrigo, APM
Drinker, Biddle & Reath, LLP
Los Angeles, CA
Michael Adams
Saturna Capital Corp
Bellingham, WA
Gabriel Amador, CPC, QPA,
QKA
Polycomp Administrative
Services
Roseville, CA
Molly Arndt
Capital One
New Orleans, LA
Sean K. Arnold, QKA
BPAS
Utica, NY
Nevin Adams
Arlington, VA
William J. Anastasiades, Jr.
Pension Consultants, Inc.
Farmington, CT
Shelli M. Adamson
SunGard Relius, LLC
Birmingham, AL
Amy M. Anderson, APM
Principal Financial Group
Des Moines, IA
Kevin C. Adkins, QPA, QKA
Gorrelick, Tievy & Associates,
Inc.
Rockville, MD
Brian C. Anderson, QPA, QKA
Nationwide Insurance
Cincinnati, OH
Christina M. Arruda, CPC,
QPA, QKA
O'Connell Pension Consulting,
Inc.
Bay Point, CA
David K. Anderson, QPA
Employee Benefits Services
Lynchburg, VA
Bruce L. Ashton, Esq., APM
Drinker, Biddle & Reath, LLP
Los Angeles, CA
Kenneth D. Anderson, MSPA
The Kenneth D. Anderson
Company Inc.
Concord, MA
Harry W. Ashton
Harry W. Ashton
San Francisco, CA
Michelle D. Adkins, CPC, QPA,
QKA
Berlin, Ramos & Company,
P.A.
Ocoee, FL
Jeremy K. Akerstrom, QKA
Security Benefit
Topeka, KS
Edwin O. Akwenuke, CPC,
QPA
Milliman, Inc.
Portland, OR
Tammy L. Aldieri, QPA, QKA
Jim Hallinan Pension
Consulting, LLC
West Hartford, CT
Kristen J. Alexander
DailyAccess Corporation
Mobile, AL
Ronald Anderson
John Hancock USA
Toronto, ON
Julie L. Andresen
BNC National Bank
Bismarck, ND
Kristie Andresen
Bradley Beach, NJ
William L. Andrews, Jr., QPA,
QKA, TGPC
Indianapolis, IN
Patricia A. Arpey, QPA, QKA
Creative Pension Consultants,
Inc.
Albany, NY
Jennifer Athoe, QKA
Paychex, Inc.
West Henrietta, NY
Misty D. Austin-Wessels
SunGard Relius, LLC
Jacksonville, FL
Christina L. Avant, QKA
Singleton, Kellner, Bolding,
Avant & Albarado, LLC
Lafayette, LA
Jessica S. Avery
PlanTech, LLP
Birmingham, AL
Attendee List through October 14, 2014
Matthew S. Avery
NADART
Mc Lean, VA
Theresa Ayers
Lincoln Financial Distributors
Fort Wayne, IN
Burl V. Bachman, MSPA
RPAS, Ltd.
Richmond, VA
Mythili Bachu
Source One Business Services
Ellicott City, MD
Linda S. Badilo, CPC, QPA,
QKA
Transamerica Retirement
Solutions
Austin, TX
Doug Baer
Nationwide Retirement Plans
Columbus, OH
Sarah A. Bailey
OneAmerica
Indianapolis, IN
Michael L. Bain, MSPA
CMC
Glendale, CA
Linda L. Baker, QPA
BDO USA, LLP
Pittsburgh, PA
Lois A. Baker
BenefitsLink.com, Inc.
Winter Park, FL
Lorinda L. Baker, QPA, QKA
MassMutual Financial Group
Springfield, MA
Melissa D. Baker, QPA, QKA
Indiana Benefits, Inc.
Lancaster, PA
Charles Edward Balch, QKA
Smith Elliott Kearns & CO.,
LLC
Chambersburg, PA
Deborah K. Baze, QPA, QKA,
TGPC
InWest Retirement Solutions
Midland, TX
Gabrielle LG Bamba
ASC Trust Corp.
Hagatna, GU
Brian Beal
FASCore
Englewood, CO
Cory Barash
EIP Corp.
Overland Park, KS
Kimberly A. Beal, CPC, QPA,
QKA
Retirement Plan Services,
Inc.
Saint Louis, MO
Julia Bardnell
ASPPA
Arlington, VA
Christopher H. Barker, CPC,
QPA
Pennsylvania Pension
Planners, Inc.
Harrisburg, PA
John P. Beasley
Beasley & Company
Tulsa, OK
Terri Beattie
Newmont Mining Corporation
Greenwood Village, CO
Kevin Barnhurst
ASPPA
Arlington, VA
Laura R. Becherer
Wells Fargo Advisors
Saint Louis, MO
Christine A. Baron, QKA
Lincoln Financial Group
Fort Wayne, IN
Louis A. Beckerman, QPA
Northeast Planning Services,
Inc.
Waltham, MA
David W. Barrer
Pentegra Retirement Services
Louisville, KY
Thomas F. Barrett, III, QPA
Thomas F. Barrett, Inc.
Bethesda, MD
Vincent J. Barrett
Thomas F. Barrett, Inc.
Bethesda, MD
Kevin Barry
Fidelity Investments
Boston, MA
Kathleen Bassett
Attiliis & Associates, Ltd.
Alexandria, VA
Andrew T. Behnke, MSPA
Midwest Pension Actuaries,
Inc.
Farmington, MI
Justin Bell
ERISA Services, Inc.
Knoxville, TN
Jennifer A. Berg, CPC
BERG Retirement Plan
Consulting, LLC
Pewaukee, WI
Sharon M. Bergeson, CPC,
QPA, QKA
Compensation Strategies
Group, LTD
Phoenix, AZ
Attendee List through October 14, 2014
Todd J. Berghuis, APM
Ascensus Consulting
Brainerd, MN
Gary D. Blachman, Esq.
Thompson Hine LLP
Cincinnati, OH
Paul Bergmark, MSPA
EPS Pension Management
Phoenix, MD
Carrington Blake
ASPPA
Arlington, VA
Osmundo A. Bernabe, MSPA,
CPC, QPA, QKA
American National Insurance
Company
Galveston, TX
Jeanne L. Blake, CPC, QPA
Epic Advisors, Inc
Rochester, NY
Randolph B. Bernard, CPC
Panther Pensions
Chicago, IL
Michael M. Bernstein, QKA
Associated Pension
Consultants, Inc.
Syosset, NY
Harry C. Betz, QKA
Vanguard
Valley Forge, PA
Linda Bielski
International Foundation of
Employee Benefit Plans
Brookfield, WI
Pamela B. Binder, MSPA
Laguna Hills, CA
Rick Bindler
Westmont, IL
Kevin C. Birmingham, QPA
Aris Retirement Services
State College, PA
Kathy Bittle
PlanTech, LLP
Birmingham, AL
William Bixler
Staffordshire Benefit
Consulting, LLC
Voorhees, NJ
Clint A. Blankenship, MSPA
McCloud & Associates, Inc.
Liberty, MO
Antonio Blasini, CPC, QPA
United Retirement Plan
Consultants
Lake Mary, FL
David R. Blask, CPC, TGPC
Lincoln Investment Planning
Wyncote, PA
Alan R. Blaskowski, CPC,
QPA, QKA
BMO Retirement Services
Milwaukee, WI
Kelly Bley
Reed Smith LLP
Pittsburgh, PA
Helen G. Block, MSPA
Block Consulting Actuaries,
Inc.
El Segundo, CA
Richard A. Block, MSPA
Block Consulting Actuaries,
Inc.
El Segundo, CA
Lauren Bloom
Elegant Solutions Consulting,
LLC
Springfield, VA
Christina Bochy, CPC, QPA,
QKA
Dunbar, Bender, & Zapf Inc.
Pittsburgh, PA
Michael C. Boecher
Actuarial Systems
Corporation
Sylmar, CA
Mary Virginia Boggs, CPC,
QPA, QKA, QPFC
Milliman, Inc.
Dallas, TX
Kyle D. Bonds, QPA, QKA
Retirement, LLC
Oklahoma City, OK
James Gregory Boroughf,
QPA
Voya Financial
Braintree, MA
Robert I. Bostian, Jr., MSPA
United Retirement Plan
Consultants
Attleboro Falls, MA
Steven M. Bourg, MSPA
CBIZ Benefits Insurance
Services, Inc
Columbia, MD
Gary S. Bowen, QKA
Financial Engines
Fremont, CA
Sally J. Bowen
Nationwide Financial
Concord, MA
Carol J. Bowles, QPA, QKA
Vanguard
Valley Forge, PA
Tamara L. Bowman, CPC,
QPA
P.T. Bradley, Inc.
Downers Grove, IL
Lisa Bowser, QPA, QKA
Retirement Plan Concepts &
Services, Inc.
Fort Wayne, IN
Attendee List through October 14, 2014
Kerry M. Boyce, CPC, QPA
Boyce & Associates, Inc.
Scottsdale, AZ
Polly Brooks
Principal Financial Group
Des Moines, IA
Alex M. Brucker, Esq.
Brucker & Morra, APC
Los Angeles, CA
Jennifer Boyne
P&A Retirement Plan Services
Buffalo, NY
Randall J. Broscious, CPC,
QPA, QKA
Benetrends, Inc.
North Wales, PA
Cory W. Bruecken, QPA, QKA
T. Rowe Price
Owings Mills, MD
Craig L. Boynton, QKA
United Retirement Plan
Consultants
Harrisburg, PA
Genelle M. Brakefield, QKA,
QPFC, TGPC
Ekon Benefits
Saint Louis, MO
Elizabeth C. Brown
John Hancock Retirement
Services
Toronto, ON
Grant E. Brown, CPC, QPA,
QKA, TGPC
Compensation Planning Inc.
Warwick, RI
Eric P. Brandon, MSPA
Guardian Life Insurance
Company of America
New York, NY
Jeffrey A. Brown, QPA
Compensation Planning, Inc.
Warwick, RI
Andy H. Brate, QPA, QKA
Ingersoll Rand
Davidson, NC
John C. Brown, QKA
Verisight, Inc.
Annapolis, MD
Patrick R. Brauer
Katz, Sapper & Miller
Indianapolis, IN
Kyle N. Brown
Internal Revenue Service,
TE/GE
Washington, DC
J. Wayne Braun, CPC, QPA,
QKA
Peoples United Bank
Retirement Services
Burlington, VT
Karl E. Breice, QPA, QKA
Verisight, Inc.
Walnut Creek, CA
Donna Brewster, QPA
Brewster & Brewster, Inc.
Mentor, OH
Charles E. Britton
NADART
Mc Lean, VA
John Brooks
Millennium Trust Company
Oak Brook, IL
Michael C. Brown
Pension Consultants, Inc.
Farmington, MI
Stacy Covella Brown, QPA,
QKA
Retirement Plan Concepts &
Services, Inc.
Fort Wayne, IN
Brian F. Brownell, QKA
ING
Abington, MA
Allan D. Browns, QPA, QKA
Waddell & Reed
Overland Park, KS
Richard H. Bruce, CPC, QPA
Principal Financial Group
Houston, TX
Marife Bryan
Colonial Surety Company
Montvale, NJ
William E. Buckheit
Sentinel Benefits & Financial
Group
Melville, NY
Kevin D. Buckley
American Pension Benefits,
Inc.
Wexford, PA
Jennifer L. Bufe, QPA
Creative Benefit Strategies,
Inc.
Broadview Heights, OH
Linda J. Burdick, QKA, TGPC
Waddell & Reed
Shawnee Mission, KS
Denis W. Burgess, QPA
Associated Trust Company
Wausau, WI
Martin J. Burke, III
Matthews Benefit Group, Inc.
Saint Petersburg, FL
Richard E. Burke, APM
Gray Robinson, PA
Orlando, FL
Michael T. Burmeister, QPA
Crowe Horwath LLP
South Bend, IN
David M. Burns, MSPA, CPC,
QPA
Vanguard
Valley Forge, PA
Attendee List through October 14, 2014
Kellie Burns, QKA
Paychex, Inc.
W Henrietta, NY
Terry W. Burns
OneAmerica
Indianapolis, IN
Joseph M. Burt, QPA
Pension Plan Specialist, PC
Vancouver, WA
Hal R. Busby, QPA
Employee Benefit Services,
Inc.
Brentwood, TN
Melanie A. Buschmeyer, CPC,
QPA, QKA
Kravitz, Inc
Meggett, SC
James T. Bush, Jr., CPC, QPA
Fulton Financial Advisors
Lancaster, PA
Keith A. Bushnell, QKA
Employee Benefit Resources,
Inc.
Helena, MT
Mike Bushnell
ASPPA
Arlington, VA
Michael M. Butler, QPA
Syosset, NY
John S. Buttrick, QPA, QKA
CompuBen Consulting
Bedford, MA
Sara L. Buttrick
CompuBen Consulting
Bedford, MA
G. Patrick Byrnes, MSPA
Actuarial Consultants, Inc.
Torrance, CA
Michael T. Cain, QPA, QKA
Benetrends, Inc.
North Wales, PA
Allen L. Cairns
John Hancock Retirement
Plan Services
Boston, MA
Ronaelle Carlson-Perillo
International Foundation of
Employee Benefit Plans
Brookfield, WI
Timothy J. Caldwell
Keystone Benefits Group, Inc.
Greensburg, PA
Diane M. Carpenter, QPA
Jackson Thornton Benefit
Resources
Montgomery, AL
Carrie L. Callahan, CPC, QPA,
QKA
American Funds
San Antonio, TX
Michael E. Callahan, FSPA,
CPC
Edu4retirement, Inc.
