Actuarial Issues Committee

The Actuarial Issues Committee (AIC) is the main body for coordinating ASPPA’s non-legislative and non-regulatory actuarial activity. Committee members act as liaisons to other ASPPA committees and subcommittees to enhance the actuarial content of ASPPA’s current programs and to provide an actuarial perspective to ASPPA’s future planning. The AIC provides a central location for actuaries to voice their concerns and grievances. Additionally, the AIC reviews standards or guidance issued by the other professional or governmental organizations that impact pensions in the United States. Finally, the AIC oversees the activities of the various intersocietal committees in which ASPPA has representation.

Lynn M. Young, MSPA, Vice Chair    

(602) 307-5500

Stephen H. Rosen, MSPA, CPC,
Senior Advisor    

(856) 795-6834

Michael L. Bain    

(828) 247-7900

Donald A. Barnes, FSPA    

(212) 729-2720

Michael Callahan, FSPA, CPC    

(860) 628-2555

Tom Finnegan, MSPA, CPC, QPA    

(215) 587-0700

Bruce R. Gardner, MSPA    

(602) 234-3199

Curtis E. Huntington, APM    

(734) 763-0293

William C. Kalke, MSPA

(414) 372-8018

Charles J. Klose, FSPA, CPC

(610) 669-8195

Joseph L. Leube, Jr., FSPA, CPC    

(215) 848-9693

David M. Lipkin, MSPA    

(412) 931-4000

Kathleen E. Manning, MSPA    

(312) 987-9097

Karen Nowiejski, MSPA    

(713)524-5192

Kurt F. Piper, MSPA    

(310) 823-9410

Timothy A. Ryor, FSPA    

(860) 521-8400

Steven C. Scudder, APM    

(937) 298-3908

Alan J. Stonewall, FSPA    

(503) 520-0848

The ASPPA Journal Committee

The ASPPA Journal Committee is responsible for selecting topics, soliciting authors and providing technical review for articles submitted for publication in ASPPA’s quarterly publication, The ASPPA Journal. The Committee is also responsible for creating quizzes for continuing education credits for each issue of the publication. The ASPPA Journal features industry-related technical articles as well as information regarding ASPPA’s education and examination programs, membership benefi ts, conferences and other organizational news and events.

William G. Karbon, MSPA, CPC, QPA, Co-chair

(610) 862-2257

Teresa T. Bloom, APM, Co-chair

(703) 516-9300

Kimberly A. Flett, QKA, Vice Chair

(330) 668-9696

Amy L. Cavanaugh, CPC, QPA, QKA

(518) 878-1356

Stacey D. Hall, QPA, QKA

(309) 671-4200

Barry Kozak, MSPA

(312) 427-2737

Michelle C. Miller, QKA

(309) 671-4200

Mary L. Patch, QKA, QPFC

(563) 588-2097

Paul J. Shortier, CPC, QPA, QKA

(860) 329-0288

Chris L. Stroud, MSPA, Editor

(305) 479-3023

Peter K. Swisher, QPA, CPC

(859) 296-4407

Nicholas J. White

(310) 478-5656

David J. Witz

(704) 887-4076

Troy Cornett, ASPPA Staff Liaison

(703) 516-9300

Technical Review Board

Michael Cohen-Greenberg

(770) 565-8445

Barry Kozak, MSPA

(312) 427-2737

Marjorie R. Martin, MSPA

(732) 271-1544

Robert M. Richter, APM

(800) 326-7235

Nicholas L. Saakvitne, APM

(310) 451-3225

ASPPA Management Team

The ASPPA Management Team (AMT) consists of the officers of the Society, the Executive Director/CEO and the volunteer and staff Co-chairs of the following committees: ABC, Actuarial Issues, Conferences, Education and Examination, Finance and Budget, Government Aff airs, Marketing, Membership and The ASPPA Journal. The AMT facilitates the implementation of ASPPA’s overall business plan and strategic goals by providing a leadership forum for the major committee Co-chairs to discuss cross-committee issues. The AMT fosters the partnership arrangement between staff and volunteers and provides committee leaders with direction regarding goal setting, task management and development and monitoring of budgets and business plans.

