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2017 Winners

     Deborah Goldberg

     Massachusetts State Treasurer

      Deborah knows the difficulties faced by employers of small non-profit organization in providing retirement plans for employees.

     Plan aims to shrink burdens for small non-profits


     Katie Archer

     Director of Global Benefits, Alexion Pharmaceuticals

      Katie Archer has taken to heart the time-honored saying: When it comes to investing, saving and planning for retirement, one size does not fit all. 

     Striving to make a local presence for a global group of participants


     Sandy Blair

    Director of Retirement Readiness, CalSTRS

     Sandy Blair of California State Teachers' Retirement System won an Innovation award for making a new idea even better

     Web redesign eases the task of shopping for 403(b) offerings


     Nora Alvarado

   Manager of Health and Welfare Administration, Employees Retirement System of Texas

    When Nora says "Stay in the Family," she wants participants in the Texa$aver 401(k) and 457(b) plans to consider keeping money in the plans when they retire        rather than take a rollover into an IRA. 

    Keeping participants in the family after retirement


     Aimee Dodson

    Thrive Director, Movement Mortgage

     When it comes to administering her company's DC plan, Aimee Dodson says small improvements can lead to big numbersin retirement savings at Movement Mortgage.

     Movement Mortgage takes steps to help employees shed debt


      Kathleen Long

    Vice President for Human Resources, The Farfield Co.

     Kathleen Long says the best way to help participants understand the value of DC investment and design changes is to take the conversation to them diretly.

     Being direct with staff to increase participation


     Cliff York


    Head of Pensions and Benefits, Americas, BP PLC

     Cliff York believes wealth means health -- and vice versa -- especially when it comes to retirement savings.

     Program puts health care on same level as financial goals



2016 Winners

     Dana Hammonds

     Senior Director of Player Affairs and Development, National Football League Players Association

      Dana Hammonds educates players and former players on the need for financial planning.

     Showing Young Pros How to Keep Their Money Secure Until They Retire


     Erika Kirchner

     Vice President of Human Resources, Bertelsmann Inc.

     Erika Kirchner instituted a design change in the company's $1 billion-plus 401(k) plan that allowed participants      45 and older to continue investing in their traditional 401(k) plan's target-date fund. 

     Giving Older Workers a Real Choice Managing their 401(k) Investments


     Katie Nedl

    Chief Operating Officer, BlackRock

     Katie Nedl orchestrated an interactive video campaign to encourage greater participation and investment.

     Using Videos to Empower Gen X, Gen Y Employees on Retirement Goals


     Sheila Rowaily

   Head of Investment Management, Saudia Arabian Oil Co.

    Sheila Rowaily developed the Idikhar Savings Plan, which enables these employees to pursue more options        while remaining faithful to Shariah investing principles. 

    Offering Workers a Way to Invest Without Compromising Religion


     Neil Saxton

    Executive-Engagement Strategy, Health Employees Superannuation Trust Australia (HESTA)

     Neil Saxton launched HESTA's "welcome series," a digital-based communication campaign using data analytics      to reach specific audiences.

     Creating High-Tech Campaign to Target Different Audiences


     Shirley Zabiegala

    Director of Savings and Retirement, Nestle USA Inc.

     Shirley Zabiegala redesigned a financial wellness program that caters to different participants' interests and      skills.

     Redesigning a Financial Program to Customize Investment message


2015 Winners

     Barbara Kontje

     Director of Retirement for the Americas and Smart Saving, American Express

     Barbara Kontje and her team created a global DC template for Amex's 28 markets.

     Global Retirement Strategy Guides DC growth for American Express


     Dina Pon

     Assistant Vice President of Human Resources, GEICO

     Dina Pon created digital tools to encourage GEICO's younger workforce to save more. 

     GEICO Gets Personal with Millenials Using Digital Marketing Techniques


    Janet Cowell

     Treasurer, North Carolina State

     Concerns over high fees spurred Janet Cowell's centralized program.

     State-backed Program Helps Teachers Keep More Savings


    Shelley Schueller & Tarna Hunter

    Deferred Compensation Director & Legislative Liason, Wisconsin Department of Employee Trust Funds

    Shelley Schueller & Tarna Hunter organized a grass-roots campaign to get women to save more. 