Southington, CT
Charles Callello
The National Underwriter
Company
New York, NY
Joe Canary
US Department of Labor
Washington, DC
Christina Cannis
John Hancock Retirement
Plan Services
Toronto, ON
Jiansheng Cao, MSPA, QPA,
QKA
Pension Services, Inc.
Miami, FL
Rebeccah L. Cardillo, QPA,
QKA
Southern Pension Services
Tampa, FL
Kathleen L. Carillo, CPC
T R Paul Inc.
Newtown, CT
Craig Carlson
Waukee, IA
Richard N. Carpenter, CPC
USVI Pensions
Christiansted, VI
Joel A. Carr, QPA, QKA
Time Warner Cable
Charlotte, NC
Jim Carscaddon
Wells Fargo Retirement
Services Group
Charlotte, NC
Diane R. Castagna, QKA
Guardian Insurance &
Annuity
Walnutport, PA
Todd Castleton
Proskauer Rose LLP
Washington, DC
Frank A. Castrofilippo, QPA,
QKA
NBCUniversal
New York, NY
Kevin Catineau
MassMutual Retirement
Services
Cambridge, MA
Dom Cervi
Wolters Kluwer Law &
Business
Riverwoods, IL
Dee Dee Chadwick
Nationwide Insurance
Columbus, OH
Attendee List through October 14, 2014
Jeremy A. Chambers
Plante Moran Financial
Advisors
Southfield, MI
Julene Christie, QPA, QKA
Pinnacle Pension Services,
Inc.
Boise, ID
Kimberly J. Cochrane, QPA,
TGPC
OneAmerica
Bethesda, MD
Ellen M. Champion, QPA, QKA
The Pension Specialists, Ltd.
Machesney Park, IL
Stephen Christopher
Stephen A Christopher CPA
PA
Boca Raton, FL
Dana Coffman
Nationwide Financial
Columbus, OH
David H. Chan
Bruce & Bruce Company
Lake Bluff, IL
Donald D. Chapman, MSPA
Qualified Plan Consultants,
Inc.
West Springfield, MA
Kevin B. Cheezum
Nesteggs Retirement Plan
Services, Inc.
Jacksonville, FL
Shannon L. Childress, CPC,
QPA, QKA
Retirement Plan Services,
Inc.
Tampa, FL
Melissa F. Childs, CPC, QPA,
QKA
Rogers Wealth Group, Inc.
Fort Worth, TX
Robert Y. Chin
Gorrelick, Tievy & Associates,
Inc.
Rockville, MD
Stephen Chiumenti
MetLife
Boston, MA
Paul Chong
CUNA Mutual Group
Madison, WI
James Christie
John Hancock Retirement
Plan Services
Toronto, ON
Janine Chung, CPC, QPA,
QKA, QPFC
Cash Balance Online, Inc.
Encino, CA
Michael Cianciulli, QKA
Vanguard
Valley Forge, PA
Chris Ciminera
Belfint Lyons & Shuman, PA
Wilmington, DE
Joseph J. Cimino, MSPA
Melville, NY
Laurie L. Clark, CPC, QPA,
QKA, TGPC
Lincoln Financial Group
Cumming, GA
Lisa D. Cohea, QPA, QKA
Fidelity Investments
Westlake, TX
Aaron M. H. Cohen
Actuarial Ideas, Inc.
Monsey, NY
Alan D. Cohen
Actuarial Systems
Corporation
Sylmar, CA
Elliot J. Cohen, QPFC
Actuarial Ideas, Inc.
Monsey, NY
Robert E. Cohen, MSPA
Pollard & Associates, Inc.
Hunt Valley, MD
Linda M. Clement, QKA
Cornerstone Group
Plympton, MA
Jason Colarossi
Franklin Templeton
Investments
St Petersburg, FL
Thomas A. Clough, MSPA
DST Retirement Solutions
Quincy, MA
Lynn E. Colbe, QKA
KSPH, LLC
Glen Allen, VA
Jacquelyn L. Clouser, QPA
Transamerica Retirement
Solutions
Bronx, NY
Daniel J. Columbus, MSPA
Novartis Pharmaceuticals
Corp.
Florham Park, NJ
Susan J. Cobb, QPA, QKA
Beacon Benefits, Inc.
Vernon, VT
Timothy J. Colvin
American Funds
Carmel, IN
Nancy C. Cochran, CPC
Burleigh Consulting Group
Memphis, TN
Kevin R. Combrink, QPA
Rogers Wealth Group, Inc.
Fort Worth, TX
Attendee List through October 14, 2014
Ann L. Combs
Vanguard
Valley Forge, PA
Theresa A. Couch, QKA
PB Mares, LLP
Newport News, VA
Debra J. Combs, QPA, QKA
The Trust Company of
Oklahoma
Tulsa, OK
James K. Couture
PWMG 401(K) Advisors
Worcester, MA
Christopher M. Curran, QPA,
QKA
Dunbar, Bender & Zapf, Inc.
Pittsburgh, PA
Patricia A. Curtis, QPA, QKA
Retirement Benefit Solutions,
LLC
Annandale, VA
Jill A. Concialdi, QPA
The Pension Specialists
Machesney Park, IL
Don Cowette
John Hancock Retirement
Services
Boston, MA
John H. Connors, QKA
Actuarial Systems
Corporation
Sylmar, CA
Michael P. Coyne, Esq., APM
Waldheger Coyne Company,
L.P.A.
Cleveland, OH
Deborah H. Custis
The CIMA Companies, Inc.
Alexandria, VA
Maureen Claire Conta, QPA
Bloomfield, NJ
John T. Crews, Jr., CPC, QPA
Burleigh Consulting Group
Memphis, TN
Gabriel Czirr, QKA
Unified Trust Company, NA
Lexington, KY
Chris Crom
Principal Financial Group
Mason City, IA
Janet E. Dailey
Lincoln Financial Group
Fort Wayne, IN
Jordan A. Cross, QKA
Jack A. Cross & Associates,
Inc.
Irvine, CA
Kathleen A. Daly, QPA
TYCOR Benefit
Administrators, Inc.
Berwyn, PA
Randall J. Crouch, CPC, QPA,
QKA, TGPC
Lincoln Financial Group
Fort Wayne, IN
Jeffrey R. Darnowski
ING
Summit, NJ
Richard V. Conta, MSPA
Bloomfield, NJ
Gary D. Cook, CPC, QPA
CBIZ Actuarial & Benefit
Consultants
Phoenix, AZ
Andrew J. Cooper, CPC, QPA,
QKA
Dunbar, Bender & Zapf, Inc.
Pittsburgh, PA
Michael Copp
ASPPA
Arlington, VA
Troy L. Cornett
ASPPA
Arlington, VA
Dennis Correia
XTRAC Solutions, A Fidelity
Investments Company
Boston, MA
Julie Costello
Great-West Financial
Greenwood Village, CO
Larry R. Crowe, MSPA
Tax Sheltered Plan Services,
Inc.
Naperville, IL
Kenneth Culver Jr
Odyssey Financial Group
Oklahoma City, OK
Louise Marie Cummings, QPA
TriBridge Partners, LLC
Bethesda, MD
Jeff M. Curl
Summit Benefit & Actuarial
Services, Inc.
Eugene, OR
Christine F. Cushman, APM
Nationwide Mutual Insurance
Columbus, OH
Tania L. Daugherty
DailyAccess Corporation
Mobile, AL
Joanne Davey, CPC, QPA,
QKA
Fringe Benefit Group
Austin, TX
Paul D. Davidson, QKA
ADP
Louisville, KY
Beverly L. Davis, QPA, QKA
MVP Plan Administrators, Inc.
Cary, NC
Attendee List through October 14, 2014
Bill M. Davis, TGPC
Waddell & Reed
Shawnee Mission, KS
Lee DeLorenzo, QPA
United Asset Strategies, Inc.
Garden City, NY
Chip Davis
SunGard Relius, LLC
Jacksonville, FL
Ralph DelSesto
Voya Financial
Windsor, CT
Craig O. Davis, CPC, QPA,
QKA
GF Pension Corporation
Bethlehem, PA
Jason Demann
National Benefit Services,
LLC.
West Jordan, UT
Hugh W. Davis, II
Poyner & Spruill LLP
Raleigh, NC
Krisy M. Dempewolf, CPC,
QPA, QKA
Prudential Financial
Dubuque, IA
John M. Davis
United Retirement Plan
Consultants
Dublin, OH
Tracy Ward Denman
XS/Group, Inc.
Woodbridge, VA
Katherine A. Davis
Pension Advisors, Inc.
Bartlesville, OK
Jill S. Dennis, CPC, QPA
Dunbar, Bender & Zapf, Inc.
Pittsburgh, PA
Linda M. De Ridder
Full Spectrum Retirement
Plans, LLC
Port Charlotte, FL
Alane Dent
ACLI
Washington, DC
Enza DeCandia, QKA
AXA Equitable
Secaucus, NJ
Nathan A. DePonte, QKA
Limestone Pension
Associates, LLC
Wilmington, DE
Dennis DeCoursey, CPC, QPA
Werntz & Associates, Inc.
Little Rock, AR
Gerianne DeRosa
Aspire Financial Services, LLC
Massapequa, NY
Jeffrey M. Deems
John S. Agatston Actuarial
Services
Pittsburgh, PA
Alka H. Desai, QKA
United Retirement Plan
Consultants
New York, NY
Jacqueline Delia-Figueiredo
Voya Financial
Syracuse, NY
Kristin M. Deskin, QKA
United Retirement Plan
Consultants
Bel Air, MD
Pete Dellaflora
Broadridge/Matrix Financial
Solutions
Denver, CO
Lawrence Deutsch, MSPA
Larry Deutsch Penguin
Consulting and Design
Fallbrook, CA
Courtney A. Dewees, CPC,
QPA, QKA
Vanguard
Exton, PA
Susan Deyo
Actuarial Systems
Corporation
Tarzana, CA
Allison E. Diamond, CPC,
QPA, QKA
July Business Services
Richmond, TX
Susan D. Diehl, CPC, QPA,
ERPA
PenServ Plan Services, Inc.
Horsham, PA
Bryon A. DiGiorgio, QKA
Metro Benefits, Inc.
Pittsburgh, PA
Daniel DiPalma
Wolters Kluwer Law &
Business
Riverwoods, IL
Kathy J. Disney, QKA
Principal Financial Group
Des Moines, IA
Karen F. Dixon-Burroughs,
CPC, QPA, QKA
Swerdlin and Company
Atlanta, GA
Brian S. Dobbis, QPA, QKA,
QPFC, TGPC
Lord, Abbett & Company, LLC
Jersey City, NJ
Anthony S. Doble, QKA
OneAmerica
Bellevue, WA
Stephen L. Dobrow, CPC,
QPA, QKA, QPFC, TGPC
Primark Benefits
Burlingame, CA
Attendee List through October 14, 2014
Kathryn Dolney
Riverwoods, IL
Jenny R. Done
TD Ameritrade Trust
Company
Denver, CO
Sharon L. Dong
Gorrelick, Tievy & Associates,
Inc.
Rockville, MD
Jill B. Donnelly, CPC, QPA,
QKA
Boulay Donnelly & Supovitz
Consulting Group, Inc.
Worcester, MA
Lori A. Donnelly
Creative Pension Consultants,
Inc.
Albany, NY
John J. Donohue, QPA, QKA
New York Life Investment
Management
Westwood, MA
Kevin J. Donovan, CPA, EA,
MSPA
Pinnacle Plan Design, LLC
Tucson, AZ
Jim Dornan
ASPPA
Arlington, VA
Lorraine Dorsa, MSPA
Dorsa Consulting
Ponte Vedra, FL
Sheila Grant Dott, CPC, QPA
Northeast Professional
Planning Group, Inc.
Red Bank, NJ
Melanie Douglass
Praxair, Inc.
Danbury, CT
John M. Doyle, MSPA
Doyle Actuarial Services LLC
Peekskill, NY
Joseph J. Dwyer, QKA
NADART
Mc Lean, VA
Eric C. Droblyen, CPC, QPA
Employee Fiduciary
Saint Petersburg, FL
Debra Dyleski-Najjar, APM
Najjar Employment Law
Group, P.C.
Andover, MA
Thomas W. Drosky
PenChecks, Inc.
La Mesa, CA
Carol Dubois, QPA, QKA
Southern Pension Services
Tampa, FL
Elizabeth Duda
ASPPA
Arlington, VA
Karyn B. Dzurisin, QPA, QKA
American Funds
Carmel, IN
Robert B. Eastwood, Jr.,
MSPA
National Retirement Services,
Inc.
House Springs, MO
Terry W. Dunger, APM
Acuff & Associates, Inc.
Memphis, TN
Shannon M. Edwards, QPA,
QKA
TriStar Pension Consulting
Oklahoma City, OK
Kevin Dunlop, CPC, QPA
American Funds
San Antonio, TX
Christopher J. Egoville
Professional Capital Services
Philadelphia, PA
Kareen Dunn
Pension Services, Inc.
Miami, FL
Susan Eissler, MSPA, CPC,
QPA
Pentegra Retirement Services
Montpelier, VT
Kelly Durante
Sungard Relius, LLC
Jacksonville, FL
Tom Durkin
Pittsburgh, PA
Charles Durkot
AMI Benefit Administrators,
Inc.
Youngstown, OH
Brian Duval
SunGard Relius, LLC
Lombard, IL
Gary Dvorak, QPA, QKA
Principal Financial Group
Des Moines, IA
Joseph A. Emmons, CPC,
QPA, QKA, TGPC
Fidelity Personal Trust
Company, FSB
Coatesville, PA
Teresa G. Encarnacion
Bon Secours Health System
Columbia, MD
William G. Enck, CPC
BerryDunn
Portland, ME
Gail A. Engblom, CPC, QPA,
QKA
United Retirement Plan
Consultants
Anchorage, AK
Attendee List through October 14, 2014
Joan Khristine Ercums
BDS Retirement Services, LLC
East Syracuse, NY
John Fasig Jr
SunGard Relius, LLC
Jacksonville, FL
Rafael Fernandez, QPA
EisnerAmper, LLP
New York, NY
Richard Allan Erickson, QKA
MassMutual Financial Group
Enfield, CT
Anne Faught
TD Ameritrade Institutional
Services
San Diego, CA
Francine S. Ferrante, QPA
Alliant Insurance Services,
Inc.
