on a mission · 2020-06-14 · ms. altman-harberger is responsible for product marketing, branding,...
TRANSCRIPT
On a MissionBecause it Matters
2018 VALIC PLAN SPONSOR FORUM
WELCOME2018 VALIC PLAN SPONSOR FORUM
Dear Valued Plan Sponsor,
Welcome to Orlando and the beautiful Orlando World Center Marriott! We are pleased that you have accepted our invitation to attend this year’s Plan Sponsor Forum and we commit to making this an engaging and valuable experience for you.
The theme for this year’s Forum — ON A MISSION BECAUSE IT MATTERS — is something we can all take a moment to reflect upon as we partner with you to help your employees plan for the retirement they desire. We have an exciting agenda and full roster of outstanding presenters and industry leaders in store for you over the next two days. You will also hear from our executive leadership team who will share information on recent accomplishments, future enhancements and investments, and provide an outlook of how we plan to grow in 2018 and beyond. Our goal for the future is quite simple: to be the preferred retirement plan provider for the not-for-profit marketplace.
We look forward to a successful 2018 Plan Sponsor Forum! It is our hope that you will network with other Plan Sponsors, gather industry insights, share best practices, and allow us to say Thank You for being a valued partner!
Enjoy your time in Orlando!
Sincerely,
Jana W. Greer
Chief Executive Officer, VALIC
and
President and Chief Executive Officer
Retirement
AIG
Robert J. Scheinerman
President
Group Retirement
AIG
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AGENDA2018 VALIC PLAN SPONSOR FORUM
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THURSDAY | February 22
5:30 p.m. Registration Desk Opens Grand Ballroom 11–12 Foyer
6:00 p.m. Welcome Reception Grand Ballroom 11–12 Foyer(Sponsored by Morningstar)
7:00 p.m. Dinner Grand Ballroom 11–12Welcome / Introduction: Freda Lee — Vice President, Relationship Management, Group Retirement
Speaker: Pat Williams — Senior Vice President, Orlando Magic
The Seven Keys to Leadership in the 21st Century
FRIDAY | February 23
7:00 a.m. Breakfast Grand Ballroom 9
8:00 a.m. Opening Comments Grand Ballroom 10–12Introductions: Glenn Harris — Executive Vice President, Institutional Plan Management, Group Retirement
8:15 a.m. Executive Update Grand Ballroom 10–12Jana Greer — CEO, VALIC and President and CEO, Retirement, AIG
Rob Scheinerman — President, Group Retirement, AIG
9:30 a.m. Break
9:40 a.m. Improving Outcomes in Defined Contribution Plans Grand Ballroom 10–12Introduction: Liz Altman — Executive Vice President and Chief Marketing Officer, Retirement, AIG
Speaker: Dan Bruns — Vice President, Product Strategy
Morningstar Investment Management LLC
AGENDA2018 VALIC PLAN SPONSOR FORUM
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FRIDAY | February 23
10:30 a.m. Cybersecurity Grand Ballroom 10–12Introduction: Scott Witter — Senior Vice President, Chief Information Officer, Group Retirement
Speaker: Andrew Bonillo — Global Head of Information Security, AIG
11:10 a.m. What’s up on Capitol Hill?Grand Ballroom 10–12Introduction: Freda Lee — Vice President, Relationship Management, Group Retirement
Speaker: Thomas Rowley — Director, Retirement and Education Strategies, INVESCO
12:00 p.m. Lunch Grand Ballroom 9Executive Roundtable Discussions
1:15 p.m. Delivering Financial Wellness Grand Ballroom 10–12Introduction: Eric Levy — Executive Vice President, Group Retirement
Speaker: Mark Singer — President, The Financial Literacy Toolbox Author, The New Financial Wellness: Changing the Conversation
2:15 p.m. Closing remarks Grand Ballroom 10–12Glenn Harris — Executive Vice President, Institutional Plan Management, Group Retirement
2:30 p.m. Book signing with Mark Singer Grand Ballroom 10–12
SPEAKER BIOS2018 VALIC PLAN SPONSOR FORUM
Pat Williams is the senior vice president of the NBA’s Orlando Magic. Also one of America’s top motivational, inspirational, and humorous speakers, he has addressed employees from many of the Fortune 500 companies and the Million Dollar Round Table. He has been a featured speaker at two Billy Graham Crusades and two Peter Lowe Success Seminars. He has also spoken on many university campuses.
