Press Release

EBRI Announces Volunteer Leadership Changes

Issued by EBRI [Employee Benefit Research Institute]

Jan. 6, 2022

WASHINGTON – January 6, 2022 – The Employee Benefit Research Institute recently named a new slate of leaders to its
Board of Trustees, Executive Committee, and Research Committee.

Vice Chair, Board of Trustees

Eric Stevenson, President, Nationwide Retirement Solutions, has been appointed to be Co-Vice Chair of the Board of Trustees, along with long-time Executive Committee member Dan Rosshirt, Principal, Deloitte Consulting, LLP.

Executive Committee

EBRI’s Board of Trustees also named Katie Hockenmaier, Partner, Mercer, and Sandy McCarthy, President, Retirement Services, OneAmerica Financial Partners, to its Executive Committee.

Research Committee Vice Chairs

Christopher DeRosa of Cigna has been named Health Programs Vice Chair at EBRI. Barbara Hogg of Aon is the new Research Agenda Vice Chair, and Lisa Margeson of Bank of America was named Financial Wellbeing Vice Chair. In addition, Melissa Kahn of State Street Global Advisors was named Public Policy Advisory Committee Chair, and Todd Berkley of Conduent has been named Vice Chair, Health Accounts.

“We are delighted to have such a strong group of retirement, health and financial wellbeing experts devoting their time and insights to EBRI. EBRI is a member-driven organization, and our members’ willingness to commit resources to our mission of providing fact-based research on employee benefits is core to our success,” said Lori Lucas, President and CEO of EBRI. “With that in mind, I also want to thank our outgoing leaders for ably advising EBRI over the years.”

EBRI leadership changes took effect on January 1, 2022.

About EBRI

The Employee Benefit Research Institute (EBRI) is a nonpartisan membership organization committed to contributing to, encouraging, and enhancing the development of sound employee benefit programs and public policy through objective research and education. Founded in 1978, EBRI is the only private, nonprofit, nonpartisan, Washington, DC-based organization committed exclusively to public policy research and education on economic security and employee benefit issues.

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