New York, NY
Randall S. Faurl, QPA, QKA
Guardian
Allentown, PA
Timothy J. Feusner, QPA,
QKA
Timothy J. Feusner Pension
Services, Inc.
Springtown, PA
Bill Evans
US Department of Treasury
Washington, DC
Ithca C. Evans, QKA
CVS Caremark
Lincoln, RI
Corey Fava
vWise, Inc.
Aliso Viejo, CA
Brandi Fear
Retirement Revolution
Pasadena, CA
Nicole S. Figliolo, CPC, QPA,
QKA
Preferred Pension Planning
Corporation
Bridgewater, NJ
Steven R. Eyer, CPC
Magis Financial Partners
Horsham, PA
Scott M. Feit, CPC, QPA, QKA
Prime Pensions, Inc.
Livingston, NJ
Allen P. Fineberg, APM
Flaster/Greenberg P.C.
Cherry Hill, NJ
Christine F. Fahmy, QKA
ADP
Florham Park, NJ
Susan L. Feit, MSPA
Sentinel Benefits & Financial
Group
Melville, NY
Mark A. Fink
Nationwide Financial
Bremen, OH
Martin D. Evans, QPA
AMI Benefit Administrators,
Inc.
Youngstown, OH
Belinda L. Fairbanks, QKA
Lincoln National Corporation
Fort Wayne, IN
Denise J. Falbo, QPA, QKA
CliftonLarsonAllen LLP
Joliet, IL
Nicholas A. Falcone, MSPA
N.A. Falcone & Associates,
Inc.
Trevose, PA
James E. Farley, CPC, QPA
Bridgehaven Financial
Advisors
Warren, NJ
Regina L. Farmer
Ferenczy Benefits Law Center
LLP
Atlanta, GA
Lauren Feliz-Durishin
ASPPA
Arlington, VA
Gregory Fennell, QKA
Vanguard
Malvern, PA
Ilene H. Ferencz, Esq., CPC,
APA
Ferenczy Benefits Law Center
LLP
Atlanta, GA
Andrew W. Ferguson, MSPA,
FSA, EA
Altman & Cronin Benefit
Consultants, LLC
San Francisco, CA
Holly K. Ferguson, QKA
Beasley & Company
Tulsa, OK
Kevin Finnegan
MassMutual Financial Group
Enfield, CT
Renee C. Finnegan, CPC,
QPA, QKA
Pollard & Associates, Inc.
Hunt Valley, MD
Thomas J. Finnegan, MSPA,
CPC, QPA, MAAA, FCA
The Savitz Organization, Inc.
Philadelphia, PA
Sheri Fitts
ShoeFitts Marketing, Inc.
Portland, OR
M. Irene Fitzgerald
United Retirement Plan
Consultants
Anchorage, AK
Attendee List through October 14, 2014
William Patrick Flanigan, III,
MSPA
Blazek & Associates
Retirement Services, Inc.
Timonium, MD
Mr Andrew G. Fleischamel,
QKA
Employee Fiduciary
Saint Petersburg, FL
Barton G. Fleming, MSPA
BFCS, LLC
Atlanta, GA
Richard C. Flower, CPC, QPA
Flower & Associates, Inc.
Lafayette, LA
Christopher D. Flynn, QKA
Vanguard
Malvern, PA
David Foley
Transamerica Retirement
Solutions
Columbia, MD
Gerald F. Foran Jr
GF Pension Corporation
Bethlehem, PA
Susan M. Ford, QPA
Qualified Plan Consultants,
Inc.
West Springfield, MA
Andrew C. Forgrave, MSPA
Jacob, Haxton & Boord, LLC
Worthington, OH
Bernard Forseter
DCP Retirement Services, LLC
Bethesda, MD
Daniel N. Fowler, CPC, QPA,
QKA, QPFC
Summit Financial Corporation
Burlington, MA
Gregory Fowler, QPA, QKA,
ERPA, AIF®
National Benefit Services, LLC
West Jordan, UT
Donald W. Fry
Fry Financial Consultants,
Inc.
Greensboro, NC
Rick Fraley
Wolters Kluwer Law &
Business
Riverwoods, IL
Jonathan Fuller
Deseret Mutual
Salt Lake City, UT
Wendy C. Frame
Lurie Besikof Lapidus &
Company
Minneapolis, MN
Dawn Franklin
American National Insurance
Company
Galveston, TX
Alice Frazier
Rogers Wealth Group, Inc.
Fort Worth, TX
Chris P. Fredericks, QPA
Jackson Thornton & Co., P.C.
Montgomery, AL
Anna M. Fredrickson, QPA,
QKA
Wolters Kluwer Law &
Business
Riverwoods, IL
Michael W. Freedman, CPC
Freedman Benefits Group,
Inc.
Bingham Farms, MI
Karin D. French, QPA, QKA
Noble-Davis Consulting, Inc.
Solon, OH
Ronald R. Froeschle, QPA,
QKA
F & M Trust
Chambersburg, PA
Edward P. Frost, CPC
Stephens Inc.
Little Rock, AR
Brian K. Furgala, CPC, QPA
GrayRobinson, P.A.
Orlando, FL
Sheryl Gabriel, MSPA
Harbridge Consulting Group,
a BPAS Company
New York, NY
Alexander Galinsky, MSPA
Improved Funding
Techniques, Inc.
Lynbrook, NY
Emmanuel B. Garcia, Jr.,
FSPA, CPC
EBG Systems, Inc.
Chicago, IL
Bruce R. Gardner, MSPA
Arizona Qualified Plan
Services, Inc.
Phoenix, AZ
Stephen R. Gardner, QKA
Fringe Benefit Group
Austin, TX
Craig A. Garner, QPA, QPFC
Stephen Eldridge &
Company, Inc.
Manchester, NH
D. Carlton Garner, MSPA
Corporate Financial Services,
LLC
Montgomery, AL
H Earle Garvin, MSPA, QPFC,
TGPC
Pension Financial Services,
Inc.
Duluth, GA
Attendee List through October 14, 2014
Eileen A. Gaspar
Professional Plan
Administrators
Orange, CA
Jennifer Gibbs Swets, QPA,
QKA, ERPA
Dixon Hughes Goodman LLP
Virginia Beach, VA
Kizzy M. Gaul, CPC, QPA,
QKA, TGPC
Prudential Retirement
Dubuque, IA
Kathryn G. Gillespie, CPC
Gillespie & Company
Danville, VA
Kris R. Geary, QPA
Keystone Benefits Group, Inc.
Greensburg, PA
Maryann K. Geary, CPC, QPA,
QKA, QPFC, TGPC
BPAS
Huntingdon Valley, PA
Gerhard J. Gebauer, MSPA
Altigro Pension Services, Inc.
Fairfield, NJ
Sheldon Geller
Stone Hill Fiduciary
Management
Great Neck, NY
David M. Gelman, MSPA
Gelman Pension Consulting,
Inc.
New York, NY
Nancy G. Gerseny, CPC, QPA
CVS Caremark
Woonsocket, RI
Melba Getty
Actuarial Consulting Group,
Inc.
Midlothian, VA
Janet Ghiglione
United Retirement Plan
Consultants
Seattle, WA
Benjamin Gibbons
Caron & Bletzer, PLLC
Kingston, NH
Thomas E. Gillespie
Gillespie & Company
Danville, VA
John P. Gingas
Financial Technology, Inc.
East Lansing, MI
Justin Glantz
Lifestyle Retirement
Company
State College, PA
Ellen S. Glick, CPC, QPA
N.A. Falcone & Associates,
Inc.
Trevose, PA
Dennis Godin
XTRAC Solutions, A Fidelity
Investments Company
Merrimack, NH
Mona L. Gooden
Moneta Group
Clayton, MO
Joyce L. Goodier, CPC, QPA,
QKA
Retirement, LLC
Oklahoma City, OK
Joe M. Gordon
Gordon Asset Management,
LLC
Durham, NC
Ann M. Gorman, QKA
Staffordshire Benefit
Consulting, LLC.
Voorhees, NJ
Alan Gould
Actuarial Systems
Corporation
Sylmar, CA
Peter Gould, CPC, QPA, QKA
Indiana Benefits, Inc.
Bloomington, IN
Matthew L. Grabeel, QKA
Tennessee Pension
Administrators, LLC
Knoxville, TN
Denise P. Goergen
Reinhart Boerner Van Deuren
S.c.
Milwaukee, WI
Brian H. Graff, Esq., APM
ASPPA
Arlington, VA
Alan B. Golden
The PenSure Group
Rockville, MD
Brandon Grandbouche, QPFC
WealthHarbor Capital Group
New Orleans, LA
Brad Goldsman, MSPA, QPA
Brad Goldsman & Associates
Willow Grove, PA
Jason E. Grantz
Unified Trust Company, NA
Highland Park, NJ
Joseph Golubski
InspiraFS
Pittsburgh, PA
Mary M. Grason, CPC, QPA
Pollard & Associates, Inc.
Hunt Valley, MD
Angel Gomez
Lake City, FL
Melinda E. Grason, CPC, QPA,
QKA
Pollard & Associates, Inc.
Hunt Valley, MD
Attendee List through October 14, 2014
Lisa B. Grass, QPA, QKA
The Savitz Organization, Inc.
Philadelphia, PA
Alan M. Gross
GSM
Jacksonville, FL
Robin Hadley, QPA, QKA
Prudential Retirement
Hartford, CT
Laurie C Green, QKA
CUNA Mutual Group
Madison, WI
Dodi Walker Gross, Esq.
Reed Smith LLP
Pittsburgh, PA
Steven P. Greenbaum
Altigro Pension Services, Inc.
Fairfield, NJ
Michael Gross, APM
Moskal Gross Orchosky, Inc.
Beachwood, OH
Tate J. Hager, CPC, QPA,
QKA
CBIZ Benefits & Insurance
Services, Inc.
Cumberland, MD
Allen Greenberg
Ronald Gross, MSPA
MGO
Beachwood, OH
Russ A. Greenwald
Mesirow Financial
Chicago, IL
Allan C. Gresock, QPA, QKA
Retirement Planners and
Administrators, Inc.
Falls Church, VA
Chris D. Griess, QPA, QKA
REPTECH Corp.
Denver, CO
John P. Griffin
Actuarial Systems
Corporation
Tarzana, CA
Michael Allen Griffin, QPA,
QKA
The Newport Group
Charlotte, NC
Amy L. Griffith, QPA, QKA
Leon E. Werntz & Associates,
Inc.
Shreveport, LA
Katherine Griffith
Charlotte, NC
Nancy A. Griffith, QPA
United Retirement Plan
Consultants
Monument, CO
Sarah Griggs
ASPPA
Arlington, VA
Trina D. Gross, QKA
Acuff & Associates, Inc.
Brentwood, TN
William C. Grossman, QPA,
ERPA, APA, GFS
McKay Hochman Company,
Inc.
Butler, NJ
Richard Alan Groszkiewicz,
MSPA
Software Polish
Marietta, GA
Richard Grotto
SunGard Relius, LLC
Jacksonville, FL
Susan Guck, QPA, QKA
Retirement Plan Concepts &
Services, Inc.
Fort Wayne, IN
Ernest J. Guerriero, CPC
Guardian
Saugerties, NY
Linda Gulbrandsen, QPA, QKA
Praxair, Inc.
Danbury, CT
Gary Gurman, QPA
Blue Ridge ESOP Associates
Charlottesville, VA
John A. Halchuck, QPA
AMI Benefit Administrators,
Inc.
Youngstown, OH
Philip B. Hale, QPA, QKA
Devlin & Hale Associates, Inc.
Rocky Hill, CT
John E. Hall
PenChecks, Inc.
La Mesa, CA
Elizabeth T. Hallam, CPC
AXA Equitable
Denville, NJ
Jimmy C. Hallberg, QPA, QKA
Retirement Plan Services,
Inc.
Tampa, FL
Maureen E. Hamblin, QPA,
QKA
Pentegra Retirement Services
White Plains, NY
Susan A. Hamrick, QKA
Lincoln Financial Group
Fort Wayne, IN
Weixing Han, MSPA, QPA,
QKA
CBIZ Benefits & Insurance
Services, Inc.
Dillsburg, PA
William David Hand, MSPA
BPAS
Houston, TX
Attendee List through October 14, 2014
Jared F. Hanks, QKA
APA Benefits, Inc.
Sandy, UT
Janet L. Hanson, QPA, QKA
Alliance Benefit Group
Albert Lea, MN
John M. Harabedian
Equity Trust Company
Westlake, OH
Laurie J. Harmon, QPA, QKA
Employee Benefit Resources,
Inc.
Helena, MT
Ray Harmon
ASPPA
Arlington, VA
Christie C. Harper
DCP Retirement Services, LLC
Bethesda, MD
Afton T. Harr, QKA
Keystone Benefits Group, Inc.
Greensburg, PA
Amy R. Harren, QKA
San Diego, CA
Bonnie A. Harris
Unified Trust Company, NA
Lexington, KY
Julie R. Harris, QPA, QKA
Malcolm Thompson &
Associates
Houston, TX
Joseph Harrison
The Angell Pension Group,
Inc.