After serving for seven years in the United States Army, Pat spent seven years in the Philadelphia Phillies organization, two as a minor league catcher and five in the front office. He then spent three years in the Minnesota Twins organization before moving to the National Basketball Association. Since 1968, he has been affiliated with teams in Chicago, Atlanta, Philadelphia, including the 1983 World Champion 76ers, and now the Orlando Magic which he co-founded in 1987 and helped lead to the NBA finals in 1995. Twenty-three of his teams have gone to the NBA play-offs and five of them have made the NBA finals. In 1996, Pat was named as one of the 50 most influential people in NBA history by a national publication.
In his NBA career, he has traded Pete Maravich, traded for Julius Erving, Moses Malone, Penny Hardaway, and won four NBA draft lotteries, including back-to-back winners in 1992 and 1993 and most recently in 2004. He also drafted Charles Barkley, Shaquille O’Neal, Maurice Cheeks, Andrew Toney and Darryl Dawkins and signed Billy Cunningham, Chuck Daly, and Matt Guokas to their first professional coaching contracts. Twelve of his former players have become NBA Head Coaches and seventeen have become assistant coaches.
Pat and his wife Ruth are the parents of 19 children, including 14 adopted from four nations, ranging in age from 20 to 34. For one year, 16 of his children were all teenagers at the same time. Pat and his family have been featured in Sports Illustrated, Readers Digest, Good Housekeeping, Family Circle, The Wall Street Journal, Focus on the Family, New Man Magazine, plus all of the major television networks, The Maury Povich Show and Dr. Robert Schuller’s Hour of Power.
Pat helps teach an adult Sunday school class at First Baptist Church of Orlando and hosts a weekly sports radio show. In the last 10 years he has completed thirty eight marathons, including the Boston Marathon 10 times and also climbed Mt. Rainier. He is a weight lifter, Civil War buff, and serious baseball fan. Every winter he plays in Major League Fantasy Camps and has caught Hall of Famers Bob Feller, Bob Gibson, Fergie Jenkins, Rollie Fingers, Gaylord Perry, Phil Niekro and Tom Seaver.
Pat was raised in Wilmington, Delaware, earned his bachelors degree at Wake Forest University, and his master’s degree at Indiana University. He has a doctorate in Humane Letters from Flagler University. He is a member of the Wake Forest Sports Hall of Fame after catching for the Deacons baseball team, including the 1962 Atlantic Coast Conference Championship team. He is also a member of the Delaware Sports Hall of Fame.
Senior Vice President
Orlando Magic
Pat Williams
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AGENDA2018 VALIC PLAN SPONSOR FORUM SPEAKER BIOS2018 VALIC PLAN SPONSOR FORUM
Dan Bruns is Vice President, Product Strategy focusing on the Large Plan Market in the Morningstar Investment Management workplace solutions group. In his current role, Bruns works with a team of investment, client service, and sales professionals to develop business and client strategy in the defined contribution plan sponsor marketplace.
Prior to his current role, he was a Sr. Investment Analyst conducting research and building investment tools to refine Morningstar Investment Management’s portfolio construction, asset allocation, and reporting systems. He also has an extensive background in software development and financial modeling.
Bruns holds a bachelor’s degree in physics from Lewis University and a master’s degree from DePaul University, Kellstadt Graduate School of Business.