Kristine J. Coffey, CPC

Mark K. Dunbar, MSPA

Thomas J. Finnegan, MSPA, CPC, QPA

Joanne L. Smith

Kim L. Szatkowski, CPC, QPA, QKA

(407) 298-9158

Sal L. Tripodi, APM

(303) 470-7964

ASPPA Pension Education and Research Foundation

The ASPPA Pension Education and Research Foundation, Inc. (ASPPA PERF) was chartered in the District of Columbia in 1976 as a nonprofit charitable foundation under Internal Revenue Code §501(c)(3). The purpose of the Foundation is to foster excellence in pension education and to promote scholarly research in the pension field. To accomplish these aims, the Foundation provides endowments to educational institutions for the granting of scholarships to qualified students majoring in Actuarial Science who are seeking assistance with tuition and expenses. It also sponsors the development of educational materials and texts as well as research by making grants of funds for approved projects.

The Foundation sponsors the Martin Rosenberg Academic Achievement Award and the ASPPA Presidential Scholarship. Members of the Board include the following:

Ilene H. Ferenczy, CPC, Chair

(404) 320-1100

Thomas J. Finnegan, MSPA, CPC, QPA

(215) 587-0700

David M. Lipkin, MSPA

(412) 931-4000

Tom L. Hopkins, ASPPA Staff Liaison

(703) 516-9300

Conferences Committee

The ASPPA Strategic Plan and Mission Statement identifies education as one of ASPPA’s most important components. ASPPA Conferences provide continuing education to our members and to the industry as a whole. As a result of the growing number of benefits conferences being offered by multiple organizations including ASPPA, there is a great deal of competition for attendees. ASPPA currently conducts a wide variety of conferences each year including seven small conferences and three large ones: fi ve in conjunction with the IRS, one with the DOL, The ASPPA 401(k) SUMMIT, the ASPPA Annual Conference, the Advanced Actuarial Conference and one jointly in partnership with WP&BC called the Western Benefi ts Conference. This variety seems to meet the needs of our diversifying membership. ASPPA volunteers work in conjunction with staff to produce a valuable program for each conference, as well as perform the practical, handson logistics required for a successful conference. Each conference focuses on the most important retirement plan topics at that time. In 2008, the Conferences Committee will address the generation gap with respect to the delivery of the education provided at conferences, including the X, Y and Millennial generations and the Boomer generation with the prospect of adding a fourth large conference to address the relevant plan distribution side of our industry. ASPPA is introducing a new Women Business Leaders Forum in 2008.