Brooklyn, NY
Anne Harshbarger
Transamerica Retirement
Solutions
Harrison, NY
Kevin Haskell, CPC, QPA,
QKA, QPFC
Summit Financial Corporation
Burlington, MA
Ms Blythe D. Hausman, QPA
CMC Interactive, LLC
New York, NY
Deborah A. Heflin
Nationwide Retirement
Consulting Group
Columbus, OH
Ann Marie O. Hegy
MassMutual Retirement
Services
Enfield, CT
William J. Hein, CPC, QPA,
QKA
Preferred Pension Planning
Corporation
Bridgewater, NJ
Elizabeth Heinz, CPC, QPA,
QKA
Vanguard
Malvern, PA
Diana J. Heitmann, QPA, QKA
Highland Financial Advisors,
LLC
Riverdale, NJ
Howard P. Heller, QKA
T. Rowe Price
Baltimore, MD
Allison M. Hennessy, QPA,
QKA
Shore Tompkins Actuarial
Resources, LLC
Chicago, IL
Carol R. Henry, QPA, QKA
MassMutual Financial Group
Enfield, CT
John M. Henry
CAPTRUST Financial Advisors
Raleigh, NC
W. Allan Hensley, CPC
Pinpoint Financial, LLC
Memphis, TN
Beth K. Herman, QKA
Sentry Insurance
Stevens Point, WI
Brian S. Hermann, CPC, QPA,
QKA
Freedman Benefits Group
Bingham Farms, MI
Danny Hernandez, QPA, QKA
Pension Services, Inc.
Miami, FL
Jon S. Hess, QKA
NADART
Mc Lean, VA
Kathryn D. Hickman, QPA
RPAS, Ltd.
Richmond, VA
J Brian Hill
Rudd & Company, PLLC
Idaho Falls, ID
Jennifer A. Hill, QKA
Bell State Bank & Trust
West Fargo, ND
Christine Hinson, QPA, QKA
ADP
Wharton, NJ
Lara Hise
Aspire Financial Services, LLC
Tampa, FL
Christina Hobbs, QKA
Harding, Shymanski &
Company, PC
Evansville, IN
Lanning R. Hochhauser, APM
DATAIR Employee Benefit
Systems, Inc.
Westmont, IL
Attendee List through October 14, 2014
Richard A. Hochman, Esq.,
APM, GFS
McKay Hochman Company,
Inc.
Butler, NJ
Guy J. Hocker, Esq., CPC,
QPA
First Allied Retirement
Services
Walnut Creek, CA
Christina Hollingsworth, QKA,
TGPC
Lincoln Financial Group
Fort Wayne, IN
Lisa S. Hoover, CPC, QPA
Mercer
Oxford, PA
Cindy Horn
Riverwoods, IL
Zenova R. Hodge
Milliman, Inc.
Vienna, VA
Thomas D. Horst, Sr.
ERISA Services, Inc.
Knoxville, TN
Craig P. Hoffman, Esq., APM
ASPPA
Arlington, VA
Andrew C. Hoskins
DATAIR Employee Benefit
Systems, Inc.
Westmont, IL
Joyce E. Hoffman, QPA, QKA
Atlantic Beach, FL
Michael J. Hofmann, CPC,
QPA
Pension Design Services, Inc.
Melville, NY
Cheryl M. Holben, QPA
Qualified Plan Consultants,
Inc.
West Springfield, MA
Keith Holden
John Hancock Financial
Services
Toronto, ON
Kelsey Holder
ASPPA
Arlington, VA
James E. Holland, Jr., MSPA,
ASA, MAAA, FCA, EA
Cheiron, Inc.
Mc Lean, VA
Wendy R. Holliday, QPA, QKA
Rogers Wealth Group, Inc.
Fort Worth, TX
David P. Hozempa, QPA, QKA
Prudential Retirement
Scranton, PA
Shih-Hwan Hsu, MSPA
National Retirement Services,
Inc.
Huntington Beach, CA
Vincent Huckle
ASPPA
Arl, VA
Jim Hudson
July Business Services
Waco, TX
Sean Huff
ASPPA
Arlington, VA
Stacy J. Hoskins
Unified Trust Company, NA
Lexington, KY
Stephen T. Hulting, QKA
T. Rowe Price
Colorado Springs, CO
George L. Houghton, MSPA
Red Bank Pension Services,
Inc.
Red Bank, NJ
Rebecca L. Hummer, CPC,
QPA
Dunbar, Bender & Zapf, Inc.
Pittsburgh, PA
Steven A. Houlik, CPC, QPA
Allen, Gibbs & Houlik, LC
Wichita, KS
Anna M. Hunter, CPC, QPA
PB Mares, LLP
Newport News, VA
James A. Houpt
National Retirement Services,
Inc.
Charlotte, NC
Natalie Hunter
PenChecks, Inc.
La Mesa, CA
Ellen S. Houston-Pozek, QPA,
QKA, TGPC
DWC ERISA Consultants LLC
Salem, NH
James K. Hovey
Full Spectrum Retirement
Plans, LLC
Port Charlotte, FL
Urmez K. Hozdar, QPA, QKA
Creative Retirement Systems,
Inc.
Cincinnati, OH
Theresa Hunter
Lincoln Financial Group
Fort Wayne, IN
Kelly Marie Hurd, CPC, QPA,
QKA
QRPS, Inc.
Raleigh, NC
R. Bradford Huss, Esq.
Trucker Huss, APC
San Francisco, CA
Attendee List through October 14, 2014
Vallarie A. Iapalucci
L.R. Webber Associates, Inc
Hollidaysburg, PA
Jennifer L. Jeffries, QKA
Guardian
Bethlehem, PA
John Iekel
ASPPA
Arlington, VA
Joni L. Jennings, CPC, QPA,
QKA
DWC Consultants
Cumming, GA
James Patrick Ingold, APM
Striegel Knobloch &
Company, L.L.C.
Bloomington, IL
Peter Inoue
Compensation Consultants,
Inc.
Honolulu, HI
Amanda R. Iverson, APM
Pinnacle Plan Design, LLC
Tucson, AZ
Mark Iwry
US Department of Treasury
Washington, DC
Travis Jack
Metz & Associates, PLLC
Phoenix, AZ
Daphne C. Jackson, QPA,
QKA
NRECA
Arlington, VA
Susan Jackson, QKA
Nationwide Life Insurance
Galloway, OH
Thomas Jennings
Mason City, IA
Charlene S. Johnson
Canandaigua National Bank &
Trust
Pittsford, NY
Dawn L. Johnson
San Tan Valley, AZ
Laurie Joiner
Actuarial Systems
Corporation
Sylmar, CA
Carol D. Jones, QKA
Verisight, Inc.
Crofton, MD
Douglas E. Jones
Creative Retirement Solutions
Tustin, CA
Donald Jose
BMO Retirement Services
Milwaukee, WI
Traci L. Judziewicz, QKA
Sentry Life Insurance
Company
Stevens Point, WI
Lydia Jun
PenChecks, Inc.
La Mesa, CA
Carla Kadavy, QPA
Libman Actuarial Group, Inc.
Independence, OH
Christy D. Kalb, QKA
Nationwide Retirement Plans
Columbus, OH
Susan W. Kaltenbaugh, QPA,
QKA
Lifestyle Retirement
Company
Columbia, MD
Bernard E. Kaplan
CBIZ Tofias
Boston, MA
Ray J. Kaplan
Thomson Reuters
New York, NY
Robert M. Kaplan, CPC, QPA,
CFP, APA
ING
Thornwood, NY
Eugene L. Joseph, MSPA
Joseph & Turner Consulting
Actuaries, LLC
New York, NY
William G. Karbon, MSPA,
CPC, QPA
CBIZ Benefits & Insurance
Services, Inc.
Lawrenceville, NJ
Lee James, MSPA
July Business Services
Waco, TX
Martella A. Joseph, MSPA
Joseph & Turner Consulting
Actuaries, LLC
New York, NY
Deborah J. Katz, QPA, QKA
The Bank of New York Mellon
Corporation
Pittsburgh, PA
Robert A. Janicki, QKA
Alliance Benefit Group of
Michigan
Shelby Township, MI
David J. Josephs, MSPA
East Coast Pension
Consultants
Willow Grove, PA
Stephanie D. Katz, CPC, QPA
CETA Benefit Consulting
Group, LLC
Silver Spring, MD
Vanessa L. Jackson
NCUA
Alexandria, VA
Attendee List through October 14, 2014
Brian Kearsley
Idaho Falls, ID
Kyla M. Keck, CPC, QPA,
QKA, ERPA
Sageview Advisory Group
Knoxville, TN
Betty J. Kellas, QKA
PB Mares, LLP
Newport News, VA
Cameron M. Kelly, QPA
Pension Services, Inc.
Miami, FL
Colleen A. Kelly
NADART
McLean, VA
Marie C. Kelly
T. Rowe Price
Baltimore, MD
Brett Kerscher
Nationwide Financial
Columbus, OH
Janice Ki, QPA, QKA
Retirement Planners and
Administrators, Inc.
Ponte Vedra Beach, FL
Donald J. Kieffer, Jr.
Internal Revenue Service,
TE/GE
Mountainside, NJ
Kevin Kilcarr
Enterprise Iron Financial
Matawan, NJ
Michael P. Kiley
PAi
de Pere, WI
Debra A. Kilham, QKA
Tyler, Simms & St. Sauveur,
CPAs, PC
Lebanon, NH
Soraya Killmeyer
ASPPA
Arlington, VA
Seung H. Kim, QPA, QKA
NRECA
Arlington, VA
Matthew King
Transamerica Retirement
Solutions
Columbia, MD
Sara Klaessy
Principal Financial Group
Des Moines, IA
Ellen L. Kleinstuber, MSPA
The Savitz Organization, Inc.
Philadelphia, PA
Glenn P. Klinger, CPC, QPA,
QKA
Wilmington Trust
Harrisburg, PA
Charles J. Klose, FSPA, CPC
Vanguard
Valley Forge, PA
Jack R. Kneale, MSPA
Kissel Kneale & Tobin, Inc.
Madison, CT
Karen L. Koch
Vanguard
Valley Forge, PA
Cynthia T. Kochersperger,
QKA
Dixon Hughes Goodman LLP
Virginia Beach, VA
Nathan S. Kolbes, MSPA
Benefit TechGroup, Inc.
Jenkintown, PA
Connie H. Kolodziej, QKA
Burleigh Consulting Group
Memphis, TN
Jeffrey M. Koltun, APM
Kane and Koltun, Attorneys
At Law
Maitland, FL
Genevieve F. Kondraciuk,
QPA, QKA
PNC Institutional Investments
Glenshaw, PA
Janeen Kopale
Wolters Kluwer Law &
Business
Riverwoods, IL
Orest Koropey, APM
MassMutual Financial Group
Enfield, CT
Petros P. Koumantaros, QPFC
Spectrum Pension
Consultants, Inc.
Tacoma, WA
Yannis P. Koumantaros, CPC,
QPA, QKA
Spectrum Pension
Consultants, Inc.
Tacoma, WA
Ethan E. Kra, MSPA
Ethan E. Kra Actuarial
Services, LLC
West Orange, NJ
Robert H. Krane, QPA
The Savitz Organization, Inc.
Philadelphia, PA
Sharon M. Kress, QPA, QKA
Hatboro, PA
Deborah A. Krinn, TGPC
Lincoln Financial Group
Fort Wayne, IN
Annette Kropp
Prudential Financial
Iselin, NJ
Barry S. Kublin
BPAS
Utica, NY
Attendee List through October 14, 2014
Richard H. Kudler, CPC, QPA,
QKA
American National Insurance
Company
Galveston, TX
Richard Kutikoff, MSPA, FSA,
MAAA, EA, CFA
Pacific Benefit Services
Sherman Oaks, CA
Ann Kutz
Mid-Atlantic Pension
Specialists, Inc.
Center Valley, PA
Lacey Lab
Nationwide Financial
Columbus, OH
Lisa A. Lachmann
Pension Planning Consultants
Inc
Albuquerque, NM
Maura K. Lamb, QPA
DST Retirement Solutions
Quincy, MA
Jennifer Lancello
Wolters Kluwer Law &
Business
Riverwoods, IL
Deborah Lander, QKA
M & T Investment Group
York, PA
Eileen M. Latham, QPA, QKA
Capital Pension Services, Inc.
Manassas, VA
James A. Laudermilch, QKA
Vanguard
Valley Forge, PA
Steven N. LaValley, CPC, QPA
MassMutual Financial Group
Enfield, CT
Janine M. Laverdiere
Qualified Plan Consultants,
Inc.
West Springfield, MA
Charles M. Lax, Esq., APM
Maddin, Hauser, Roth &
Heller, P.C.
Southfield, MI
Barbara B. Leadem, QPA,
QKA
Atlantic Pension Services,
Inc.
Kennett Square, PA
Arthur S. Leaffer
Art Leaffer Marketing &
Product Creation
San Rafael, CA
Jill A. Lecas, QKA
Keystone Benefits Group, Inc.
Greensburg, PA
Lisette C. Legeai, CPC, QPA,
QKA
Fringe Benefit Group, LP
Austin, TX
Ana Leirner
ASPPA
Arlington, VA
Michael J Lemay
CWM Retirement Plan
Services, LLC
Worcester, MA
Edward R. Lenahan, QPA,
QKA
ADP
Florham Park, NJ
Stephanie G. Lester, QPFC
Unified Trust Company, NA
Lexington, KY
Germaine T. Leverette, QKA
Full Spectrum Retirement
Plans, LLC
Port Charlotte, FL
Steven J. Levine, MSPA
Steven J. Levine, LLC
Katonah, NY
Norman Levinrad, FSPA, CPC,
MAAA, EA
Summit Benefit & Actuarial
Services, Inc.