Vice President, Product Strategy
Morningstar Investment Management LLC
Dan Bruns
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SPEAKER BIOS2018 VALIC PLAN SPONSOR FORUM
Andy Bonillo is Global Head of Information Security, Threat Detection and Response for AIG. He is based in Reston, Virginia, and leads the Global Cyber-risk Defense Center, which is home to AIG’s intelligence driven monitoring and response capability. He is a direct report of the Chief Information Security Officer.
Andy joined AIG after serving as Director of Cybersecurity at Verizon Communications, where he led Verizon’s Next Generation Cyber Incident Response Platform. He was the Chairman of the Communications Information Sharing and Analysis Center which facilitated the communications sector response to threats and coordinating with US government. He also managed a team of Incident Response consultants who helped companies respond to over 150 data breaches globally. He was a co-author of the Verizon Data Breach Investigations Report series, and is recognized globally as an expert in cybercrime and incident response.
Prior to joining Verizon, Andy was a Special Agent with the United States Secret Service, where he led the largest cybercrime investigation in U.S. history and was awarded the Distinguished Service Award from the United States Attorney General. Andy holds a bachelor’s degree in criminal justice from Saint Anselm College, lectured at the first cybersecurity class at Harvard and MIT, has appeared on NBC’s the Today Show and has presented to audiences in 12 countries on 6 continents. Outside the office, Andy is president of a family non-profit organization that supports those with special needs.
Global Head of Information Security
Threat Detection & Response
AIG
Andrew Bonillo
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2018 VALIC PLAN SPONSOR FORUM SPEAKER BIOS
Thomas Rowley seeks to explain with straightforward clarity the complexities of legislative, investing, tax and social issues with the goal of helping financial advisors and investors maximize opportunities.
Tom’s insights reflect more than 20 years of experience in the industry. He shares his analyses of retirement-related issues through personal appearances and web-based commentaries at invesco.com/us.
Tom earned a BA from the University of Illinois and holds the Series 7, 63 and 79 registrations.
Director
Retirement and Education Strategies
INVESCO
Thomas Rowley
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SPEAKER BIOS2018 VALIC PLAN SPONSOR FORUM
Mark Singer, CFP, AIF, is recognized as a thought leader in the world of financial wellness. He has written three books on the topic. His latest book, Cracking the Code of Financial Education, compiles insights and information from renowned experts within both the retirement plan space and financial wellness.
Singer has three decades of experience in the financial advisory field. As part of his commitment to find innovative ways to enhance financial literacy within the corporate world, he developed and launched The Financial Literacy Toolbox, which offers a suite of educational solutions for both plan sponsors and plan participants.
Singer is a frequent speaker and writes a monthly blog for Employee Benefit Adviser and 401k Specialist, and his insights have been featured in the Wall Street Journal, ABCNews.com, FoxNews.com and Bloomberg Radio.
President
The Financial Literacy Toolbox
Mark S. Singer CFP®
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VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Liz Altman-Harberger serves as Executive Vice President and Chief Marketing Officer, Retirement, AIG. In this role, she leads an award-winning marketing team, as well as the distribution support function across all channels. Additionally, Ms. Altman-Harberger is responsible for product marketing, branding, customer experience, strategic initiatives, plan sponsor and participant communications, digital marketing, websites and sales support for the Individual and Group Retirement and retail mutual funds divisions. She currently leads the AIG Life and Retirement Marketing Working Group (MWG) and has directed several One AIG initiatives, including the AIG Corporate Re-Branding Program. Ms. Altman-Harberger joined the company in 1997, and oversees a wide variety of cross-enterprise marketing, communications and business development initiatives.
