2017 NAGDCA Board In-Person Board Meetings
April 1-4 - Washington,DC
June 2-4 - Park City, UT
September 24 - Milwaukee, WI
October 27-29 - Burlington, VT
Steven Montagna, City of Los Angeles
Steven Montagna is an Assistant Division Chief for the City of Los Angeles Personnel Department/Employee Benefits Division. In this role he functions as the program manager for the City of Los Angeles Section 457 Deferred Compensation Plan. He's responsible for operational management of the program, including administering contracts for third-party-administration, investment management and consulting. He also oversees the City';s Commute Options & Parking program, and supports budget development for the City's $400 million employee benefit programs.
Steven has worked with the City since 1989, and been in his managerial role with the Deferred Compensation Plan since 1995. He's been an active member of NAGDCA since that time, having served on several NAGDCA Committees including the Annual Conference, Public Relations, and Publications Committees. He's also participated in several panel discussions at prior NAGDCA Conferences.
Steven is a former board member for the Southern California Personnel Management Association (SCPMA) and member of the California Defined Contribution Peer Network (CA-DCPN).
Keith Overly, Ohio Deferred Compensation Program
Keith Overly has been the Executive Director of the Ohio Deferred Compensation Program (Ohio DC) since 2003. Ohio DC provides a supplemental defined contribution plan to Ohio local and state government employees and administers over 200,000 participant accounts with assets in excess of $10 billion. Before joining Ohio DC, Keith had 29 years of local government service in Ohio and Michigan including chief financial officer in three cities and most recently, Deputy City Manager in Kalamazoo Michigan.
He has been a member of the National Association of Government Defined Contribution Administrators (NAGDCA) for the past ten years. He is also a member of the Governmental Finance Officers Association (GFOA), the Ohio GFOA, the International Foundation of Employee Benefit Plans, and the Defined Contribution Institutional Investment Association (DCIIA). He is also a past member of the GFOA Executive Board, served on the GFOA Committee on Retirement and Benefit Administration for 13 years, has been active on NAGDCA task forces and committees, and is a frequent speaker at professional conferences.
His education includes a B.A. from Wittenberg University and M.P.A. from the University of Dayton.
Cindy Rehmeier, MOSERS
Cindy Rehmeier is the Manager of Defined Contribution Plans with the Missouri State Employees' Retirement System (MOSERS). Cindy focuses on the oversight of three defined contribution plans of which responsibilities include: record keeper selection and oversight, communications and education oversight, compliance and policy aspects, and the selection of investment options and investment manager due diligence. Cindy joined MOSERS in July 1999 and prior to her current position, she managed the defined benefit plan's internal short-term fixed income portfolio and all securities lending activity and assisted in the oversight of MOSERS equity and fixed income external investment managers.
Cindy completed the Certified Financial Planner program with the College of Financial Planning and received the Certified Financial Planner designation. She also received a Master of Business Administration from William Woods University. She attended Missouri State University and Columbia College graduating with a Bachelor of Science degree in business administration. Cindy is a member of Financial Planning Association and has also served on the executive board of the Missouri Association of Public Employees' Retirement Systems for the past 11 years.
Steve Toole, State of North Carolina
Steve Toole has been Executive Director of the Retirement Systems Division of the North Carolina Department of State Treasurer since April 2011, overseeing the 11th largest defined benefits plan in the
country. The plan serves more than 930,000 people and administers $90 billion in assets. He also manages the supplemental defined contribution plans, including the NC 401(k), NC 403(b) Program, and the NC 457 Deferred Compensation Plan, which, collectively, serves more than 262,000 participants and $9.2 billion in assets. Steve also administers other benefit programs, including death and disability benefits and special benefits for law enforcement officers. He has a bachelor of science degree in business
administration from Ohio State University.
Sandy Blair, CalSTRS
Blair is the Director of Retirement Readiness for the California State Teachers' Retirement System (CalSTRS). She rose through the ranks in CalSTRS after arriving in 2009 to a management position in CalSTRS' office of Client Outreach and Guidance. She was instrumental in establishing the model of CalSTRS first Member Service Center in West Sacramento. Sandyr administers the CalSTRS Pension2 personal wealth plan, which consists of 403(b), 457 and Roth 403(b) plans. Pension2 serves as a supplemental savings plan for all California school and community college employees. Under her leadership, the CalSTRS defined contribution plan, Pension2®, experienced tremendous growth. It currently administers more than $600 million in
assets on behalf of more than 10,000 plan participants.
Sandy has extensive private sector experience in consumer banking, finance and tax preparation. She earned a bachelor of science degree in business administration finance from California State University, Sacramento.
Polly Scott, Wyoming Retirement System
Polly Scott is the Communications and Deferred Compensation Plan Manager for the Wyoming Retirement System. In this role, she provides the leadership needed to reduce program costs and improve service. She also spearheaded the Wyoming Retirement System's efforts to provide member education about benefits, retirement planning, and investing for retirement. Polly has served on various NAGDCA committees since 2001 and is currently on the legislative committee.
Prior to working for the Wyoming Retirement System, Polly worked for the Wyoming State Legislature, Wyoming's Department of Economic Analysis and for several research think tanks in Washington, D.C. Polly is a Certified Retirement Counselor, has a bachelor's degree in economics from the University of Wyoming and a master's degree in economics from the University of Notre Dame.
Jim Link, PFM Asset Management
Jim Link is a Managing Director at PFM Asset Management LLC. His roles within the company include acting as the Chief Marketing Officer (CMO) and co-leading the firm's Center for Retirement Finance. During his 27 year career, he has led marketing and client service advisory efforts in the retirement plan, asset management, and banking services fields. As a leader in the Center for Retirement Finance, Jim leads the client engagement and thought-leadership efforts of the firm related to public sector retirement plans.
Jim is actively involved with Government Finance Officers Association (GFOA) acting as an advisor to the Committee on Retirement and Benefits Administration and the National Association of Government Defined Contribution Administrators (NAGDCA) through its Industry Committee. In addition, he has had several articles on public retirement plan reform published in Government Finance Review magazine.
Kamila Kowalke, BMO Global Asset Management
Kamila Kowalke is responsible for expanding the distribution of BMO Global Asset Management’s solutions in the western U.S. She joined the company in 2014. Kamila previously served as vice president of institutional sales at Calamos Investments and director of institutional markets at Dow Jones Indexes. Kamila holds an M.B.A. from the University of Arkansas and the U.S. equivalent of the B.A. from the Gdansk Institute of Technology. She has also passed CFA Level I.
Contact the NAGDCA Executive Board