Eugene, OR
Brad R. Lankford, MSPA
Niles, Lankford Group, Inc
Plymouth, IN
Jessica W. Lee, CPC, QPA,
QKA
Employee Fiduciary
Semmes, AL
Steven J. Levitt, CPC, QPA
Vanguard
Scottsdale, AZ
Carl L. Laroche, QKA
NADART
Mc Lean, VA
Katy H. Lee, MSPA
DirecTV
El Segundo, CA
Barry Max Levy, QKA
Levy & Associates
Fort Lauderdale, FL
Mr Bryan Larson
XYZ
Arlington, VA
Robert D. Lees, QKA
First Midwest Bank/Wealth
Management
Joliet, IL
Paula M. Lewis, QPA, QKA
Tegrit Group
Akron, OH
Patricia J. Larson, CPC, QPA
Danziger & Markhoff, LLP
White Plains, NY
Louis F. LiBrandi, TGPC
O'Connor Davies, LLP
New York, NY
Attendee List through October 14, 2014
James Lim
Procentia, Inc.
Palatine, IL
Helen C. Loman
PBGH, LLP
Harrisonburg, VA
Alvin D. Lurie
Alvin D. Lurie, PC
Larchmont, NY
Maureen A. Lindsay, CPC,
QPA
Pension Resources, Inc.
Harrisburg, PA
Brian Long
Wolters Kluwer Law &
Business
Riverwoods, IL
Scott Lusher, QPA
Lawrence & Pearson
Associates
Schenectady, NY
Jacob T. Linney
Pentegra Retirement
Services, Inc.
Greensboro, NC
Robert L. Long, APM
Actuarial Systems
Corporation
Sylmar, CA
Yasmeen A. Luttazi, QPA
NADART
Mc Lean, VA
Dana Lipinski
American Century
Investments
Kansas City, MO
Valerie M. Lopez, MSPA
Actuarial Systems
Corporation
Sylmar, CA
David M. Lipkin, MSPA
Metro Benefits, Inc.
Pittsburgh, PA
George Lorenz, MSPA
George Lorenz Consulting
Inc.
Toronto, ON
Carol J. Lipman, CPC, QPA,
QKA
The Angell Pension Group,
Inc.
East Providence, RI
Daniel Liss, MSPA
Economic Group Pension
Services, Inc.
New York, NY
Charles T. Lloyd, QPA
Vanguard
Valley Forge, PA
Steven M. Lloyd, QPA, QKA
The Angell Pension Group,
Inc.
Providence, RI
Charles D. Lockwood, J.D.,
LL.M
ASC Institute, LLC
Tarzana, CA
Frank W. Lodato, CPC, QPA,
QKA
Prudential Financial
Iselin, NJ
Robin M. Louthen, QPA
Benefit Strategies, Inc.
Roanoke, VA
Robert T. Loveless, QPA, QKA
Prudential
Scranton, PA
Mary A. Lowery, QPA, QKA
Fox/Everett, a division of
HUB International
Ridgeland, MS
John E. Lucas, CPC
Bryan, Pendleton, Swats &
McAllister, LLC
Brentwood, TN
Justin Lueger
Community Bancshares, Inc.
Seneca, KS
Jason M. Lumpkin, QKA
Schneider Downs & Co., Inc.
Pittsburgh, PA
Reshma Lund, QPA
CMC Interactive, LLC
New York, NY
Leam Luy, QKA
Nationwide Financial
Columbus, OH
Judy A. Lynch, QPA
Vaccaro & Prisco, LLP
Hauppauge, NY
Peter Macaluso
FM International
Melville, NY
Ron Macinnis
Document Agility, Inc.
Lake Mary, FL
Kelly Maheu
Summit Business Media
Erlanger, KY
Sherri L. Malless, QPA, QKA,
TGPC
American United Life /
OneAmerica
Brownsburg, IN
Katherine M. Manker, MSPA
Arizona Qualified Plan
Services, Inc.
Phoenix, AZ
Barbara A. Mansfield, QPA,
QKA
GF Pension Corporation
Bethlehem, PA
Pamela A. Margenau, CPC,
QPA
Benefits of Missouri, Inc.
Chesterfield, MO
Attendee List through October 14, 2014
Jason R. Marino, QKA
Paychex, Inc.
Rochester, NY
John R. Markley, FSPA, CPC
Markley Actuarial Services,
Inc.
Lancaster, PA
Christen Marsenison
Envisage Information
Systems
Ithaca, NY
Linda Marshall
Internal Revenue Service
Washington, DC
Carla J. Martin, QKA
M&T Bank
York, PA
Joshua E. Martin
Moskal Gross Orchosky Inc.
Beachwood, OH
Marjorie R. Martin, MSPA,
MAAA, EA
Buck Consultants
Hewitt, NJ
Michael Marx, APM
Benefits Administrators, LLC
Lexington, KY
Lani K. Mash, QKA
Retirement Benefit Solutions,
LLC
Annandale, VA
Mike Mason
Wolters Kluwer Law &
Business
Riverwoods, IL
Joseph Massaro
Broadridge Financial
Solutions
Edgewood, NY
Cari A. Massey-Sears, CPC,
QPA
Dunbar, Bender & Zapf, Inc.
Pittsburgh, PA
Brian McCabe, QPA, QKA
United Retirement Plan
Consultants
King Of Prussia, PA
Miriam G. Matrangola, Esq.,
QPA, QKA
Atlantic Pension Services,
Inc.
Kennett Square, PA
Joan E. McCabe, MSPA
Actuarial Designs & Solutions,
Inc.
Scarborough, ME
Stephen C. Maurer, QPA,
QKA
Limestone Pension Associates
Swedesboro, NJ
Dean A. Mauri, Sr., QPA
T.J. Pensions
Selden, NY
Mr John Maury
John Hancock Retirement
Services
Atlanta, GA
Claire May
Actuarial Systems
Corporation
Somerville, MA
Duane L. Mayer, MSPA
United Retirement Plan
Consultants
Garden City, ID
Kelsey H. Mayo
Poyner & Spruill LLP
Charlotte, NC
Joseph A. Mazzara
Wolters Kluwer Law &
Business
Riverwoods, IL
Tammy M. McAnulty
Arrowpoint Capital
Charlotte, NC
Tonia R. McBride, QPA, QKA
Lane Gorman Trubitt, PLLC
Dallas, TX
Scott D. McCarthy, QPA, QKA
Pentegra Retirement Services
Shelton, CT
Matthew D. McCarty, QPA,
QKA
Dunbar, Bender & Zapf, Inc.
Pittsburgh, PA
Meredith McCaskey, CPC,
QPA, QKA
Dunbar, Bender & Zapf, Inc.
Pittsburgh, PA
John R. McCaw, MSPA
McCaw & Scholz Actuarial
Services Inc.
Garden Ridge, TX
Larry R. McClung, QPA, QKA
Benefit Plans Services, Inc.
Huntington, WV
Lindy G. McCoy, QKA
Alliance Benefit Group of
Michigan
Bingham Farms, MI
Mary McCracken
American Academy of
Actuaries
Washington, DC
Rebecca McCracken
Bloomberg BNA
Arlington, VA
Timothy M. McCutcheon, APM
Madison, WI
Attendee List through October 14, 2014
Kyle McDonald
Pension Benefit Information,
Inc.
San Rafael, CA
Susan S. McDonald
Pension Benefit Information,
Inc.
San Rafael, CA
Virginia McGinnis
CDM Retirement
Consultants,Inc.
Towson, MD
Ronica C. McGovern, QPA,
QKA
Cherry Bekaert LLP
Virginia Beach, VA
David B. McHenry, QKA,
TGPC
Envoy Financial
Colorado Springs, CO
Scott R. McHenry, MSPA
McHenry Advisers, Inc.
New Albany, OH
Steven E. McInally, QPA,
TGPC
Lincoln Financial Group
Radnor, PA
James J. McKinney, IV, CPC,
QPA, QKA, ERPA
Retirement Strategies, Inc.
Augusta, GA
Charles N. McLeod, FSPA,
CPC
McLeod Consulting, LLC
Richmond, TX
Robyn McNair
Colonial Surety Company
Montvale, NJ
Suzanne M. McNellis, QPA,
QKA
Vanguard
Valley Forge, PA
Sharon McNish
SBC Benefit Consultants, Inc.
Rutherford, NJ
Jo-El Meyer
Bloomberg BNA
Arlington, VA
Robert L. McNulty, CPC
Dunbar, Bender & Zapf, Inc.
Pittsburgh, PA
Rhonda G. Migdail
Keightley & Ashner LLP
Washington, DC
Jane Meacham
Thompson Publishing Group
Bethesda, MD
Anthony J. Milano, QKA
Associated Pension
Consultants, Inc.
Syosset, NY
Andrea L. Meadows, QPA,
QKA
Benefit Plans Services, Inc.
Huntington, WV
Melissa A. Medbury, CPC,
QPA, QKA
The Angell Pension Group,
Inc.
East Providence, RI
Amar Medjid, MSPA
CMC Interactive, LLC
New York, NY
Evan B. Melcher
Greenspring Wealth
Management
Alpharetta, GA
Beth A. Mello, QKA
Stephen Eldridge
Manchester, NH
Lisa M. Merchan, QPA, QKA
Vanguard
Valley Forge, PA
Lee Mermelstein
Bloomberg BNA
Arlington, VA
Cynthia K. Miller, QPA, QKA
GF Pension Corporation
Bethlehem, PA
Dana C. Miller, CPC
CPI Qualified Plan
Consultants, Inc.
Great Bend, KS
Jeffrey Miller
Courage Miller Partners, LLC
Norfolk, VA
Judy A. Miller, MSPA
ASPPA
Arlington, VA
Michael A. Miller
CBIZ Benefits & Insurance
Services, Inc.
Cumberland, MD
George Miller, III
Graham Holdings Company
Arlington, VA
Karen S. Mills, QKA
Gilliam Coble & Moser, LLP
Burlington, NC
Donna Messerly
Gorrelick, Tievy & Associates,
Inc.
Rockville, MD
Erik C. Mitchell, CPC, QPA,
QKA
Markley Actuarial Services,
Inc.
Lancaster, PA
David W. Meyer, QKA
ADP
Louisville, KY
Juan C. Molina
Retirement Revolution
Pasadena, CA
Attendee List through October 14, 2014
Douglas B. Monahan
Mt. Hood Pension Service,
LLC
Portland, OR
Mandi R. Mondelblatt
Vanguard
Trappe, PA
Patricia M. Monju, QPA
Fox-Everett, A Division of
HUB International
Metairie, LA
Jose C. Montenegro
Guardian Life Insurance
Company of America
New York, NY
Courtney N. Montijo, CPC,
QPA, QKA
Fulton Financial Advisors
Lancaster, PA
Katrina W. Moody, QPA, QKA
Retirement Plan
Administrators, LLC
Atlanta, GA
Brandy R. Moore, QPA, QKA
Alliance Benefit Group of
Michigan
Bingham Farms, MI
Christopher S. Moore
Rogers Wealth Group, Inc.
Fort Worth, TX
Colleen McCormick Moore,
QPA, QKA
Peoples United Bank
Retirement Services
Burlington, VT
Lynn L. Mordan, CPC, QPA
Mordan Retirement
Consulting, Inc.
Park Ridge, IL
Michael P. Mordan, QPA
Mordan Retirement
Consulting, Inc.
Park Ridge, IL
Brittany M. Morgan
Mary F. Morgan
DATAIR Employee Benefit
Systems, Inc.
Westmont, IL
Laura S. Moskwa, CPC, QPA
Laura S. Moskwa Consulting
Auburn, CA
Ed Moss
Caribbean Pension
Consultants, Inc.
Boca Raton, FL
Scott Moss
Wealth Management
Systems, Inc.
New York, NY
John H. Moye, Jr., CPC
Pension Systems, Inc.
Mount Pleasant, SC
Sara H. Moylett, QPA, QKA
Vanguard
Valley Forge, PA
Donna T. Mrozinski, CPC
Deutsche Bank Securities Inc.
Baltimore, MD
Kalman D. Muchnick, QPA
The Savitz Organization, Inc.
Philadelphia, PA
Karl M. Muller, QPA, QKA,
TGPC
Creative Pension Consultants,
Inc.
Albany, NY
David A. Munoz, QPA
Capital Pension Services, Inc.
Woodbridge, VA
David J. Murphy, QPA, QKA
Wells Fargo IRT
Menomonee Falls, WI
Lisa A. Murphy, QKA, TGPC
MassMutual Financial Group
Springfield, MA
Megan Murphy
American Century
Investments
Kansas City, MO
Michelle G. Murphy, QPA,
QKA
Professional Capital Services
Philadelphia, PA
Alexander E. Najjar
Najjar Employment Law
Group, P.C.
Andover, MA
Randolph Namin
Castle Rock Innovations, LLC
Chicago, IL
Daniel Nason, QKA
Vanguard
Scottsdale, AZ
Bonnie L. Nave
Lincoln Financial Group
Fort Wayne, IN
Steven G. Needelman
MassMutual Financial Group
W Hartford, CT
Jill Neison
Dietrich & Associates, Inc.
Savannah, GA
Mitzi K. Nelson, QPA, QKA
Qualified Plan Consultants,
LLC
West Des Moines, IA
Stephen J. Nelson
WyStar Global Retirement
Solutions
Rockville, MD
Attendee List through October 14, 2014
Trent E. Newcomb, CPC,
QPA, QKA
North American KTRADE
Alliance, LLC
Plymouth, IN
Ken Newhouse
CUNA Mutual Group
Madison, WI
David C. Newman, QPA, QKA
CBIZ Benefits & Insurance
Services Inc
Plymouth Meeting, PA
Sharon K. Newman, APM
Merkley, Newman & McLaws,
Inc.