Barry Max Levy, QKA, General Co-chair

(954) 449-7770

Joanne Lawrence Smith, General Co-chair

(703) 516-9300

Steff C. Chalk

(513) 624-0156

Elizabeth A. Deutsch, CPC, QPA, Vice chair

(760) 731-2859

Adam C. Pozek, QKA, QPFC, Vice chair

(781) 914-1296

Patrick J. Rieck, QPA, QKA, QPFC

(410) 454-5109

Richard A. Hochman, APM, Co-chair

(973) 492-1880

Ellen S. Houston, QPA, QKA, Co-chair

(781) 914-1297

John D. Hartness, Jr., Esq., APM

(770) 81403030

Jane Osa, MSPA

(847) 244-4918

Karen E. Wright, QPA

(650) 551-0535

Joanne Lawrence Smith, ASPPA Staff Liaison

(703) 516-9300

Steff C. Chalk, Co-chair

(513) 624-0156

Patrick J. Rieck, QPA, QKA, QPFC, Co-chair

(410) 454-5109

Susan M. Clausen

(330) 670-2447

Richard B. Curtin

201-476-1908

Bill Feldmaier

(313) 222-4638

Sheri Fitts

(971) 321-7311

Robert Francis

(949) 488-8726

Lisa M. Smith

(401) 292-5691

Joanne Lawrence Smith, ASPPA Staff Liaison

(703) 516-9300

Benefits Conference of the South

Kyla M. Keck, QPA, QKA, Co-Chair

(865) 246-1765

Joni L. Jennings Steele, CPC, QPA, QKA, Co-chair

(678) 924-8841

Mary Virginia Boggs, QPA, QKA, QPFC

(214) 863-5500

Rodger A. Graves, QPA

(954) 472-4100

Sadie A. Gensler-Hooker, CPC, QPA, QKA, QPFC

(281) 304-1804

Kasey R. Price, QKA

(706) 868-1538

Suzanne Wynn, Esq., APM

(407) 774-8321

Erin P. Stewart, ASPPA Staff Liaison

(703) 516-9300

Thomas G. Schendt, Esq., Co-chair

(202) 756-3330

Nevin E. Adams

(203) 769-2904

Beverly A. Byrne

(303) 737-3817

Catherine L. Heron

(213) 452-2118

R. Bradford Huss, APM

(415) 788-3111

Edward S. Mollahan

(213) 452-2118

Donald J. Myers, Esq., APM

(202) 414-9231

Stephanie Napier, APM

(816) 360-3740

Michael C. Schenk

(704) 335-6644

Meg A. Hammerstrom, ASPPA Staff Liaison

(703) 516-9300

Lisa M. Burman, Co-chair

(312) 704-3832

Charles M. Lax, APM, Co-chair

(248) 827-1877

Leslie A. Klein, APM, Senior Advisor

(312) 876-8201

Barry Kozak, MSPA

(312) 427-2737

Sharon K. Mannlein, MSPA

(630) 725-9480

David G. O’Leary

(312) 715-5851

Robert J. Toth, Jr

(260) 460-1751

David B. Walters

(248) 743-6052

George L. Whitfield

(616) 752-2102

Meg A. Hammerstrom, ASPPA Staff Liaison

(703) 516-9300

Cheryl L. Harwick, Co-chair

(419) 421-3173

Susan Mangan Benzinger, Co-chair

(202) 263-3969

Dan Brandenburg

(202) 638-2241

Alan N. Kanter

(410) 486-4900

Thomas R. Pevarnik

(202) 879-5314

Thomas G. Schendt

(202) 756-3330

Michael L. Schenk

(919) 420-1771

Erin P. Stewart, ASPPA Staff Liaison

(703) 516-9300

Robin Lazarow, APM, Chair

(508) 860-1460

Amelia M. Klein

(518) 533-3217

Robert P. Marks, MSPA

(914) 251-0099

Erin P. Stewart, ASPPA Staff Liaison

(703) 516-9300

Melanie Curtice, WP&BC Co-chair

(206) 386-7651

Beverley Olivier, ASPPA Co-chair

(602) 355-3201

Janet Bonestroo

(303) 651-2792

Jon C. Chambers

(415) 291-3004

Paulette Leahy

(619) 230-3319

Barry Max Levy, QKA

(954) 472-4100

Elizabeth A. Deutsch, CPC, QPA

(760) 731-2859

Constance M. Hiatt

(415) 995-5099

Walter Miller

(541) 686-6598

Kurt F. Piper, MSPA

(310) 823-9410

Alan Ross

(206) 386-7500

Diane L. Swanson, CPC, QPA

(480) 946-0751

Joanne Lawrence Smith, ASPPA Staff Liaison

(703) 516-9300

Marcy Supovitz, CPC, QPA, Co-chair

(508) 755-8883

Donna Brewster, QPA, Co-chair

(440) 951-8889

Karen A. Jordan, CPC, QPA, QKA

(907) 276-3090

Kasey R. Price, QKA

(706) 868-1538

Natalie D. Vaughn, CPC, QPA

(916) 773-3480

Joanne Lawrence Smith, ASPPA Staff Liaison

(703) 516-9300

Education and Examination Committee

The Education and Examination (E&E) Committee is responsible for delivering one of the most essential purposes of ASPPA: To provide professional education opportunities for all retirement plan professionals. Education programs are designed to of er learning opportunities for the professional who is new to the industry as well as for the experienced practitioner seeking to obtain new knowledge or wanting to update their comprehension of particular topics. Included as an important component of the E&E program is the development and delivery of the required courses of study for professionals seeking ASPPA’s QPFC, QKA, QPA, CPC, MSPA and FSPA credentials.

