Public Policy Advisory Council

The Public Policy Advisory Council advises EBRI on government and regulatory affairs. Comprised of EBRI members, participants are typically from a company's Washington, D.C., offices or are responsible for legislative and legal issues. The group meets on a periodic basis, both virtually and in person at EBRI's offices.

Members of the PPAC advise EBRI on research topics of interest to policymakers and scenarios to model. The PPAC participates in EBRI Congressional staff briefings on retirement and health care, and select members help plan EBRI's twice-a-year Policy Forums

If you are interested in serving on the PPAC, or want to recommend a colleague, please contact us.


  • Reagan Anderson, American Funds/Capital Group
  • Rhonda Berg, Mercer
  • Chris Byrd, WEX Health
  • Drew Carrington, Franklin Templeton
  • David Cruz, New York Life
  • Liz Davidson, Financial Finesse, Inc.
  • Mark Dennis, Financial Finesse, Inc.
  • Bob Doyle, Prudential Financial
  • Jennifer Flodin, Mercer
  • Josh Freely, TIAA
  • Kris Haltmeyer, Blue Cross Blue Shield Association
  • Robert Holcomb, Empower Retirement
  • Kirsten Hunter, Fidelity Investments
  • Tom Johnson, Retirement Clearinghouse
  • Melissa Kahn, State Street Global Advisors
  • Craig Keohan, HealthSavings Administrators
  • Marla Kreindler, Morgan, Lewis & Bockius LLP
  • Lisa Margeson, Bank of America Merrill Lynch
  • Dean Mason, HealthSavings Administrators
  • Chantel Sheaks, U.S. Chamber of Commerce
  • Mike Skinner, T. Rowe Price
  • Michael Sowa, Legal & General Investment Management America (LGIMA)
  • Jana Steele, Callan Associates, Inc.
  • Christopher T. Stephen, National Rural Electric Cooperative Association
  • Aron Szapiro, Morningstar, Inc.
  • Elizabeth Varley, Ameriprise Financial, Inc.