Mesa, AZ
Beth Newton
Massmutual Financial Group
Springfield, MA
Suzanne D. NewtonWiegand, QPA, QKA
Group Health & Benefit
Administrators, Inc.
Worcester, MA
Chau Michelle M. Ngo, QKA
San Diego Pension
Consultants, Inc.
San Diego, CA
Kory S. Ngo
Benefit Equity, Inc.
Santa Ana, CA
Joseph A. Nichols, MSPA,
ASA, MAAA, EA
FTI Consulting
Savannah, MO
Anthony C. Nickel
Procentia, Inc.
Palatine, IL
Tonya Niday
Principal Financial Group
Des Moines, IA
Gerald P. Noel, QPA, QKA
Creative Pension Consultants,
Inc.
Albany, NY
Kellianne C. O'Donnell, QPA
ECP Design and Service
Group
Melville, NY
James R. Nolan, QPA
The Nolan Company
Overland Park, KS
Brendan O'Farrell, FSPA, CPC
Seattle, WA
Brandt Nolen
Retirement Planning Services
Greenwood Village, CO
Karen Nothe-Valley
MassMutual Financial Group
Enfield, CT
Deborah A. Novotny
D A Novotny & Associates,
LLC
Lutherville, MD
Karen M. Noyle, QPA, QKA
Vanguard
Valley Forge, PA
Calvin E. Nystrom
National Planning Holdings,
Inc.
Tampa, FL
Brett M. Oberman, QPA, QKA
PNC
Pittsburgh, PA
Gwen S. O'Connell, CPC, QPA
O'Connell Pension Consulting,
Inc.
Eugene, OR
Ronald F. O'Connell, MSPA
Pencomp, Inc.
South San Francisco, CA
Jeffrey D. O'Connor, QPA
Long Island Employee
Benefits Group, Ltd.
Hauppauge, NY
Kathleen O'Connor, QKA
Plexus Financial Services
Plainfield, IL
Candy C. Okuhama
ASC Trust Corp.
Hagatna, GU
Lauren Okum, MSPA, ASA,
MAAA, EA
Premier Actuarial Solutions
San Francisco, CA
Rebecca Oldroyd
Deseret Mutual
Salt Lake City, UT
Andrew E. Oliphant, QPA,
QKA
The Newport Group
Charlotte, NC
Pee-Khun Oliver
BB&T Securities
Richmond, VA
Brian Olson
Actuarial Systems
Corporation
Tarzana, CA
Brian P. Olson, QKA
DST Retirement Solutions
Quincy, MA
Rob Olszewski
Cambridge, MA
Brian J. O'Neill, QPA, QKA,
TGPC
Vanguard
Chester Springs, PA
Martha Ophir
Cash Balance Online, Inc.
Encino, CA
Attendee List through October 14, 2014
John Ortman
ASPPA
Leesburg, VA
Gwenn Paness
SunGard Relius, LLC
New York, NY
Rebecca Patterson Holmes,
QKA
Kingsport, TN
Mark Osmond
Envestnet Retirement
Solutions
Chicago, IL
Carlos Panksep
CEFEX
Bridgeville, PA
Erin D. Patton, CPC, QPA,
QKA
Alliance Benefit Group of
Illinois
Peoria, IL
Laurie Ostrow
United Retirement Plan
Consultants
Laguna Hills, CA
Michael F. Ostuni, Jr., QPA,
QKA
PenServ, Inc.
Mount Kisco, NY
Mark Ottesen
BKD, LLP
Saint Louis, MO
Christopher Paese, QPA, QKA
Bethlehem, PA
Robert Paglione, FSPA, CPC
Benefit Consultants Group,
Inc.
Cherry Hill, NJ
Sherri L. Painter
PNC
Pittsburgh, PA
Christina M. Pakidis, QPA,
QKA
Chadbourne & Parke LLP
New York, NY
Jennifer Palmentere
DST Systems, Inc.
Kansas City, MO
Michael A. Palmer, CPC, QPA,
QKA
Warren Averett, LLC
Birmingham, AL
Maria Palomino
ASPPA
Arlington, VA
Tina Papadopoulos
BerryDunn
Portland, ME
Cynthia A. Parker, QPA, QKA
Great-West Financial
Overland Park, KS
Steven Parker
ParkereSSe Ltd.
Ruby, VA
Melanie Parlon, QKA
T. Rowe Price
Littlestown, PA
Robert K. Parmely, QPA, QKA
Gelman Pension Consulting,
Inc.
New York, NY
Jack L. Parrack, MSPA
Air Line Pilots Association,
Int'l
Herndon, VA
Cheryl L. Pasierb, QPA
Berlin, Ramos & Company,
P.A.
Rockville, MD
Christine M. Pastor, QPA,
QKA
Prudential Financial
Bridgewater, NJ
Tamara Patterson
BenefitsPro.com
Denver, CO
Tamara W. Patterson
BenefitsPro.com
Centennial, CO
James C. Paul, APM
Paul Benefits Law Corp.
Gold River, CA
Susan Paulauskas
Schneider Downs & Co., Inc.
Pittsburgh, PA
Matt A. Payne, QPA, QKA
Retirement Horizons Inc.
The Woodlands, TX
Robert Penafiel
Pension Services, Inc.
Miami, FL
Lisa L. Penpek, MSPA
Strategic Employee Services,
Inc.
Knoxville, TN
Pam D. Perdue, Esq.
Summers Compton & Wells,
P.C.
Saint Louis, MO
Lynne M. Perrier, QPA
QPC, Inc.
West Springfield, MA
Daniel E. Perrine, MSPA
Kardan Actuarial Services,
LLC
Colonia, NJ
Susan H. Perry, CPC, QPA,
QKA
Edberg & Perry, Inc.
Phoenix, AZ
Attendee List through October 14, 2014
Steve J. Persons, MSPA
Creative Benefit Strategies,
Inc.
Broadview Heights, OH
Lawrence R. Peters, FSPA
Red Bank Pension Services,
Inc.
West Windsor, NJ
Mr Jeffrey S. Petersen, QKA
ING Financial Advisers
Holbrook, MA
John M. Peterson, Esq.
Kaufman & Canoles
Norfolk, VA
Teble Peterson
Unified Trust Company, NA
Lexington, KY
Charles T. Petrasanta
Internal Revenue Service
Danbury, CT
Alex Petrenko
First Allied Retirement
Services
Walnut Creek, CA
Alan R. Pfeffer, QPA
Sentinel Benefits Group
Melville, NY
Richard J. Phelan, CPC, QPA
Vanguard
Valley Forge, PA
Mary E. Phillips, CPC, QPA,
QKA
American Funds
Carmel, IN
Matthew J. Phillips, MSPA
United Benefit Pensions Inc.
Melville, NY
Richard S. Phillips, CPC, QPA,
QKA
ERISA Partners, Inc.
Nashville, TN
Susannah R. Phillips, QKA
Kravitz, Inc
Oakton, VA
Gwendolyn H. Potter, QKA
Benefit Strategies, Inc.
Roanoke, VA
Tina G. Pickard, QPA, QKA
Qualified Plan Administrators,
Inc.
Greensboro, NC
Stella Poulos
Alpha & Omega, Financial
Management Consultants,
Inc.
La Mesa, CA
Kurt F. Piper, MSPA, ASA,
MAAA
Piper Pension & Profit
Sharing
Venice, CA
Elizabeth Piper-Bach
NADART
Mc Lean, VA
Andy Plummer
American Funds
San Antonio, TX
Tami M. Plummer, CPC, QPA,
TGPC
Lincoln Financial Group
Gray, ME
Ken Polk
Frost HR Consulting
Dallas, TX
Nicholas E. Porcaro, CPC,
QPA, QKA
T. Rowe Price
Baltimore, MD
W. Frank Frank Porter
FASCore
Greenwood Village, CO
Sadie S.H. Pourfathi, QPA
CH Pension Service
San Jose, CA
Dennis Povloski
DF Pensions, Inc.
Jacksonville Beach, FL
Thomas E. Powell, QPA
PlanTech, LLP
Birmingham, AL
Adam C. Pozek, QPA, QKA,
QPFC, ERPA
DWC ERISA Consultants LLC
Salem, NH
Frank Prager, FSPA, CPC
SunGard Relius, LLC
Jacksonville, FL
Victoria J. Prenger, QPA, QKA
Pohlman & Talmage CPAs,
Inc.
Moraine, OH
Peter E. Preovolos
PenChecks, Inc.
La Mesa, CA
Julie S. Poske, CPC, QPA
Palmer Pension Services, Inc.
Marietta, GA
Jon Prescott
Envisage Information
Systems
Ithaca, NY
Donald J. Potter, Jr., CPC
Benefit Strategies, Inc.
Roanoke, VA
Barbara Preslock
MetLIfe
Taylorsville, GA
Duke A. Potter, QPA, QKA
The Pension Studio
West Palm Beach, FL
Attendee List through October 14, 2014
Michael B. Preston, MSPA,
MAAA, EA
Preston Actuarial Services,
Inc.
Orland, CA
Shelly Preston, QPA, QKA
Vanguard
Valley Forge, PA
Kasey R. Price, QPA, QKA,
ERPA
Retirement Strategies, Inc.
Augusta, GA
Amarilis Prieto
Colonial Surety Company
Montvale, NJ
Robert Ryan Puls, CPC
Progressive Pension
Administrators, Inc.
Fort Myers, FL
Richard E. Pummill, QPA,
QKA
The Retirement Plan
Company, LLC
Centerville, OH
Kevin Purce
Newkirk Products, Inc
Albany, NY
Marc L. Pushkin, MSPA
Pushkin & Pushkin, Inc.
Timonium, MD
Nicole Pyne
National Benefit Services,
LLC.
West Jordan, UT
Betty A. Rader, QPA
JP Morgan Retirement Plan
Serivces
Overland Park, KS
John F. Rafferty, Jr., CPC,
TGPC
Creative Pension Consultants,
Inc.
Albany, NY
Patsy Z. Randall, QKA
Precision Plan Administration,
LLC
Warner Robins, GA
Stephen B. Randall
Precision Plan Administration,
LLC
Warner Robins, GA
Evan M. Rapp, QPA, QKA
RPG Consultants
New York, NY
Michael Rasband
Deseret Mutual
Salt Lake City, UT
Richard W. Rausser, CPC,
QPA, QKA
Pentegra Retirement Services
White Plains, NY
Rochelle L. Rayburn, QPA
The Summit Group
Oklahoma City, OK
Lori H. Reay, CPC, QPA, QKA
Hawkins Cloward & Simister
Orem, UT
Leta B. Rech, QKA
Cherry Bekaert LLP
Virginia Beach, VA
Dennis M. Reddington, MSPA
Pension Advisory Group, Ltd.
Vernon Hills, IL
Harold L. Reed, MSPA, CPC,
QPA
National Retirement Services,
Inc.
Apex, NC
Theodore G. Reeder, III, APM
Tiger's Eye Benefits
Consulting
Hagerstown, MD
David B. Reid, JR, MSPA
The Savitz Organization, Inc.
Philadelphia, PA
Patricia A. Reilly
MetLife
Boston, MA
William E. Reimold
Mid-Atlantic Pension
Specialists, Inc.
Allentown, PA
Darlene Rice Reinecke, QKA
T. Rowe Price Group
Owings Mills, MD
C. Frederick Reish, Esq., APM
Drinker, Biddle & Reath, LLP
Los Angeles, CA
Jodi L. Reish, QPA, QKA
Lifestyle Retirement
Company
State College, PA
Alicja M. Reksc, QKA
TD Wealth
Burlington, MA
Andrew Remo
ASPPA
Arlington, VA
Donald R. Remsch
Lockheed Martin Corporation
Bethesda, MD
Allyson Rentsch
TriStar Pension Consulting
Oklahoma City, OK
Edward Repper, MSPA
ERP Actuaries & Consultants
Melville, NY
Kevin P. Reynolds, CPC, QPA,
QKA, TGPC
EJReynolds, Inc.
Pembroke Pines, FL
Leslie Reynolds, QPA
EJReynolds, Inc.
Pembroke Pines, FL
Attendee List through October 14, 2014
Whitney L. Rhode, QKA
National Rural Electric
Cooperative Association
Alexandria, VA
Thomas Roback, Jr., QKA,
CEP
Blue Ridge ESOP Associates
Charlottesville, VA
Daniel F. Richards, MSPA
Pension & Profit Sharing
Planning Co., Inc.
New York, NY
Karen S. Roberts, QKA
CBIZ Retirement Plan
Services
Maitland, FL
Vincent E. Richards, QPA,
QKA
Vanguard
Downingtown, PA
Kimberly A. Roberts, QPA
DATAIR Employee Benefit
Systems, Inc.
Westmont, IL
Judy A. Richardson, QPA
Kidder Benefits Consultants,
Inc. - West Des Moines, IA
West Des Moines, IA
Adrienne L. Robertson, Esq.,
CPC, QPA
Drinker, Biddle & Reath, LLP
Philadelphia, PA
Charles F. Rolph III
Nationwide Financial
Columbus, OH
Mary Sharon Richmond, QKA
NADART
McLean, VA
William G. Robertson
Waddell & Reed
Overland Park, KS
Terrence J. Ronczkowski
Pension Administrators, Inc.