Prior to joining AIG, Ms. Altman-Harberger served as Senior Vice President of Marketing for Sierra Capital Management, and before that time, she was Director of Client Marketing at Kemper Financial Services. Earlier in her career, she managed media and client services for J. Walter Thompson advertising agency in both their Los Angeles and Chicago offices. Overall, Ms. Altman-Harberger has more than 25 years of experience in marketing and advertising, and received the Insured Retirement Institute (IRI) Marketing Innovation Award in 2015 and 2017. She earned a bachelor’s degree in communications and advertising from the University of Michigan.
Executive Vice President and Chief Marketing Officer
Retirement
AIG
Liz Altman
VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Kara Boling serves as Senior Vice President and Chief Operations Officer for VALIC, member of AIG’s Life and Retirement Division. She is accountable for VALIC’s operations delivery across the U.S. and Asia, and has over 20 years of experience in the benefits outsourcing and financial services industry.
Kara has an extensive background in Human Resources consulting, change leadership, operational effectiveness and the administration and implementation of employee benefits plans for institutional clients in the healthcare, government, higher education and K-12 markets. Prior to joining VALIC, she spent several years with Aon Hewitt, providing human capital and management consulting services to multi-national organizations.
Senior Vice President and Chief Operations Officer
Group Retirement
Kara Boling
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VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Todd Buchanan is the Senior Regional Vice President for the Southeast Region of VALIC Financial Advisors. Todd manages a team of over 400 Financial Advisors, District Managers and staff members spread across six states.
His responsibilities include the oversight of over $21 billion in client assets and the administration of nearly 4,000 403(b), 401(k) and 457 plans. Todd has been with VALIC since 1996 and has held a variety of positions including:
Financial Advisor — Scottsdale, AZ District Manager — Albuquerque, NM Regional Director — Cleveland, OH Vice President K-12 — Houston, TX Senior Vice President, National Markets — Houston, TX
Todd is a 1990 graduate of the University of Southern Mississippi where he received a B.S. degree in Finance. After graduation and prior to joining VALIC, he spent 6 years as an Artillery Officer and Airborne Ranger in the United States Army. In 2015 he was inducted into the University of Southern Mississippi Alumni Hall of Fame.
His other activities include:
Chairman — Outback Bowl Board Member — Tampa Bay Sports Commission Board of Trustees — Sigma Alpha Epsilon Fraternity Foundation
Todd resides in Tampa, Florida with his wife, Babsie, and their three kids ages 16, 14 and 11.
Senior Regional Vice President, Southeast Region
Group Retirement
Todd Buchanan
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VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Shawn Duffy serves as Executive Vice President and Chief Distribution Officer, Group Retirement, for AIG Financial Distributors. AIG Financial Distributors is the U.S. distribution organization for the Life and Retirement division of American International Group, Inc. (AIG). In this role, he is responsible for the VALIC Career Distribution organization, comprising an employee sales force of more than 1,300 financial advisors, as well as the Retirement Education Center. Mr. Duffy assumed responsibilities as President and Chief Executive Officer of VALIC Financial Advisors, Inc. in May of 2014, where he sets direction and vision for the company’s broker-dealer. Prior to 2008, Mr. Duffy served as National Sales Manager for Western National Life Insurance Company, where he was responsible for the distribution of fixed annuity products in the financial institutions channel. He joined American General Annuity in 1999 as a Regional Vice President.
Before joining AIG, Mr. Duffy served as Vice President for Griffin Financial Services, the investment division of Home Savings of America. There, his previous roles included Financial Advisor, Regional Sales Manager and Vice President responsible for distribution of a proprietary mutual fund family. Mr. Duffy earned a bachelor’s degree in business administration from San Diego State University. He holds a Certified Financial Planner designation, FINRA Series 7, 24 and 63 licenses, as well as a life and variable annuity license.
Executive Vice President and Chief Distribution Officer
Group Retirement
and
President and Chief Executive Officer
VALIC Financial Advisors, Inc.
Shawn Duffy
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VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Dave Feller serves as Vice President of Plan Sponsor Experience for VALIC, member of AIG’s Life and Retirement Division. He is accountable for the organization responsible for delivering exceptional service to our Plan Sponsors, beginning with implementation through all aspects of the ongoing administration for our clients. Dave has over 30 years of experience in the financial services industry.
