Advisory Committee on Tax Exempt and Government Entities (ACT ...

PROTECTING PLAN BENEFITS:IMPROVING GOVERNMENTAL DEFINED CONTRIBUTION PLAN COMPLIANCEAppendix DThe ACT spoke, on a confidential basis, with a number of retirement plan andgovernmental employer experts to receive input in developing these recommendations.We are grateful to the time and effort they provided in support of this report. Thefollowing is a partial list:IRS TE/GE DivisionJoseph Grant, Deputy Commissioner, IRS TE/GE DivisionMichael Julianelle, Director of Employee Plans DivisionAndrew Zuckerman, Esq. Director, Employee Plans Rulings and AgreementsMonika Templeman, Esq., Director, Employee Plans ExaminationsMark F. O’Donnell, Director, Employee Plans Customer Education and OutreachSunita Lough, Director, Federal, State and Local GovernmentsIndustry Consulting FirmsMary Willet, President, Willett ConsultingCathie Eitelberg, Segal CompanyIndustry OrganizationsM. Kristi Cook, National Tax Sheltered Accounts AssociationRobert Hansel, National Association of Government Defined Contribution AdministratorsGovernmental Defined Contribution Plan OfficialsMichael Halpin, Executive Director, Maryland Supplemental Retirement PlansKeith Overly, Executive Director, Ohio State Deferred Compensation ProgramEdward J. Lilly, Executive Director New York State Deferred Compensation BoardService Providers (attendees for 3/18 call)Timothy Rouse, Fidelity InvestmentsMarilyn Collister, Great West Retirement ServicesRod Crane, TIAA-CREFJanet Kendall - INGBrian McCleave – PrudentialBrenda Anderson, Nationwide Retirement SolutionsKerry Robinson – Nationwide Retirement SolutionsEric Stevenson – Nationwide Retirement SolutionsEric Judge – Hartford LifeFrances Dayne - INGRobert Kaplain - INGLinda Seigelman - INGADVISORY COMMITTEE ON TAX EXEMPT AND GOVERNMENT ENTITIES (ACT) June 11, 2008 39