Inverness, IL
Robert M. Richter, J.D.,
LL.M., APM
SunGard Relius, LLC
Jacksonville, FL
Christopher L. Robino, APM
DST Retirement Solutions
Quincy, MA
Ruth M. Roper, QPA
Corporate Financial Services,
LLC
Montgomery, AL
Kimberly Riden, QKA
Transamerica Retirement
Solutions
Columbia, MD
Cheryl-Ann C. Riggin, QKA
CVS Caremark
Hopedale, MA
Megan N. Riley
Moneta Group
Saint Louis, MO
Patrick E. Ring, MSPA
US Department of Energy
Washington, DC
Maria Josephine J. Rivera,
QPA, QKA
Thomas Wirig Doll
Walnut Creek, CA
Jean Rocafort
Pension Plus, Inc
Hato Rey, PR
Mary Ann Rocco, MSPA, EA
Mary Ann Rocco, EA
Consulting Actuary
Huntington Beach, CA
Oscar Rodriguez
MassMutual Financial Group
Enfield, CT
Virgilio Rodriguez, MSPA
Group Health & Benefit
Administrators, Inc.
Boston, MA
Dale C. Rogers, CPC
Rogers Wealth Group, Inc.
Fort Worth, TX
Jennifer Rogers
Enterprise Iron Financial
Matawan, NJ
Cedric T. Rohwedder, MSPA
Cash Balance Actuaries, LLC
Shakopee, MN
Lynn A. Rokosz, QPA, QKA
MassMutual Financial Group
Enfield, CT
Kathy M. Roland, QPA, QKA
Wells Fargo Bank, N.A.
Minneapolis, MN
Marina Rolbin, QPA
Source One Business Services
Ellicott City, MD
Michael P. Rosandich, QPA,
QKA
American United Life
Insurance Company
Indianapolis, IN
Mariana Rosario-Gonzalez
BenefitsPro.com
New York, NY
Lisa D. Rose, QKA
NADART
Mc Lean, VA
Stephen H. Rosen, MSPA,
CPC
FTI Consulting
New York, NY
Melissa Rosenbaum
TD Ameritrade Trust
Company
Denver, CO
Attendee List through October 14, 2014
Howard P. Rosenfeld, MSPA,
MAAA
Rosenfeld/Tortu Retirement
Planning Company, Inc.
Tarrytown, NY
Robyn E. Rosenthal
United Retirement Plan
Consultants
North Attleboro, MA
David S. Rosner
Ogletree Law Firm
Washington, DC
JoAnn M. Ross, QKA, QPA
MassMutual Financial Group
Enfield, CT
James P. Rosselle
RMB Capital Management,
LLC
DENVER, CO
Tina B. Rossman, QPA, QKA
Lifestyle Retirement
Company
State College, PA
Lance Roteman
Northeast Professional
Planning Group
Tarrytown, NY
Elizabeth A. Rovaldi, QPA,
QKA
Lakeland, FL
Roger Rovell
Fiduciary Partners Retirement
Group
Clearwater, FL
Lynn M. Roy
MassMutual Financial Group
Springfield, MA
Robert W. Roya
Voya Financial
Windsor, CT
Kirsten N. Rozmiarek, CPC,
QPA
Milliman, Inc.
Denver, CO
Deborah J. Rubin
Transamerica Retirement
Solutions
Columbia, MD
John W. Rudolph, QKA
WyStar Global Retirement
Solutions
Richmond, VA
Edna H. Russo
AXA Equitable Life Insurance
Company
Englishtown, NJ
Aldo Rutigliano
T.J. Pensions, Inc.
Patchogue, NY
Teresa Rutigliano
T.J. Pensions, Inc.
Patchogue, NY
Laura Ryan
Plan Document Systems LLC
(PDS)
Washington, DC
Christopher J. Rylands, APM
Bryan Cave LLP
Atlanta, GA
Brenda S. Rynski
American Funds
Carmel, IN
Edgardo A. Saade
AXA-Equitable Life Insurance
Company
Secaucus, NJ
Gary R. Saake
DATAIR Employee Benefit
Systems, Inc.
Westmont, IL
Roberta L. Saathoff
Principal Financial Group
Mason City, IA
Shannon Salinas
ACLI
Washington, DC
Dallas Salisbury
Employee Benefits Research
Institute
Washington, DC
Scott Salisbury, CPC, QPA,
QKA, QPFC
Actuarial Benefits Corp.
Torrance, CA
Ed Salyers, CPA
Ed Salyers CPA
Hendersonville, TN
John N. Sample, QPA, QKA
The Vargo Company
Erie, PA
Kathleen W. Sampson, CPC,
QPA
Employee Benefit Resources,
Inc.
Helena, MT
Karen S. Sanchez, QPA
Sikich LLP
Naperville, IL
Karen A. Sandler, QPA, QKA
BASF Corporation
Florham Park, NJ
Thomas M. Santa Barbara,
QPFC
Direct Retirement Solutions
Albany, NY
Khash Sarrafi
Castle Rock Innovations
Chicago, IL
Attendee List through October 14, 2014
Eve P. Savastano, CPC, QPA,
QKA
The Angell Pension Group,
Inc.
East Providence, RI
Lynn Savin, QPA
Associated Pension
Consultants, Inc.
Syosset, NY
Leonard J. Savoleo, CPC
Advanced Pension Actuaries,
Inc.
Rockville Centre, NY
Jacob L. Sawmiller, QPA,
QKA, TGPC
Lincoln National Corporation
Fort Wayne, IN
Mary Elizabeth Schaaf, APM
Ameritas Life Insurance
Corporation
Cincinnati, OH
Jeanne T. Schanzenbach,
CPC, QPA
Limestone Pension
Associates, LLC
Wilmington, DE
Tom Schapira
Lombard, IL
Marvin A. Scherb, MSPA
Altigro Pension Services, Inc.
Fairfield, NJ
David R. Schlageter
Ameritas Life Insurance
Corporation
Atlanta, GA
Barbara K. Schlosberg, QPA,
QKA
DST Systems Inc
Shawnee Mission, KS
Bradley J. Schlozman, APM
Hinkle Law Firm LLC
Wichita, KS
Debra K. Schmidt, QPA, QKA
Waddell & Reed
Shawnee Mission, KS
Jared K. Scott, CPC, QPA
BKD, LLP
Springfield, MO
Steven Schmutter
Krass, Snow & Schmutter,
P.C.
New York, NY
Stacey Scott
Voya Financial
Windsor, CT
Mark N. Schneider, CPC
Deloitte Tax LLP
Mc Lean, VA
Nicole A. Schneider
P & A Group
Buffalo, NY
Connie L. Schultz, QKA
Bell State Bank & Trust
Fargo, ND
David C. Schultz
AXA Financial, Inc.
Sandy Springs, GA
Megan Schulze, QPA, QKA
RPAS, Ltd.
Richmond, VA
Shelley Schumacher
BMO Retirement Services
Milwaukee, WI
Kent D. Schutte, TGPC
Educators Financial Services
Cambridge, MN
Alan Schwartz
Retirement Planning Group,
LLP
Glastonbury, CT
Skip Schweiss
TD Ameritrade Trust
Company
Denver, CO
John M. Sciarra
National Retirement Services,
Inc.
Huntington Beach, CA
Sharon Scussel, QPA, QKA,
TGPC
MassMutual Financial Group
Enfield, CT
Karen Dillman Sebach, MSPA
DATAIR Employee Benefit
Systems, Inc.
Norfolk, CT
Kathleen A. Sebetka, QKA
USI
Falls Church, VA
Brian S. Secrest, QPA, QKA
Creative Benefit Strategies,
Inc.
Broadview Heights, OH
Kathy R. Seimet
The Hartford
Oregon, OH
Kevin B. Seimet
Nationwide Financial
Powell, OH
John P. Selander, QKA
Goldleaf Partners
Bloomington, MN
David Sensenig
ASPPA
Arlington, VA
Kaezad Setna
Optimal Office Solutions, LLC
Cincinnati, OH
Sharon L. Severson
CUNA Mutual Group
Lodi, WI
Attendee List through October 14, 2014
Catharine E. Seward, QKA
American Funds
Norfolk, VA
Joseph M. Sharie
Kinol Sharie Leyh &
Associates
Allison Park, PA
Vanessa T. Sharp, QKA
Zukerman & Associates, Ltd
Virginia Beach, VA
M. Jane Shawver, QKA
Blue Benefits Consulting, Inc
Columbus, OH
Marie Shebuski, QPA, QKA
The Rehmann Group
Lansing, MI
Daniel Sheehan
Plan Document Systems LLC
(PDS)
Washington, DC
Lisa Sheehan
Principal Financial Group
Des Moines, IA
Angela C. Sheeler, QPA, QKA
T. Rowe Price
Owings Mills, MD
Loretta K. Shepard, QPA
MHM Retirement Plan
Solutions
Leawood, KS
Ian Sheridan
SunGard Relius, LLC
Scituate, MA
Jeffrey S. Shouldis, MSPA
Ascensus Consulting
Churchville, PA
Lisa A. Showalter, CPC, QPA,
QKA
Markley Actuarial Services,
Inc.
Lancaster, PA
Jeffrey S. Shrader, QPA, QKA
Transamerica Retirement
Solutions
Round Rock, TX
Debra L. Singer, QKA
MHM Retirement Plan
Solutions
Leawood, KS
Svetlana Sidorova
Lynchval Systems Worldwide,
Inc.
Chantilly, VA
Charanjeet Singh
United Retirement Plan
Consultants
Marina Del Rey, CA
Andrew R. Siegel
Penn Pension Center, Inc.
New York, NY
Spencer Singletary
Dorsa Consulting
Ponte Vedra, FL
Seth F. Siegel, MSPA
Siegel Actuarial Consulting,
Inc.
Wexford, PA
Bryan Sklar
ParkereSSe Ltd
Ruby, VA
Dawn M. Siegel-Shaw
Siegel Actuarial Consulting,
Inc.
Wexford, PA
Kathleen M. Silva
DST Retirement Solutions
Taunton, MA
Scott P. Slagle, CPC, QPA
Qualified Plan Solutions, LC
Colwich, KS
Jonathan Sloan
Harbridge Consulting Group,
a BPAS Company
New York, NY
Brad Simek
SunGard Relius, LLC
Jacksonville, FL
Ann Slotwinski
John Hancock Financial
Services
Boston, MA
Warren I. Simon, QPA
Associated Pension
Consultants, Inc.
Syosset, NY
Daniel J. Small, QPA
Creative Retirement Systems,
Inc.
Cincinnati, OH
Sarah Simoneaux, CPC
Simoneaux & Stroud
Consulting Services
Mandeville, LA
Tracy D. Smedley, QPA, QKA
Vanguard
Valley Forge, PA
Ken Simons
GSM
Jacksonville, FL
Charles E. Simpson, MSPA
Facts, Inc.
Crawfordsville, IN
Brian J. Smerdell
Enterprise Iron Financial
Matawan, NJ
Clyde D. Smith, MSPA
Michael F. Yates & Co.
Antelope, CA
Dondrack Smith
Retirement Strategies Group,
LLC
New Orleans, LA
Attendee List through October 14, 2014
Jennifer J. Smith, APM
United Retirement Plan
Consultants
Denver, CO
Karen Smith, MSPA
Nova 401(k) Associates
Houston, TX
Lea L. Smith, QKA, TGPC
Lincoln Financial Group
Fort Wayne, IN
Leslie Smith
SunGard Wealth and
Retirement Administration
Jacksonville, FL
Lowell M. Smith, Jr.
InspiraFS
Pittsburgh, PA
Mary-Beth Smith
Actuarial Systems
Corporation
Old Orchard Beach, ME
Sheldon H. Smith, Esq., APM
Bryan Cave LLP
Denver, CO
Erin M. Smyth, CPC, QPA,
QKA
American National Insurance
Company
Galveston, TX
Michelle M. Soderlund, MSPA,
CPC
Pinnacle Pension Services,
Inc.
Boise, ID
Jennifer R. Sofranko, QPA,
QKA
Noble-Davis Consulting, Inc.
Solon, OH
George Soleimani
Gelman Pension Consulting,
Inc.
New York, NY
Gregory Solley
The Savitz Organization, Inc.
Philadelphia, PA
Charles D. Steingas, MSPA
Cash Balance Actuaries, LLC
Eden Prairie, MN
Ross A. Solverud, CPC, QPA,
QKA
Sentry Life Insurance
Company
Stevens Point, WI
Deborah L. Stevens, QKA
NADART
Mc Lean, VA
Jennifer L. Sorrell, QKA
NADART
Mc Lean, VA
Robert A. Sosky, QPA, QKA,
TGPC
Standard Retirement
Services, Inc.
Mount Carmel, PA
Heather M. Sparano, QPA
Principal Financial Group
Lenore, ID
Matthew St. Lucia, QKA
Paychex, Inc.
West Henrietta, NY
Judy R. Stevens, MSPA, QPA
Actuarial Systems
Corporation
Cleveland, OH
Vicki L. Stevens, QPA, QKA
The Pension Company
Dallas, TX
Scott A. Stewart
Nationwide Retirement Plans
Granville, OH
Wesley T. Stohler, CPC, QPA,
QKA
Associated Benefit Planners,
Ltd.
King of Prussia, PA
Jeffrey Stacey
McGee, Hearne, & Paiz, LLP
Cheyenne, WY
Rodney W. Stortenbecker,
CPC, QPA
Lincoln Financial Group
Vancouver, WA
Roger Stalnaker
Nationwide Insurance
Columbus, OH
Steven J. Stout, QPA, QKA
National Benefit Services, LLC
West Jordan, UT
Elizabeth J. Stanton, QPA,
QKA
Vanguard
Lafayette Hill, PA
Eric D. Strand
EBG Systems, Inc.
Chicago, IL
Lawrence C. Starr, CPC,
QPFC, FLMI, CLU®, CEBS,
CHFC®, EA
Qualified Plan Consultants,
Inc.