E&E constantly updates its education program to reflect changes in the rules, regulations, and practices in the retirement plan profession. For each course of study offered, E&E annually reviews and identifies key topics, learning objectives and syllabi as well as the textbooks and other reading materials to support the educational goals.

The Committee also develops education courses designed to assist candidates in their comprehension of specific topics. Included in its course listings are EA courses offered in preparation for obtaining the Joint Board for the Enrollment Actuaries (JBEA) Enrolled Actuary (EA) credential. EA exams are co-sponsored by ASPPA, the Society of Actuaries and JBEA.

Robert L. Long, APM, Co-Chair

(800) 821-1589

Kim L. Szatkowski, CPC, QPA, QKA, Co-Chair

(407) 298-9158

Raymond D. Berry, MSPA, Vice Chair

(312) 732-2044

Shelia Grant Dott, CPC, QPA, Vice Chair

(732) 758-8094

James J. McKinney, IV, QPA, QKA, Vice Chair

(706) 868-1538

Ilene H. Ferenczy, CPC, Basic Education Taskforce Chair

(404) 320-1100

Catherine B. Williams, ASPPA Staff Liaison

(703) 516-9300

Emily C. Guyton, ASPPA Staff Liaison

(703) 516-9300

Jennifer M. Williams, ASPPA Staff Liaison

(703) 516-9300

Acting in an expert advisory role, this position provides input and support to ASPPA’s Chairs, Vice Chairs, Technical Education Consultants (TECs) and other designated ASPPA staff . The SME is responsible for maintaining up-to-date expertise in a specific subject area in order to participate in evaluating curriculum and program material for consistency with defined learning objectives. SMEs recommend changes and participate in discussion of the depth and breadth of topic coverage in particular exams and credential programs.

Michael G. Ibrahim, FSPA, CPC

(201) 460-6716

Richard M. Butler, III, QKA

(859) 224-1211

Thomas W. Moss, CPC, QPA

(704) 544-1750

George M. Morrison, APM

(609) 232-3210

Jackie Albee, CPC, QPA

(412) 263-0102 x333

Max E. Wyman, MSPA, CPC

(612) 381-8880

Kenneth M. Vollmer, MSPA   

(904) 594-0128

 Kerry L. Oetting, CPC, QPA, QKA         

(800) 836-3711 ext 3725

Joyce E. Yaccarino, CPC, QPA, QKA

(908) 325-2597

Jennifer A. Berg, CPC

(262) 691-2862

Marcella Moreau Moss, CPC, QPA

(704) 544-1750

Michelle M. Marsh, QKA

(260) 969-3853

Connie D. Husley, QKA

(504) 887-4440

Stephen W. Canter, QPA

(317) 284-4025

Sadie A. Gensler-Hooker, CPC, QPA, QKA

(281) 304-1804

Charles C. Mann, APM

(949) 493-5900

Susan H. Perry, CPC

(602) 274-0071

Joann Albrecht, CPC, QPA

(800) 356-1642 x48847

John R. Paliga, Esq., APM

(443) 927-2114

Steve J. Persons, MSPA

(440) 717-1600

Kristina G. Kananen, QPA, QKA

(630) 235-2600 x141

Nellie A. Slash, QPA, QKA

(317) 285-1955

Steve J. Persons, MSPA (Actuary responsibility)

(440) 717-1600

George M. Morrison, APM (Non-actuary responsibility)