    Wisconsin Women Bridge Pension Gender Gap with EMPOWER-ing Program




     Rosemary Vilgan

     CEO, Qsuper

     Recognized for advocating a greater sensitivity to participants' needs. 

     Qsuper's Vilgan Worked to Manage Outcomes, Not Accumulation


     Steven Grossman

     Treasurer and Reciever General, Massachusettes State

     Steven Grossman pushed a way to give employees of small organizations a 401(k) with big advantages. 

     Grossman Used the Power of a Giant to Help Small-Business Workers


     Carol Sung

     401(k) Product Manager, International Paper Co.

     Carol Sung implemented a managed account program with a drawdown component for employees 55+. 

     International Paper's Sung Launched a Program for Everyone to Stay in the Plan


     Jeannie Lowe

     Vice President of Human Resources, Buck Consultants 

     Jeannie Lowe implemented a feature that gives workers an action plan. 

     Buck's Lowe Setup a Tool to get Employees Involved in their Retirement


    Georgette Gestely 

     Director, New York City Employee Benefits Program, Office of Labor Relations.

     Georgette Gestely used targeted forums to get more women to participate in the plan. 

     NYC Deferred's Gestely Borrowed an Idea to get More Women Into Their Plan




     David Zellner

     Chief Investment Office, General Board of Pension and Health Benefits of the United Methodist Church

     United Methodist Chuch's David Zellner wanted to make sure retirees didn't deplete their savings.

     United Methodist Church's David Zellner Offered Guidance on Wisely Spending Retiree Assets


     Britt Huber

     Vice President for Human Resources, Kiva Microfunds, Inc. 

     Kiva's Britt Huber came up with a big way to educate the young, using familiar technology.  

     Huber Used Familiar Technology to Point the Way


    Lois Osorno

     Director of Human Resources, Aloha Petroleum Ltd. 

     Lois Osorno used a plain-talk approach to help employees understand features of Aloha's 401(k) plan.

     Aloha's Osorno used Hawaiian Tradition to get the Message Across


    Chad Ryan

    N.Y.-based Director of Retirement Plans, PepsiCo Inc. 

    Chad Ryan sought to stress how 401(k) loans can hurt retirement. 

    PepsiCo's Ryan Gave Workers the Lowdown on Loans


     Sophie Dmuchowski

     Deputy Director, Office of Communications and Education, Federal Retirement Thrift Investment Board 

     Sophie Dmuchowski helped illustrate lifetime income with one question: Will You Be Ready?

     The Federal Thrift's Dmuchowski Asked a Simple Question to Illustrate Lifetime Income


    Angela Buk

     Head of Risk Management and Operations, Chrysler Group LLC

     Angela Buk shepherded a massive re-enrollment of 55,000 Chrysler employees.

     Buk Made Chrysler's Huge Re-Enrollment Look Easy


    Philip White

    Director of Racker Rewards, Rackspace Hosting Inc.

    Philip White used different providers to create something unique for his financial wellness program. 

    For Rackspace's White, Only a Customized Program Would Do




     Bernie Knobbe

     Senior Director of Global Benefits and Mobility, Yahoo! Inc. 

     Bernie Knobbe used text messages, video, social media, and games to engage participants. 

     Innovator Award Winner: Bernie Knobbe


     Barbara Kontje

     Director of Global Retirement and Smart Saving, American Express 

     Barbara Kontje launched virutal financial fairs and educated families of participants.  

     Innovator Award Winner: Barbara Kontje 


    Dan Holupchinski

     Manager of Retirement Plans, Deluxe Corp. 

     Dan Holupchinski provided participants with replacements income of 90% at retirement.

     Innovator Award Winner: Dan Holupchinski


    Carol Cypert

    Deferred Compensation Manager, City and County of San Francisco

    Carol Cypert introduced a a large public plan of custom target-date funds with alternative investments. 

    Innovator Award Winner: Carol Cypert


     Kevin Hanney

     Director of Non-U.S. Pensions and Savings Plans, United Technologies Corp.  

     Kevin Hanney designed a program to offer a lifetime income option within its DC plans.

     Innovator Award Winner: Kevin Hanney