Dave has an extensive background in leading client services, operations, administration and implementation of employee benefits plans for institutional clients in the healthcare, government, higher education and K-12 markets. Prior to joining VALIC, he spent several years with Vanguard and Lincoln Financial with responsibilities spanning all aspects of supporting clients in various market segments.
Vice President of Plan Sponsor Experience
Group Retirement
David Feller
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VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Jana W. Greer serves as President and Chief Executive Officer, Individual and Group Retirement, AIG, and Chief Executive Officer, VALIC. In her role, Ms. Greer is responsible for all products and services offered in AIG’s Group Retirement business, as well as all individual annuity offerings, including variable, indexed, fixed and immediate annuities. Collectively these businesses represent more than $235 billion of assets under management in AIG’s Life and Retirement segment.
Ms. Greer was appointed President of SunAmerica Retirement Markets, Inc. in 1996 and President and Chief Executive Officer of SunAmerica Retirement Markets, Inc. in 2008. Additionally, she formerly served as Executive Vice President of SunAmerica Inc. since March of 2001. Earlier in 1991, she was named Senior Vice President and Chief Marketing Officer of SunAmerica Inc.
An active business and civic leader with a keen interest in education, Ms. Greer is past-chair and serves on the Board of Directors of the United Way of Greater Los Angeles. She also serves on the Board of Councilors for the Dornsife College of Letters, Arts & Sciences at the University of Southern California. In 2005, the Jana and Randall Greer Molecular Biological Laboratory for Experimental Genomics at USC was co-named in her honor.
Ms. Greer currently serves on the board, was past-president, and is a Founder’s Visionary Award recipient of the Fulfillment Fund, a Los-Angeles-based organization dedicated to fostering high school graduation and college access for underserved, low-income students. She also serves on the board of the Broad Foundation and the Advisory Board of Educators for Excellence.
In 2013, Ms. Greer was inducted into the Insured Retirement Institute Hall of Fame in recognition of her lifetime of achievement and contributions to the financial services industry. In 2014, she was awarded an Honorary Juris Doctor degree from Southwestern Law School.
Chief Executive Officer, VALIC
and
President and Chief Executive Officer
Retirement
AIG
Jana W. Greer
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VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Glenn Harris serves as Executive Vice President, Institutional Plan Management for Group Retirement. In this role, he is responsible for group acquisition, group retention, consultant relations and “request for proposal” responses. Previously, Mr. Harris served as Vice President, Client Services and Director, Call Center Support for Group Retirement’s Operations Division. Additionally, he is the architect for Group Retirement’s Retirement Manager service and VALIC Online and VALIC by Phone self-service applications. Mr. Harris joined Group Retirement in 1992.
Before joining Group Retirement, Mr. Harris served as an aerospace engineer for General Dynamics and Comprehensive Technologies International in the national defense industry. He earned a Masters in Business Administration degree from Rollins College and a Bachelor of Science degree in Aerospace Engineering from the University of Virginia. Mr. Harris holds Series 6, 26 and 63 licenses.
Executive Vice President, Institutional Plan Management
Group Retirement
Glenn Harris
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VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Freda Lee serves as Vice President, Head of Relationship Management for VALIC, member of AIG’s Life and Retirement Division. She leads a team of Relationship Managers across the U.S., who are responsible for managing defined contribution client relationships with an emphasis on developing retention and growth strategies for the firm’s institutional clients.
She has more than 20 years of experience in the financial services industry, with an extensive background in organizational strategy and the administration and implementation of defined contribution plans for clients in the healthcare, government, higher education, K-12, and religious / charitable markets. Prior to joining VALIC, she worked as a management consultant with Arthur Andersen and KPMG Consulting. Ms. Lee earned a Bachelor of Business Administration in finance from Howard University and a Master of Business Administration in finance and strategy from the University of Maryland’s Smith School of Business. She holds FINRA Series 7 and Series 63 licenses.