(856) 667-7818

Angela Jee, QKA, QPA

(480) 212-8219

Patricia Lysak, CPC, QPA

(814) 234-7468

Toni M. Ramos, QPA, QKA

(925) 939-9292 Ext 23

Lawrence Deutsch, MSPA

Janet S. Eisenberg, MSPA

Carl Shalit, MSPA

Hal S. Tepfer, MSPA

David M. Ziegler, MSPA

Sally J. Zavattari, FSPA, CPC

Michael L. Bain, MSPA

Andrew W. Ferguson

Evelyn S. Vlasak, MSPA, Vice Chair

Kathleen R. Arendt, MSPA

Carl Shalit, MSPA, Advisor

Melinda J. Zatto, MSPA

Michael Pisula, MSPA, Chair

Kurt Frederic Piper, MSPA, Vice Chair

Joseph A. Nichols, MSPA

Keith L. Nichols, MSPA, QPA

Carl Shalit, MSPA, Advisory Committee Liaison

Michael W. Spaid, MSPA, QPA

David A. Stocklas, MSPA

Finance and Budget Committee

The Finance and Budget Committee advises the Board of Directors on all matters affecting the financial well-being of ASPPA; supervises and recommends fiscal policies and internal controls in order to exercise responsible control over ASPPA’s financial accounts; reports financial results and trends to the Board on anything that may affect the organization, the membership or the stated mission of the organization; reviews the annual budget for presentation to the Board; recommends approval or disapproval for material deviations from approved budgets; and estimates and reviews cash flows for both capital and operating needs. The committee provides periodic reports to the Executive Committee, Board of Directors, committee chairs and the general membership.

Sheldon H. Smith, APM, Co-chair

(303) 866-0490

Thomas L. Hopkins, Co-chair

(703) 516-9300

Ilene H. Ferenczy, CPC

(404) 320-1100

Thomas J. Finnegan, MSPA, CPC, QPA

(215) 587-0700

Barry Max Levy, QKA

(954) 449-7770

David M. Lipkin, MSPA

(412) 931-4000

Robert M. Richter, APM

(800) 326-7235

Marcy L. Supovitz, CPC, QPA, QKA

(508) 755-8883

Government Affairs Committee

The Government Aff airs Committee represents ASPPA in communicating with the President of the United States, Congress and many government agencies concerning ASPPA’s views and policies as established by the Board of Directors regarding legislation regulatory aff airs and other matters of concern to the membership. Committee members research issues and develop position papers and testimony for submission to these groups. ASPPA members are encouraged to communicate with the Committee regarding any legislation or regulatory issue of concern to them.

