Presentations
| Presentation | Session |
|
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| Remarks of Marc E. Lackritz President & Co-CEO |
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| Laura A. Grogan-O’Mara Chair, SIFMA 2007 Retirement and Savings Committee Vice President, Regulatory and Legislative Initiatives Merrill Lynch & Co. |
|
David M. Walker
|
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| A Health Savings Accounts Primer
Gary R. Pitkofsky
|
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| Peter Bacon Vice President, Business Alliances Assurant Health |
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| Reggie Karas Senior Vice President, Health Savings Accounts Millenium Trust Company |
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| Darren Willcox Principal, Director of Health Care Strategies Dutko Worldwide |
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| Steve Ferber Executive Vice President, Collective Investment Trusts AST Trust Company |
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| Patrick J. Kendall, FCA, EA Vice President, National Practice Leader, Defined Benefit &401(k) Markets Diversified Investment Advisors |
|
David Irwin
|
Beneficiary Designations: Satisfying Clients and Managing Beneficiary Paperwork Susan Lee Pepsin Tonia Bottoms Carol Gransee Edwin Leavitt-Gruberger
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| Edward Ferrigno Vice President, Washington Affairs Profit Sharing/401K Council of America |
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| Erin M. Sweeney Senior Benefit Law Specialist, Employee Benefits Security Administration United States Department of Labor |
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| Frederick Conley President, Institutional Retirement Income Group Genworth Financial |
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| Garth Bernard Vice President Product Strategy, Retirement Strategies Group MetLife |
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Thomas P. Meehan
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| Melanie Nussdorf Partner Steptoe & Johnson |
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| Liz Varley Moderator Vice President and Director, Retirement Policy Securities Industry and Financial Markets Association |
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| James Brockelman Executive Vice President, National Sales Director John Hancock Retirement Services |
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