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2002 Summit Appointed Delegates

  1. Melvyn Aaronson, United Federation of Teachers

  2. Arnaa Alcon, Ph.D., National Center on Women and Aging

  3. The Honorable Rob Andrews, United States House of Representatives

  4. Wayne Angell, Angell Economics

  5. William L. Anthes, Ph.D., National Endowment for Financial Education

  6. Ward Armstrong, American Express Retirement Services

  1. William J. Arnone, Ernst & Young LLP

  2. Suzanne Badenhop, University of Kentucky

  3. Meredith Bagby, Third Millennium

  4. Joanne Bankston, Ph.D., Cooperative Extension

  5. Patricia S. Barber, University of Delaware

  6. Mark Bass, Pennington, Bass & Associates

  7. Stephen A. Batman, 1st Global Inc.

  8. The Honorable Max Baucus, United States Senate

  9. Adrianne Baughns-Wallace, State of Connecticut, Office of the Treasurer

  10. William W. Beach, The Heritage Foundation

  11. Jeffrey S. Bear, Strong Retirement Plan Services

  12. Fred R. Becker, Jr., National Association of Federal Credit Union

  13. Elaine E. Bedel, CFP, Certified Financial Planner Board

  14. Olena Berg Lacy, Financial Engines

  15. Edward C. Bernard, T. Rowe Price

  16. Andrew Biggs, Cato Institute

  17. Richard L. Billings, RL Billings & Company

  18. Robert L. Bixby, Concord Coalition

  19. J. Kenneth Blackwell, State of Ohio

  20. Don M. Blandin, American Savings Education Council

  21. Ray Boshara, CFED

  22. Stephen Brobeck, Consumer Federation of America

  23. Ellen A. Bruce, J.D., Gerontology Institute

  24. James E. Burton, CalPERS

  25. Stuart M. Butler, Heritage Foundation

  26. Donald J. Butt, Qwest Communications

  27. Anthony C. Caropreso, Eastern Contractors Association

  28. David Certner, AARP

  29. Denise Voigt Crawford, Texas State Securities Board

  30. Robert R. Davis, America's Community Bankers

  31. Dino DeConcini, Consumer Federation of America

  32. Judith DiCenzo, JLD Consulting

  33. Michael J. Donoghue, Worcester Regional Retirement

  34. Douglas Dorn, R.V. Kuhn & Assoc.

  35. James H. Douglas, State of Vermont

  36. Andrew Douglas, International Foundation of Employee Benefit Plans

  37. Terrence A. Duffy, Chicago Mercantile Exchange

  38. William K. Ecklund, Felhaber, Larson, Fenlon & Vogt, P.A.

  39. Ric Edelman, Edelman Financial Services, Inc

  40. Randall Edwards, Oregon State Treasurer

  41. Charles Elliott, Mississippi Credit Union System

  42. Eric Engen, American Enterprise Institute

  43. Stephen J. Entin, Institute for Research on the Economics of Taxation

  44. D. Don Ezra, Frank Russell Company

  45. Karen W. Ferguson, Pension Rights Center

  46. Peter J. Ferrara, American Civil Rights Union, Americans for Tax Reform

  47. Gary Findlay, Missouri State Employees Retirement System

  48. Edward Fire, IUE-Communication Workers of America

  49. Bridget Flynn, American Academy of Actuaries

  50. Martha E. Ford, The Arc of the United States

  51. Jonathan Barry Forman, University of Oklahoma

  52. Lynn L. Franzoi, Fox Entertainment Group, Inc.

  53. William D. Fritts, Jr., Public Issue Management, LLP.

  54. Wayne Gates, John Hancock Mutual Life Insurance

  55. Teresa Ghilarducci, University of Notre Dame

  56. John Goodman, National Center for Policy Analysis

  57. Brian Graff, ASPA

  58. Micah Green, The Bond Market Association

  59. Robert Greenstein, Center on Budget & Policy Priorities

  60. Mathew Greenwald, Mathew Greenwald & Associates, Inc.

  61. Nancy Gucwa, CFP, Gucwa Group

  62. A. William Gustafson, Center for Financial Responsibility, Texas Tech University

  63. Curtis L. Hage, Home Federal Bank

  64. Kevin A. Hassett, American Enterprise Institute

  65. Michael C. Henkel, Ibbotson Associates

  66. C. Robert Henrikson, MetLife Insurance Company

  67. Paul S. Hewitt, Center for Strategic & International Studies

  68. David A. Hildebrandt, White & Case LLP

  69. Craig P. Hoffman, American Society of Pension Actuaries

  70. Patricia Houlihan, Houlihan Financial Resource Group

  71. M. Cindy Hounsell, Women's Institute for a Secure Retirement

  72. J. Mark Iwry, Formerly with the U.S. Department of the Treasury

  73. Charles W. Jarvis, United Seniors Association

  74. John E. Jensen, National Council on Teacher Retirement

  75. David C. John, The Heritage Foundation

  76. The Honorable Sam Johnson, United States House of Representatives

  77. The Honorable Tim Johnson, United States Senate

  78. Thomas C. Jones, CIGNA Corporation

  79. David C. Jones, Ph.D., InCharge Institute of America, Inc.

  80. Terry J. Jorde, CountryBank USA

  81. Martella Joseph, ASPA

  82. Steve Judge, Securities Industry Association

  83. Robert J. Kabel, Sagamore Associates

  84. Petrea Kalhadl, Miller, Johnson, Steichen, Kinnard

  85. Richard L. Kaplan, University of Illinois