David Lipkin, MSPA, Co-chair

(412) 931-4000

Teresa T. Bloom, APM, Co-chair

(703) 516-9300

Robert M. Richter, APM, Co-chair

(800) 326-7235

Donna Brewster, QPA

(440) 951-8889

Mark K. Dunbar, FSPA

(603) 648-2694

Craig P. Hoffman, APM

(904) 399-5888

Michael E. Callahan, FSPA, CPC

(860) 628-2555

Ilene Ferenczy, CPC

(404) 320-1100

Craig P. Hoffman, APM

(904) 399-5888

R. Bradford Huss, APM

(415) 788-3111

George J. Taylor, MSPA

(570) 435-0566

Janice Wegesin, CPC, QPA

(231) 348-0500

Edward B. Snyder, III, CPC, QPA, Chair

(609) 689-9400

Emma Carter, ASPPA Staff Liaison

(703) 516-9300

Harvey Shifrin, Chair

(312) 839-4137

Barry Kozak, MSPA

(312) 427-2737

Louise E. Maderos, QPA, QKA

(650) 692-2043

Pamela C. Means, MSPA, QPA

(619) 696-7284

Edward B. Snyder, III, CPC, QPA, Chair

(609) 689-9400

Lawrence C. Starr, CPC, QPFC

(413) 736-2066

Emma Carter, ASPPA Staff Liaison

(703) 516-9300

(904) 429-9171

(404) 320-1100

(215) 587-0700

(904) 399-5888

(914) 821-9415

(609) 689-9400

(413) 736-2066

(703) 516-9300

Joni L. Jennings, CPC, QPA, QKA, Chair

(678) 924-8841

Legislative Relations Committee

Karen Nowiejski, MSPA, Chair

(713) 524-5192

Adam C. Pozck, QKA, QPFC, Vice Chair

(703) 516-9300

Judy A. Miller, Staff Liaison

(703) 516-9300

Joan A. Gucciardi, MSPA, CPC

(414) 302-9199

Martha L. Hutzelman, APM

(614) 775-9134

Kathleen Kelly

(336) 510-1550

Michele A. Jones, QPA, QKA

(415) 746-8144

Martella Joseph, MSPA

(212) 926-9500

Debra A. Davis, APM, Co-chair

(310) 478-5656

Thomas J. Finnegan, MSPA, CPC, QPA, Co-chair

(215) 587-0700

Mark L. Lofgren, APM, Co-chair

(202) 857-0620

Emma Carter, ASPPA Staff Liaison

(703) 516-9300

Robert M. Kaplan, CPC, QPA, Chair

(973) 492-1880

Maureen A. Lindsay, CPC, QPA

(717) 541-8510

James J. McKinney, IV, QPA, QKA

(706) 868-1538

John K. Nowieski

(713) 881-9327

W. Frank Porter, QPA, QKA

(303) 737-6748

Adam C. Pozek, QKA, QPFC

(770) 396-6601

Elliot D. Raff, APM

(856) 382-2241

John N. Sample, QKA

(814) 897-1180

Jack E. Stewart, QKA

(515) 247-6389

Virginia Krieger Sutton, QKA, Chair

(415) 710-0491

Emma Carter, ASPPA Staff Liaison

(703) 516-9300

Thomas J. Finnegan, MSPA, CPC, QPA, Chair

(215) 587-0700

Jeffrey J. Berends, MSPA, Vice-chair

(303) 681-3998

Judy A. Miller, ASPPA Staff Liaison

(703) 516-9300

Harold J. Ashner, APM

(202) 558-5150

Lorne O. Dauenhauer, APM

(503) 778-2149

Nicolas E. De Fiori, MSPA

(805) 529-2323

Maureen J. Desensi, QPA

(412) 931-4000

(904) 249-9171

(412) 263-0102

William P. Held, MSPA

(312) 346-3824

Charles J. Klose, FSPA, CPC

(610) 669-8195

David M. Lipkin, MSPA

(412) 931-4000

Charles N. McLeod, FSPA, CPC

(713) 266-7019

Karen Nowiejski, MSPA

(713) 524-5192

Stephanie Napier, APM, Chair

(816) 360-3740

Todd J. Berghuis, APM, Vice-chair

(218) 825-5742

William N. Anspach, Jr., CPC

(312) 521-2406

Stephanie Bennett

(310) 478-5656

Mark W. Clark, QPA

(714) 538-5220

Daniel E. Fisher, CPC, QPA, QKA

(612) 316-1027

Leonard L. Garofolo

(925) 274-1943

Kenneth G. Ingham, MSPA

(305) 671-2200

Robin S. Lazarow, APM

(508) 791-8500

Benjamin F. Spater, APM

(415) 788-3111

Emma Carter, ASPPA Staff Liaison

(703) 516-9300

Internal Revenue Service Subcommittee

James C. Paul, APM, Chair

(916) 444-1000

Elizabeth T. Dold, APM, Vice-chair

(202) 857-0620

Hollie L. Brostek

(516) 249-0469

Regina L. Farmer

(404) 320-1100

John R. Markley, FSPA, CPC

(717) 295-3178

Bob McKendry, CPC, QPA, QKA

(401) 438-9250

George M. Morrison

(609) 232-3210

Howard Rosenfeld, MSPA

(914) 949-5353

Martin H. Smith, MSPA

(206) 448-0285

Suzanne Wynn, APM

(859) 386-4107

John P. Stebbins, QKA

(859) 386-4106

Emma Carter, ASPPA Staff Liaison

(703) 516-9300

Richard A. Hochman, APM, Chair

(973) 492-1880

Michael J. Finch, CPC, Vice-chair

(218) 825-5176

Rhonda L. Corbitt, QPA, QKA

(209) 951-8956

(412) 967-6240

