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.


  • Nevin Adams, American Retirement Association
  • Reagan Anderson, American Funds/Capital Group
  • Meenu Annamalai, T. Rowe Price
  • Rhonda Berg, Mercer
  • Nicky Brown, HealthEquity
  • Chris Byrd, WEX Health
  • Drew Carrington, Franklin Templeton
  • Kelsey Chin, Millennium Trust Company
  • David Cruz, New York Life
  • Liz Davidson, Financial Finesse, Inc.
  • Mark Dennis, Financial Finesse, Inc.
  • Jody Dietel, HealthEquity
  • Michael Doshier, T. Rowe Price Company
  • Bob Doyle, Prudential Financial
  • Jillian Enoch, Fidelity
  • Jennifer Flodin, Mercer
  • Josh Freely, TIAA
  • Kris Haltmeyer, Blue Cross Blue Shield Association
  • Robert Holcomb, Empower Retirement
  • Kirsten Hunter, Fidelity Investments
  • Melissa Kahn, State Street Global Advisors
  • Katie Mahoney, U.S. Chamber of Commerce
  • Lisa Margeson, Bank of America Merrill Lynch
  • Alison O'Donnell, New York Life
  • John D. Piro, Aon
  • Aliya Robinson, T. Rowe Price
  • Chantel Sheaks, U.S. Chamber of Commerce
  • Christopher T. Stephen, National Rural Electric Cooperative Association
  • David Stinnett, Vanguard - ADD
  • Aron Szapiro, Morningstar, Inc.
  • Todd Taylor, New York Life
  • Elizabeth Varley, Ameriprise Financial, Inc.
  • Pete Welsh, Millennium Trust Company
  • Renee Wilder Guerin, Retirement Clearinghouse