  86. W. Thomas Kelly, Savers & Investors League

  87. James Kidder, Kidder Benefits Consultants, Inc.

  88. James A. Klein, American Benefits Council

  89. Leslie Kramerich, William M. Mercer

  90. Robert D. Krinsky, The Segal Company

  91. Janet Krueger, Andrews Consulting Group, Inc

  92. Arkadi Kuhlmann, ING Direct

  93. Nicholas D. Latrenta, MetLife Insurance Company

  94. Marilee Pierotti Lau, KPMG, LLP

  95. Rick Lazio, Financial Services Forum

  96. Dee Lee, Harvard Financial Educators

  97. William H. Linginfelter, SouthTrust Bank

  98. John C. Lounds, Allstate Financial

  99. William Lucy, American Federation of State, County & Municipal Employees

  100. Angela Lyons, University of Illinois

  101. Mahnaz Mahdavi, Smith College

  102. Thomas M Marra, Hartford Life

  103. Ralph D. Marsh, Houston Police Officer Pension System

  104. Raymond Martin, CitiStreet Advisors

  105. Jim Martin, 60 Plus Association

  106. Alfonso Martinez-Fonts, JP Morgan Chase Bank

  107. Derrick Max, Alliance for Worker Retirement Security

  108. Frank B. McArdle, Hewitt Associates LLC

  109. Lawrence McBride

  110. James D. McCool, Charles Schwab

  111. John W. McGonigle, Federated Investors Inc.

  112. Thomas J. McInerney, ING U.S. Financial Services

  113. Ron Merolli, Allmerica Financial

  114. Paul G. Merski, Independent Community Bankers of America

  115. Daniel A. Mica, Credit Union National Association

  116. Jonathan Miller, Kentucky State Treasurer

  117. Daniel J. Mitchell, Heritage Foundation

  118. Richard H. Moore, North Carolina Dept. of State Treasurer

  119. Russell J. Mueller, Verner, Liipfert, et. al.

  120. Dana Muir, University of Michigan, Business School

  121. Ceceilia Munoz, National Council of La Raza

  122. Diana Murray, Sara Lee Corporation

  123. Donald J. Myers, Reed Smith, LLP

  124. Nancy J. Nauser, Consumer Credit Counseling Service Mid-America

  125. The Honorable Richard Neal, United States House of Representatives

  126. Elizabeth B. O'Hara, Office of Richard A. Gephardt, United States House of Representatives

  127. Peter R. Orszag, The Brookings Institution

  128. Terence O'Sullivan, Laborers International Union of North America

  129. The Honorable Earl Pomeroy, United States House of Representatives

  130. The Honorable Rob Portman, United States House of Representatives

  131. Mark G. Powell, Mark G. Powell Investments

  132. Anna Rappaport, William M. Mercer, Inc.

  133. Jeannine Markoe Raymond, National Association of State Retirement Admin.

  134. Frank Ready, PERS of Mississippi

  135. Gwendolyn M. Reichbach, National Institute for Consumer Education

  136. Virginia Reno, National Academy of Social Insurance

  137. Angela Reynolds, NCR Corporation/American Benefits Council

  138. Max I. Richtman, National Committee to Preserve Social Security & Medicare

  139. Eric Rodriguez, National Council of LaRaza

  140. The Honorable William V. Roth, Reed Smith

  141. Robert Rozen, Washington Council E & Y

  142. Dallas L. Salisbury, Employee Benefits Research Institute

  143. Andrew Samwick, Dartmouth College

  144. Leon H. Schellman, Procter & Gamble Co.

  145. Sylvester J. Schieber, Watson Wyatt Worldwide

  146. Judy Schub, Committee on the Investment of Employee Benefit Assets

  147. Bertram L. Scott, TIAA-CREF

  148. Paul J. Seifert, IAPSRS

  149. Susan Serota, Pillsbury, Winthrop, LLP

  150. Gerald Shea, AFL-CIO

  151. Lynn K. Shipman, American Bankers' Association

  152. William G. Shipman, Carriage Oaks Partners, LLC.

  153. Andrew M. Sieg, Merrill Lynch

  154. James I. Singer, Schuchat, Cook & Werner

  155. Scott Sleyster, Prudential Financial

  156. Peter J. Smail, Fidelity Investments

  157. Paul S. Speranza, Jr., Wegmans Food Markets, Inc.

  158. Gene Sperling, The Brookings Institution

  159. Norman Stein, University of Alabama School of Law

  160. David Strauss

  161. Hannah E. Sutton, William C. Earhart Co. Inc.

  162. Jonathan Talisman, Capitol Tax Partners

  163. Michael Tanner, Cato Institute

  164. Charles Tharpe, Rutgers University

  165. Richard Thau, Third Millennium

  166. Warren Thompson, Frank Russell Co.

  167. David Tseng, The Esmeraldas Group

  168. Craig Ueland, Frank Russell Co.

  169. Stephen P. Utkus, The Vanguard Group

  170. Elizabeth Varley, Securities Industry Association

  171. Thomas C. Walker, Associated Benefits Corporation

  172. Kim Nolan Wallace, Lehman Brothers

  173. Joseph P. Watkins, Hill Solutions, LLC

  174. Carolyn Weaver, Mackay Weaver

  175. Milton T. Wells, Wells & Assoc.

  176. Jane White, Retirement Solutions Foundation

  177. Alan H. Winkle, Public Employee Retirement System of Idaho

  178. James A. Wolf, TIAA-CREF

  179. David L. Wray, Profit Sharing/401(k) Council of America

  180. Steve Yokich, UAW

  181. Larry Zimpleman, The Principal Financial Group