Elizabeth T. Hallam, CPC

(212) 314-3728

Lanning R. Hochhauser, APM

(630) 325-2600

Paul D. Krueger, MSPA

(612) 596-5963

Timothy M. McCutcheon, APM

(414) 226-2442

Emma Carter, ASPPA Staff Liaison

(703) 516-9300

Peter Gould, CPC, QPA, QKA, Chair

(812) 334-3122

Francine Jacoby, Vice Chair

(610) 669-2461

Raymond D. Berry, MSPA

(312) 454-9539

Rodger A. Graves, QPA

(954) 472-4100

John P. Griffin

(303) 221-1246

Pegene S. Howell, QPA, QKA

(515) 247-6225

Michael F. Kraemer

(859) 386-7724

William H. Mayer, CPC,QPA,QKA

(630) 978-1374

Gary R. Saake

(630) 325-2600

Tracy “Trey” W. Stephens, QPA, QKA

(770) 396-6601

Janice M. Wegesin, CPC, QPA, Chair

(231) 348-0500

Kathleen M. Meagher, APM, Chair

(510) 444-4147

Theresa M. Leiker, CPC, QPA, Vice-chair

(620) 793-8473

L. Joann Albrecht, CPC, QPA

(800) 356-1642

Sean K. Arnold, QKA

(315) 292-6941

Bruce L. Ashton, APM

(310) 478-5656

Amiram J. Givon, APM

(650) 428-3900

Martin M. Heming, APM

(310) 478-5656

Deborah A. Krinn

(260) 455-7579

Theresa Lensander, CPC, QPA

(805) 962-9334

Tamara Middleton, CPC, QPA, QKA

(928) 774-4291

Emma Carter, ASPPA Staff Liaison

(703) 516-9300

Interprofessional Relations Liaison

The Interprofessional Relations Liaison is responsible for coordinating joint activities with other professional organizations. Additionally, the Liaison is responsible for maintaining a positive working relationship with other organizations.

Mark K. Dunbar, MSPA

(603) 648-2694

Long Range Planning Committee

The Long Range Planning Committee consists of the current President, the President-Elect, the Immediate Past President, the Penultimate Past President (who serves as Chair) and four additional members. The President appoints two members of the Board of Directors to be members of the Committee for one-year terms, and the Penultimate Past President appoints one additional Past President and one at-large member to be members of the Committee for one-year terms. The Long Range Planning Committee is charged with monitoring ASPPA’s mission for consistency with the needs and expectations of the membership and assessing whether ASPPA’s programs are properly directed toward its mission. In addition, the Long Range Planning Committee monitors the implementation of ASPPA’s Strategic Plan and makes recommendations periodically to the Board of Directors concerning any changes to the plan.

Sarah E. Simoneaux, CPC, Chair

(985) 210-2406

Renee J. Conner, QPA

(717) 545-6060

Mark A. Davis, QPFC

(818) 325-3020

Stephen L. Dobrow, CPC, QPA, QKA, QPFC

(650) 692-2043

Adam C. Pozek, QKA, QPFC

(781) 914-1296

Stephen H. Rosen, MSPA, CPC

(856) 795-6834

Chris L. Stroud, MSPA

(305) 479-3023

Sal L. Tripodi, APM

(303) 470-7964

Troy L. Cornett, ASPPA Staff Liaison

(703) 516-9300

Marketing Committee

The Marketing Committee’s mission is to promote ASPPA and its services and membership value to all avenues of retirement and other benefi ts professionals as well as increase public awareness of the organization and its mission as a whole. The Committee has planning and advisory responsibility for the sales and marketing areas by providing subject matter expertise, insights into existing and potential target markets while analyzing market and industry trends. The Committee also serves as a sounding board for creative campaign feedback and ideas related to new products and services. For the 2008 year the Marketing Committee will be involved in the following programs: continuation of the branding campaign that started in 2007 encompassing all areas of ASPPA including visual on the ASPPA website, completion of targeted marketing plans for each of the service areas of ASPPA and support through subcommittees, continuation of the marketing program for members to provide print ready materials supporting credentials as well as market targeted materials and support for our competitive products.