Ms. Lee is active in the community, participating on the VALIC program leadership committee for FutureFIT Academy, which in partnership with EVERFI, teaches financial wellness and literacy to school age children (K-12) in local areas in need of service. She also serves as a member of the Houston Souper Bowl of Caring advisory committee, which mobilizes youth and others in the Houston area, to care for people in their local communities who are hungry and in need. As a member of the Texas Diversity Council Board of Directors, Ms. Lee is dedicated to helping women and men reach their highest potential through mentoring and career development programs.
Vice President, Relationship Management
Group Retirement
Freda Lee
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VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Eric S. Levy serves as Executive Vice President, Group Retirement for AIG Life & Retirement. In his role, Mr. Levy is responsible for the development and execution of broad-based, market-driven strategies, product management and development, market management, market research and government affairs strategy for Group Retirement. In this, he leads efforts to develop and manage a strategic approach and economic framework for retirement plan acquisition and retention; customer-focused product design that provides retirement solutions for multiple market segments; investment platforms, portfolio analysis and selection; investment advisory services; comprehensive competitive and market analysis; ongoing liaison with Distribution, Institutional Plan Management, Marketing and Operations and Government Affairs on retirement related issues; and collaboration with the Life & Retirement team on broader, cross-market opportunities. Mr. Levy represents AIG on the ACLI Retirement Plans Committee and the boards of SPARK and DCIIA. Also in his capacity, Mr. Levy serves as a Director/Trustee of the VALIC Company funds, a $30+ Billion mutual fund complex.
Mr. Levy previously served as Senior Vice President, Head of Product and Solutions Management for Lincoln Financial Group’s Retirement Plan Services business, where he was responsible for the development, management, market positioning and pricing of the entire suite of retirement products Lincoln offered across the small, mid-large and individual/IRA market spaces. Prior to joining Lincoln in 2010, he served as Worldwide Partner and Defined Contribution Business Leader for Mercer’s Outsourcing business in the U.S. From 1995-2004, he served as Managing Director of Strategic Relationship Development at Putnam Investments, promoting business growth by leading the development and expansion of the variable annuity, sub-advisory, private equity and retail 401(k) businesses. Mr. Levy began his career at Fidelity Investments and Allmerica Financial, serving in a variety of business development, marketing, product and finance roles.
Mr. Levy graduated magna cum laude and Commonwealth Scholar from the University of Massachusetts at Amherst, where he received a bachelor’s degree in finance, and earned a master’s of business administration from the Boston University School of Management. He holds Series 6, 7, 24 and 63 licenses with FINRA.
Mr. Levy is active in the community by having served on the boards of a number of community non-profit organizations over the years including having served as Chairman of the Board of Aviv Centers for Living and is currently a board member of Rebuilding Together Houston. He is married and has two adult children.
Executive Vice President
Group Retirement
Eric Levy
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VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Robert J. Scheinerman serves as President, Group Retirement, AIG Life & Retirement. In this role, he spearheads the continued expansion of VALIC, AIG’s Group Retirement business. VALIC is a top five industry leader in the not-for-profit Defined Contribution retirement market, serving more than 23,000 employer plans and 1.8 million clients. He is responsible for achieving Group Retirement’s strategic priorities, including strong asset growth, client centricity, advanced technology-driven solutions and value-based profitability.
