About Phyllis Borzi

The Honorable Phyllis C. Borzi served as the Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA), an agency that oversees approximately 700,000 private-sector retirement plans, approximately 2.3 million group health plans, and a similar number of other welfare benefit plans that provide benefits to approximately 150 million Americans. As agency head, she oversaw the administration, regulation and enforcement of Title I of the Employee Retirement Income Security Act of 1974 (ERISA).
Among her other duties as Assistant Secretary of Labor, she represented the Department of Labor in overseeing implementation of the Affordable Care Act (ACA) as it affected employer-sponsored group health plans and she was instrumental in the development of various pension regulations, including the Department’s rule requiring individuals providing financial advice to plan sponsors and retirement investors to act as ERISA fiduciaries.
Ms. Borzi also represented the Secretary of Labor in the Secretary’s role as statutory trustee for the Social Security (OASDI) and Medicare Trust Funds and in the Secretary’s capacity as chair of the Board of the Pension Benefit Guaranty Corporation (PBGC).
Previously, Ms. Borzi was a research professor in the Department of Health Policy at George Washington University Medical Center’s School of Public Health and Health Services, where she was involved in research and policy analysis involving employee benefit plans, the uninsured, managed care, and legal barriers to the development of health information technology. In addition, she was of counsel with the Washington, D.C. law firm of O’Donoghue & O’Donoghue LLP, specializing in ERISA and other legal issues affecting employee benefit plans, including retirement and health plans, and discrimination based on age or disability.
From 1979 to 1995, Ms. Borzi served as pension and employee benefit counsel for the U.S. House of Representatives, Subcommittee on Labor-Management Relations of the Committee on Education and Labor. In 1993, she served on working groups dealing with insurance reform, workers’ compensation and employer coverage in connection with the Clinton Task Force on Health Care Reform.
Ms. Borzi is a charter member and former President of the American College of Employee Benefit Counsel and a member of its Board of Governors from 2000-2008; former member and former co-chair of the Advisory Board of the BNA Pension & Benefits Reporter; former member of the Advisory Committee of the Pension Benefit Guaranty Corporation; and former member of the Advisory Board of the Pension Research Council, The Wharton School, The University of Pennsylvania; and former member of the Board of the Women’s Institute for a Secure Retirement (WISER). In 2007, she was appointed by the U.S. District Court for the Northern District of Ohio and served as a public member of the Administrative Committee for the Goodyear Retiree Health Trust until 2009.
Ms. Borzi has published numerous articles on ERISA, health care law and policy and retirement security issues and has been a frequent speaker to legal, professional, business, consumer and state and local governmental organizations both in the United States and internationally. She holds a Master of Arts degree in English from Syracuse University and a J.D. from Catholic University Law School, where she was editor-in-chief of the law review. Ms. Borzi currently is a member of the Board of Visitors of the Catholic University Law School.
Ms. Borzi is currently an independent consultant and a member of the Board of Advisors for the Institute for the Fiduciary Standard and the Board of Directors of Edelman Financial Engines.
She is a member of the District of Columbia Bar and is admitted to practice before the U.S. Court of Appeals for the District of Columbia Circuit and the U.S. Supreme Court.

About Will Hansen

Will Hansen joined the American Retirement Association (ARA) in January 2019 in the new role of Chief Government Affairs Officer. In this position, Will oversees all advocacy activities at the federal, state, and local levels on behalf of the five trade organizations within ARA. In addition, Will is the Executive Director of Plan Sponsor Council of America (PSCA) as of January 2020. PSCA, founded in 1947, has been on the forefront of protecting the American retirement system, and is committed to improving workers’ retirement security by providing advocacy, insights, and education to plan sponsors.
Hansen, an attorney with an LLM in Employee Benefits from The John Marshall Law School, joined ARA from The ERISA Industry Committee (ERIC), where he was the Senior Vice President of Retirement and Compensation Policy. He joined ERIC from the Holland America Group where he served as Senior Manager of Global Employee Benefits overseeing employee benefit programs for five cruise brands under the Carnival Corporate umbrella. Hansen previously served as the Executive Director of the United States Congress Joint Economic Committee, as well as Legislative Counsel for Senator Robert Casey, Jr. (D-PA), advising the Senator on tax, pension, budget, and social security issues, and as Legislative Director for Senator Tammy Baldwin (D-WI). He also has experience as an employee benefits attorney with McDermott Will & Emery LLP, where he focused on qualified and non-qualified retirement plans.

About Cindy Hounsell

Cindy Hounsell is the President of the Washington D.C. based Women’s Institute for a Secure Retirement (WISER), a nonprofit organization founded in 1996 to improve opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement. An attorney and retirement expert, Ms. Hounsell has been widely quoted in various media and publications including The New York Times, The Wall Street Journal, Forbes/PBS Next Avenue, U.S. News and World Report, CNN, CNBC and NPR’s 1A, All Things Considered, Morning Edition and Marketplace. Ms. Hounsell also serves as Director of the National Resource Center on Women and Retirement Planning; the Center WISER operates in partnership with the U.S. Administration on Aging. Through the Center, Ms. Hounsell provides technical assistance to national organizations and trains leaders and grassroots advocates across the country. Ms. Hounsell has testified before Congress and has served as a delegate for a number of White House summits and conferences.  She has authored many chapters, columns, articles, op-eds, papers and booklets focused on women’s retirement issues. In 2018, Ms. Hounsell was awarded a lifetime achievement award by the Plan Sponsor Council of America. Ms. Hounsell was also named a 2015 Influencer in Aging by Next Avenue. The Influencers in Aging list highlights 50 thought leaders, researchers, experts, executives and everyday people who are redefining what it means to grow older in America. Ms. Hounsell was named by Women’s eNews as one of 21 Leaders for the 21st Century, and Money magazine named her one of its 40 Money Heroes for helping women secure their financial futures.

About Erin Lowry

Erin Lowry is the author of Broke Millennial, Broke Millennial Takes On Investing and the forthcoming Broke Millennial Talks Money: Scripts, Stories, and Advice to Navigate Awkward Financial Conversations. Her first book was named by MarketWatch as one of the best money books of 2017 and by Business Insider as a best personal finance books for 2020. Erin’s style is often described as refreshing and conversational. Erin’s appeared on Cheddar, CNBC, CBS Sunday Morning and quoted in the New York Times and The Wall Street Journal. She has written for USA Today, Cosmopolitan Magazine, Fast Company and CNBC and spoken at Fortune 500 companies, SXSW and universities around the country. Erin spent most of her childhood living in Asia, but now settled in New York City with her husband and their rambunctious puppy.

About Jody Strakosch

Jody Strakosch founded Strakosch Retirement Strategies, LLC to bring investment and retirement solutions to the defined contribution market for asset management firms. Jody offers in-depth retirement market expertise, product development and strategic positioning to align with today’s challenges for investment management and service providers seeking to enhance their profiles in the defined contribution / defined benefit marketplace. ​Jody is an active member of DCIIA (Defined Contribution Institutional Investment Association); on the Advisory Council for The Women’s Institute for Secure Retirement (WISER); and on the Editorial Board of the Institutional Investor Journal of Retirement. Jody previously worked for MetLife and is a recognized defined contribution and institutional retirement income subject matter expert; she was the key architect of significant retirement income market-first products that resulted in positioning MetLife as the then preeminent retirement income leader. Jody holds a Bachelor of Arts from Wellesley College and a Masters of Arts in Gerontology from the Davis School of Gerontology at the University of Southern California.