West Springfield, MA
Jeffrey Stein
Nationwide Financial
Columbus, OH
Chris L. Stroud, MSPA, MAAA,
EA
Simoneaux & Stroud
Consulting Services
Marco Island, FL
Sheryl K. Stucky, CPC, QPA
Actuarial Systems
Corporation
Sylmar, CA
Attendee List through October 14, 2014
Michael D. Stuebe, CPC, QPA,
QKA, QPFC
Trinity Pension Consultants,
Inc.
Powell, OH
Stephen P. Taft, QPA
SPT Pensions
White Plains, NY
Francis A. Tharsius, MSPA
Nationwide Financial
Columbus, OH
David J. Tananbaum, MSPA
AtPrime Media
New York, NY
Lisa Thomas
EIP, Inc.
Overland Park, KS
Stephen A. Tangney
DST Retirement Solutions
Quincy, MA
Sean W. Thomas, QPA, QKA
Wells Thomas, LLC
Branford, CT
David Tanguay, TGPC
ICMA-RC
Washington, DC
Christina M. Thompson, QKA
NADART
Mc Lean, VA
Marcy L. Supovitz
Boulay Donnelly & Supovitz
Consulting Group, Inc.
Worcester, MA
Troy Tarr
Aspire Financial Services, LLC
Tampa, FL
Lee Anne Thompson, QPA
The Trust Company of
Kansas
Lawrence, KS
William J. Sutton, CPC, QPA
UHY Advisors MO, Inc.
Saint Louis, MO
Ciara Taylor
Colonial Surety Company
Montvale, NJ
Jeffrey K. Suyematsu
Pax World Investment
Management
Portsmouth, NH
George J. Taylor, MSPA
George Taylor
Muncy, PA
Annette Suarez
Pension Services, Inc.
Miami, FL
Matthew W. Sullivan, CPC,
QPA
Atlantic Pensions, Inc.
Virginia Beach, VA
Alan B. Svedlow, QPA, QKA
NADART
Mc Lean, VA
Pete Swisher, CPC, QPA,
TGPC
Pentegra Retirement
Services, Inc.
Versailles, KY
Beth M. Symons, QKA
Guardian Retirement
Solutions
Allentown, PA
David M. Syrett
David M. Syrett, FSA, EA
Newport News, VA
Kim L. Szatkowski, CPC, QPA,
QKA
Actuarial Systems
Corporation
Leesburg, FL
Heather A. Taylor, QPA, QKA
Tegrit Group
Uniontown, OH
Stephen B. Thompson, QPFC
American Funds
Virginia Beach, VA
William V. Thomson, Jr.
MassMutual Financial Group
Enfield, CT
Eric Thorne, QKA
National Benefit Services, LLC
West Jordan, UT
Kristin M. Teller
Strategic Pension Services,
Inc.
Albany, NY
Deborah Moses Tidwell, QKA,
QPA
Springfield, VA
Marisa Teller, QPA, QKA
Strategic Pension Services,
Inc.
Albany, NY
Mark A. Tipton, QPA, QKA
Gorrelick, Tievy & Associates,
Inc.
Rockville, MD
Andrea Teltser
Arlington, VA
Evi Tjandra
Monterey Park, CA
Monika A. Templeman, Esq.
Lakewood Ranch, FL
Charles R. Tobin
Kissel Kneale & Tobin, Inc.
Madison, CT
Aimee Tetu
BerryDunn
Manchester, NH
Scott T. Tobin
Kissel Kneale & Tobin, Inc.
Madison, CT
Attendee List through October 14, 2014
Robert A. Tonelli
John Hancock Financial
Services
Boston, MA
David R. Tooley, CPC, QPA,
TGPC
Vanguard
Valley Forge, PA
Jared T. Torgan, QPA, QKA
N.A. Falcone & Associates,
Inc.
Trevose, PA
Conni M. Toth, QPA, QKA
Applied Pension Professionals
LLC
Fort Wayne, IN
Robert J. Toth, Jr.
Law Office of Robert J. Toth,
Jr.
Fort Wayne, IN
Carol Ann Tracey, CPC
Alliance Benefit Group of
Michigan
Bingham Farms, MI
Andrew J. Treece, CPC, QPA
Findley Davies, Inc.
Columbus, OH
Angela Trefethen
OneAmerica
Indianapolis, IN
Ronald J. Triche, Esq., APM
ASPPA
Arlington, VA
Michael A. Trott, QPA
Capital Pension Services, Inc.
Woodbridge, VA
Roman T. Umali, Jr., MSPA
RTU & Associates, Inc.
Houston, TX
Adrien R. Trudeau, QKA
CVS Caremark
Buzzards Bay, MA
Peter J. Valentine, CPC, QPA,
QKA
T. Rowe Price
Owings Mills, MD
Mary Turley
Actuarial Systems
Corporation
Sylmar, CA
David Turner
Millennium Trust Company
Oak Brook, IL
Lanning H. Turner, QPA
Retirement Plan Specialists,
Inc.
Oviedo, FL
Larry A. Turner, CPC, QPA
Compensation Strategies
Group, LTD
Beaumont, TX
Sandra R. Turner, CPC, QPA
Retirement Plan Specialists,
Inc.
Oviedo, FL
James E. Turpin, MSPA,
MAAA, FCA, EA
The Turpin Consulting Group,
Inc.
Albuquerque, NM
Luisa L. Turturro, MSPA
Turturro Pension Consulting,
Inc.
East Setauket, NY
Sal L. Tripodi, J.D. LL.M.,
APM
TRI Pension Services
Denver, CO
Mikel R. Uchitel, MSPA
Prime Pensions, Inc.
Florham Park, NJ
Ted J. Triska, QPA
MGO
Beachwood, NJ
Fred Ullman
ASPPA
Arlington, VA
Kathleen Van Benschoten
ADP
Florham Park, NJ
Kathryn A. Van Colen, CPC,
QPA, QKA
Advantage Retirement Plan
Solutions
South Dartmouth, MA
Douglas S. Van Galder, QPA
Strategic Pension Services,
Inc.
Irvine, CA
Laraine A. Van Nort, QPA
Creative Pension Consultants,
Inc.
Albany, NY
Terrence William Van Oss,
MSPA
Curcio Webb
San Francisco, CA
Daniella Van Velsor, QPA
Vanguard
Malvern, PA
Michelle Vande Loo
Principal Financial Group
Des Moines, IA
Thomas C. VanDeGrift, MSPA
Great Lakes Pension
Associates, Inc.
Farmington Hills, MI
James C. Vaughan, QKA
Retirement Funding Advisors,
LLC
Greenville, SC
Attendee List through October 14, 2014
Aaron Venouziou, MSPA
DATAIR Employee Benefit
Systems, Inc.
Westmont, IL
Janice N. Wargo
Plante & Moran, LLP
Auburn Hills, MI
Janice M. Wegesin, CPC, QPA
JMW Consulting, Inc.
Petoskey, MI
Steven Vest, QPA
Nova 401(k) Associates
Houston, TX
Adam E. Warren, QPA, QKA
Trinity Pension Consultants,
Inc.
Akron, OH
Sandra Ann Wehner
Omega, Inc.
Syracuse, NY
Jaime Victoria, QKA, QPFC
NADART
Mc Lean, VA
AJ Warren
DMBA
Salt Lake City, UT
Amy Viener
PBGC
Washington, DC
Richard U. Warrino, Jr., QKA
T. Rowe Price
Colorado Springs, CO
Jacqueline L. Villars, QPA,
QKA
Benefit Plans Services, Inc.
Huntington, WV
Diane Wasser
EisnerAmper, LLP
Bridgewater, NJ
Diane A. Wells, QPA, QKA
Columbia Benefit Consultants
Nana A. Waters, QPA
Gorrelick, Tievy & Associates,
Inc.
Rockville, MD
Ryan S. Wells, QPA, QKA
Lafayette Life Insurance
Company
Cincinnati, OH
S. Derrin Watson, JD, APM
SunGard Relius, LLC
Goleta, CA
Virginia C. Wentz, FSPA, CPC
United Retirement Plan
Consultants
Haddonfield, NJ
Anca Vintu, QPA, QKA
Atlanta, GA
Janice M. Vittes
BLAZE SSI Corporation
Brielle, NJ
Vernon Vliet, QPA, QKA
JV Associates Ltd
Hutchinson, MN
Steve Wagoner
Albany, NY
Katherine Walker
SBC Benefit Consultants, Inc.
Rutherford, NJ
Jeffrey Neal Wallace, MSPA
Burleigh Consulting Group
Memphis, TN
Ann M. Weaver, CPC, QPA,
QKA
Benetrends, Inc.
Reading, PA
Gregory F. Weaver, CPC, QPA
Alliance Benefit Group of
Illinois
Peoria, IL
Lisa S. Weaver, APM
Lifestyle Retirement
Company
State College, PA
Meredith Waltenbaugh, QPA,
QKA
Dunbar, Bender & Zapf, Inc.
Pittsburgh, PA
Kyle Webb
Utah Retirement Systems
Salt Lake City, UT
David B. Walters
Bodman LLP
Troy, MI
Paul V. Weeda
Columbia Benefit Consultants
Columbia, MD
Kurt C. Weimer, QKA
Guardian Insurance &
Annuity
Bethlehem, PA
Cindy N. Weisman, QPA
Stephen Eldridge &
Company, Inc.
Manchester, NH
Suzanne Werner
Bluestar Retirement Services
Ponte Vedra Beach, FL
Gerald J. Wernette
Rehmann Financial
Farmington Hills, MI
David M. Werntz, QPA
Leon E. Werntz & Associates,
Inc.
Shreveport, LA
Brian R. West, MSPA
The Newport Group
Saint Petersburg, FL
Nancy F. Weston, CPC, QPA
Leon E. Werntz & Associates,
Inc.
Shreveport, LA
Attendee List through October 14, 2014
Jo Wetherille
Great-West Financial
Greenwood Village, CO
Michael C. Williams
QPDA
Augusta, GA
Donna Wong
John Hancock USA
Boston, MA
Catherine M. White, QPA
Morgan Stanley
Staten Island, NY
Raymond W. Williams
Dorsa Consulting
Ponte Vedra, FL
Jeremiah Wood
Friday, Eldredge & Clark
Little Rock, AR
Nicholas J. White
Trucker Huss, APC
San Francisco, CA
Robert G. Williams, QPA
Leon E. Werntz & Associates,
Inc.
Shreveport, LA
Tammy L. Woodman, QKA
IPS Advisors
Dallas, TX
Jason M. Whitney, QKA
Whitney Pension Associates,
Inc.
Quechee, VT
Martin G. Whitney
Whitney Pension Associates,
Inc.
Quechee, VT
Larissa Whittle
Sageview Advisory Group
Brentwood, TN
Julie Wiard
Pension Benefit Information,
Inc.
San Rafael, CA
Kalene A. Widerman, QKA
Transamerica Retirement
Solutions
Columbia, MD
Susan F. Wiedeman, APM
SW Consulting
Athens, GA
Christina K. Wilcox, QKA
T. Rowe Price
Owings Mills, MD
Mona Wilkinson, QKA
Actuarial Systems
Corporation
West Fargo, ND
Keith Edward Williams, QPA,
QKA
Pension Plan Services, Inc.
Grand Blanc, MI
Diane H. Wilson, QKA
RPAS, Ltd.
Richmond, VA
Gail D. Wilson
OneAmerica
Independence, OH
Linda Wilson
BLAZE SSI Corporation
Brielle, NJ
Michael C. Wilson, QPA, QKA
Vanguard
Valley Forge, PA
Samuel Winikor, MSPA
Improved Funding
Techniques, Inc.
Lynbrook, NY
John D. Winslow
Anderson Bryant Lasky &
Winslow
Louisville, KY
Heidi Winzeler
Thomson Reuters
New York, NY
Donna M. Woerner, QPA,
QKA
United Retirement Plan
Consultants
Haddonfield, NJ
Alisa Wolking
ASPPA
Arlington, VA
Margaret A. Worthington
The Allocation Company, Inc.
Houston, TX
Rochelle LeRae Worthington
The Allocation Company, Inc.
Houston, TX
Brenda W. Wren, QPA
Pension Investors
Corporation of Orlando, Inc.
Altamonte Springs, FL
Susan Wright
Wolters Kluwer Law &
Business
Riverwoods, IL
Natalie R.E. Wyatt, QKA,
QPFC
Innovest
New York, NY
Max E. Wyman, MSPA, CPC
Creative Benefit Strategies,
Inc.
Minneapolis, MN
Fei Xiong, MSPA
Consulting Actuaries, Inc.
Fairfield, NJ
Joyce E. Yaccarino, CPC,
QPA, QKA
Gelman Pension Consulting,
Inc.
New York, NY
Attendee List through October 14, 2014
Beth A. York, QKA
Alliance Benefit Group of
Illinois
Peoria, IL
David L. Young
SunGard Relius, LLC
Jacksonville, FL
Lynn M. Young, MSPA
Pinnacle Plan Design, LLC
Phoenix, AZ
Michelle M. Young, CPC, QPA
T. Rowe Price
Owings Mills, MD
Robin J. Young, QPA, QKA
American Pension Benefits,
Inc.
Wexford, PA
Margaret A. Younis, QPA,
QKA, TGPC
Lincoln Financial Group
Fort Wayne, IN
Nicholas J. Zapf, CPC, QPA
Dunbar, Bender & Zapf, Inc.
Pittsburgh, PA
Lawrence J. Zeller, MSPA
Preferred Pension Planning
Corporation
Bridgewater, NJ
Todd Zempel, AIFA, QKA
Gordon Asset Management,
LLC
Durham, NC
Christopher A. Zeoli, QPA,
QKA
Vanguard
Malvern, PA
Gregory Zona
Uniglobal Pension Planning,
Inc.
Manassas, VA
Thomas Zuck, QPA
Midwest Pension Actuaries,
Inc.
Farmington Hills, MI