Data-driven Solutions: Exploring and Utilizing Data Sources to Solve for Retirement Plan Goals & Concerns

GENERAL SESSION | 3:30 p.m. - 4:20 p.m. ET
DAY 1 WRAP UP | 4:20 p.m. - 4:30 p.m. ET

Join three members of the Plan Sponsor Advisory Council for PRRL as they discuss their approach to data, the sources on which they rely for the data, and how they use it. The session will explore three levels of data: participant level, plan level, and peer group/outside data.


  • Moderator: Zach Karas, Principal, Retirement Plan Advisors
  • Panelist: Beth Cleary, Executive Director, City of Milwaukee
  • Panelist: Hank Levy, Trustee, Alameda County Treasurer-Tax Collector
  • Panelist: Rachel Webb, Defined Contribution Plans Business Analyst, Virginia Retirement System

CE Credits:None


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