Kristine J. Coffey, CPC, Co-Chair

(505) 858-0325

Susan Lynn Hajek, QKA, Co-chair

(703) 516-9300

Kendell B. Adler

(254) 296-4015

Judy A. Calle, APM

(925) 280-5700

Amy Cavanaugh, CPC,QPA, QKA

(518) 878-1356

Chris Chaia

(860) 843-6046

Kent Christiansen

(612) 376-9552

Heidi Cook, CPC, QPA, QKA

(432) 687-1866

Richard Curtin

(800) 443-1908

Karen Dixon, CPC, QPA, QKA

(706) 724-4557

Terry Dunger, APM

(901) 767-3366

Ingrid Fils, QPA

(954) 472-4100

Sean E. Miller, QKA  

(860) 843-6803

Ayesha Payne

(212) 926-9500

Seth Siegel, MSPA

(724) 934-4780

Chris Stroud, MSPA

(350) 479-3023

Laura Whitlock

(303) 737-1489

Membership Committee

The Membership Committee is responsible for membership promotion, implementation of retention programs and development of member’s services with the overall goal of enhancing the quality of the membership experience. The Committee is also responsible for the ongoing supervision of ASPPA’s Continuing Education Program for all credentialed members and for oversight of the ASPPA Benefi ts Councils (ABC’s). For the 2008 year the Membership Committee will be involved in the following programs: Promotion of the Professional Services Directory, moving the yearbook into CD format from print, revamp (Presidential Task Force) of the Continuing Education Program and initiatives regarding membership categories and ABC initiatives.

Lynn M. Young, MSPA, Co-chair

(602) 307-5500

Susan L. Hajek, QKA, Co-chair

(703) 516-9300

Jana J. Chambers, QKA, Vice Chair

(314) 466-4436

Hedi J. Cook,CPC, QPA, QKA, Vice Chair

(432) 687-1866

Donna Brewster, QPA, ABC Committee Liaison

(440) 951-8889

Kerry M. Boyce, CPC, QPA

(480) 948-8879

Stephen L. Dobrow, CPC,QPA,QKA,QPFC

(650) 692-2043

Sebastian C. Fogle, QKA

(248) 855-8310

Gary L. Johnson

(610) 268-2252

Aaron Karr, QKA

(916) 773-3480

Andrew B. Ledewitz, CPC, QPA, QKA

(781) 938-9603

Mary T. Leong, CPC,QPA,QKA

(713) 658-3018

Patricia M. Monju, QPA

(504) 680-2060

Diane L. Swanson, CPC QPA

(480) 946-0751

Larry Wiener, APM

(954) 986-8688

Natalie R.E. Wyatt, QKA, QPFC

(877) 679-2647

Nachman Y. Ziskind, FSPA,CPC,QPA,QKA

(212) 494-9063

Lauren Matthews, ASPPA Staff Liaison

(703) 516-9300

Elsa Dizon, ASPPA Staff Liaison

(703) 516-9300

ASPPA ABC Committee

The ASPPA ABC Committee is comprised of a representative from each of the 17 ASPPA Benefits Councils. The Committee is developing incentives and cooperative efforts aimed at making the ABCs an integral part of ASPPA.

Donna Brewster, QPA Co-chair

(440) 951-8889

Susan L. Hajek, QKA, Co-chair

(703) 516-9300

Lawrence D. Silver, QKA Vice Chair

(617) 954-4889

Lauren Matthews, ASPPA Staff Liaison

(703) 516-9300

ABC Atlanta
Joni L. Jennings, CPC, QPA, QKA

(678) 924-8841

ABC Central Florida
Susan Conerly, QKA

(407) 237-4650

ABC Chicago
Stephanie K. Galbreath, QKA

(312) 427-9140

ABC Cleveland
William A. Duncan

(216) 696-3030

ABC Dallas/Ft. Worth
Mary Virginia Boggs, QPA,QKA

(214) 863-5500

ABC Delaware Valley
John Van Buren, MSPA

(215) 706-4000

ABC Detroit
Marylis A. Wozniacki, QPA, QKA,QPFC

(248) 328-8611

ABC Great Northwest
David S. Rowe, CPC, QPA, QKA

(206) 340-8018

ABC Greater Cincinatti
John P. Stebbins, QKA

(859) 386-4107

ABC New England
Lawrence D. Silver, QKA

(617) 406-1146

ABC New York
Judy A. Lynch, QPA

(212) 494-9043

ABC North Florida
Judith A. Zoller

(904) 399-5888

ABC Northern Indiana
Susan N. Olney, QKA

(574) 271-7867

ABC South Florida
Gary L. Tortora, QKA

(954) 472-4100

ABC of South Texas
Jay Thomas Scholz, CPC, QPA, QKA

(210) 829-5600

ABC Texas Gulf Coast
Sadie A. Gensler-Hooker, CPC, QPA, QKA, QPFC

(281) 304-1804

ABC Western PA
Kathleen Schroeder, MSPA, CPC, QPA

(724) 934-2790