Since joining our organization in 2003, Mr. Scheinerman has demonstrated outstanding leadership, helping to propel AIG’s Retirement business forward in the face of many complex and challenging market cycles. Most recently, he served as President, Individual Retirement, in which he was responsible for AIG’s Fixed Annuity and Retirement Income Solutions businesses, which account for more than $100 billion of assets under management, as well as pricing for U.S. Retirement products. He also served as Executive Vice President, Individual and Group Retirement. He previously served as the organization’s Chief Product Officer where he leveraged the company’s diverse product manufacturing capabilities across the organization to develop next generation solutions. Before that time, Mr. Scheinerman was Senior Vice President of Investment and Product Management for AIG’s Retirement Income Solutions business. He played a key role in positioning the organization as an industry leader in variable annuities and income solutions.
Prior to joining AIG, Mr. Scheinerman held various executive roles in Product Management, Distribution and Finance at Allmerica Financial and Keyport Life Insurance Company. Previously, he was a Junior Staff Economist to the Executive Office of the President, Council of Economic Advisers in Washington, D.C. Mr. Scheinerman earned a master’s degree in economics from Harvard University, a bachelor’s degree in applied mathematics-economics from Brown University, and holds a Fellow of the Society of Actuaries designation. He serves as a member of the Board of Trustees for the Theater Under the Stars, Houston’s premier musical theater and arts education non-profit, and is a member of the Transition Services Committee at The Monarch School, an organization dedicated to providing innovative, therapeutic education for individuals with neurological differences.
President
Group Retirement
AIG
Robert J. Scheinerman
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VALIC LEADERSHIP2018 VALIC PLAN SPONSOR FORUM
Scott Witter joined AIG in June of 2015 as the SVP-CIO for Group Retirement. Scott is responsible for leading, coordinating and delivering all programs and projects for the supported business. In addition, Scott is accountable for working with the executive leadership teams to set and execute on their strategic plans. Prior to joining AIG, Scott was the Head of Insurance Practice for NEOS LLC, VP - Strategic Initiatives and M&A integration at Mass Mutual and CIO for Retirement Plan Group and Institutional Solutions Group at The Hartford.
Senior Vice President and Chief Information Officer
Group Retirement
Scott Witter
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ATTENDEE LIST2018 VALIC PLAN SPONSOR FORUM
Bob Albright The Salvation Army
Aaronissa Alleyne Unity Health Care
Kristine Avery Saint Joseph’s College
Gordon Barger SUNY/Cornell University
Adam Barnett Denver Public Schools
Dandridge Billups Norfolk Public Schools
Mary D’Ambrosio Zielinski SUNY/Cornell University
Shelia Daniels University of Central Florida
Cindy Flansburg Glens Falls Hospital
Geri Forbes WhidbeyHealth
Marcia Gillet Valencia College
Randy Graham University of St. Thomas
Brenda Griebert SUNY
Rick Grooms AnMed Health
Cathy Hardin Dekalb Regional Medical Center
Becca Jones Cone Health
Gina Keadle Navicent Health
Tom Keller Valencia College
Kari Korell Anesthesia Associates of Boise, P.A.
Lynne Kramer Nassau Healthcare Corporation
Samuel Lombardo Denver Public Schools
Ashley Longoria University of Central Florida
Sheri Loya Pacific Retirement Services
Gregory Maras Meadville Medical Center
Joyce Maynard Roger Williams University
Sheri Meyer Texas A&M University
ATTENDEE LIST2018 VALIC PLAN SPONSOR FORUM
David Morrell SUNY
Kenny Nicholson Nassau Healthcare Corporation
Ellen Pancoast Cone Health
Sharon Parro WakeMed
Kim Ruckman Ohio Living
Stephen Salvo Anna Jaques Hospital
Rumame Samuels-Bryant Navicent Health
Lori Scarborough Baptist Health, Jacksonville
Sarah Scavo Ellis Hospital
Michelle Sumerix Franciscan Alliance, Inc.
Erika Van Flein University of Alaska
Ida Wall Alief Independent School District
Dan Watson Dialysis Clinic, Inc.
Alecia Williams-Pierre Dekalb Regional Medical Center
Karla Wold Anesthesia Associates of Boise, P.A.
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Agenda
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