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Executive Board

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

2018 NAGDCA Executive Board

Keith Overly, Ohio Deferred Compensation Program
President

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
Vice President

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
Secretary/Treasurer

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
Member-at-Large

Sandy 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.
 

Joshua Luskin, Indiana Public Retirement Systems
Member-at-Large

Joshua Luskin is the Director of Defined Contribution Plan Administration for the Indiana Public Retirement System (INPRS). He focuses on meeting DC plan needs for both employers and members (participants).  He brings to INPRS extensive experience in banking, investments, and private sector retirement plan management and fiduciary requirements.

A graduate of Sonoma State University, Joshua was raised by educators who encouraged in him a strong desire to make a positive impact in people’s life. He uses that spirit of service to engage INPRS members in preparing for the best possible retirement.

With approximately $32 billion in assets under management, INPRS serves the needs of about 470,000 members and retirees representing more than 1,200 employers including public universities, school corporations, municipalities and state agencies.
 

Steven Montagna, City of Los Angeles
Past President

Steven Montagna is a Chief Personnel Analyst with the City of Los Angeles Personnel Department/Employee Benefits Division. He has worked for the City of Los Angeles for over 27 years, and included among his responsibilities is Executive Director of the City’s supplemental Section 457 Deferred Compensation Plan. Steven has been in a leadership role with the City’s Plan since 1995. In addition to these responsibilities, Steven also oversees the City’s Civilian Employee Benefits Program, Wellness Program, and related resources offered to the City’s workforce.

He has been an active member of NAGDCA since 1995 in committee and speaking roles. He is also been a speaker for other organizations, including the Center for State and Local Government Excellence and Pew Charitable Trusts. 

His education includes a Bachelor of Arts from the University of California at Santa Cruz.

 

Kamila Kowalke, BMO Global Asset Management
Industry Observer

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.

 

 

Benjamin Taylor, Callan Associates
Industry President

Ben Taylor is a vice president and a defined contribution consultant in Callan's Fund Sponsor Consulting group based in the San Francisco office. Taylor serves as a lead consultant to DC plans, and has a primary focus on public sector DC plans, ranging from 457(b) plans to single and multi-vendor 403(b)/401(a) and 401(k) plans. As a member of Callan’s DC team Taylor also conducts specialized research, fee studies, plan structure analyses, and serves as a project manager for TPA and record keeper searches.

Prior to his career at Callan, Taylor was a DC specialist at R.V. Kuhns & Associates where he served as a consultant to the DC plans of four states, and several large city and university DC systems. He also formerly taught economics at Harvard University, where he received an award for excellence in teaching.

Taylor earned a masters of international political economy and development from Fordham University. He also earned a masters of public policy with a concentration in international trade and finance from Harvard University’s Kennedy School of Government. He received his BA from Reed College.


2018 NAGDCA Key Contacts

Tracy Tucker
Association Director

Tracy has twelve years of experience in association and non-profit management, as well as experience in the benefits area of a for-profit corporation (Fazolis). She joined AMR in December of 2000 and began working with NAGDCA in October of 2003. She is responsible for all aspects of association management, including board and committee support, financial management, conference and meeting management, publications, website, communications and public relations, membership growth and services, industry membership services and coordination, government relations, grant development and coordination, sponsorship, and fund raising. In addition, Tracy serves as Vice President for AMR and provides oversight and serves as a mentor to many of AMR’s Association Directors ensuring AMR meets and exceeds its clients’ expectations. Tracy possesses a bachelor’s degree in accounting from the University of Kentucky and is a member of ASAE, the American Society of Association Executives.

 

Matt Petersen
Executive Board Advisor

Matt Petersen joined NAGDCA as the association’s first full time dedicated staff resource in the summer of 2017. In his role as Executive Advisor he works directly with the Executive Board to develop strategies to help the organization achieve its mission and vision. Prior to joining NAGDCA Matt spent 13 years on active duty in the US Air Force as a C-17 evaluator pilot and air drop specialist, and served three deployments in support of Operations Iraqi Freedom and Enduring Freedom.

Matt is a graduate of the United States Air Force Academy. He also has a Master’s in Social Sciences from the Maxwell School of Public Affairs at Syracuse University, and is finishing his MBA at the Kellogg School of Management at Northwestern.

 

Susan White, Susan J. White & Associates
Legislative Counsel

Susan J. White, the President and founder of Susan J. White & Associates in 1992, has worked in Washington, DC for close to forty years--on Capitol Hill, for national associations and representing clients on specific issues. 

She has worked as staff to the Chairman of the Senate Labor and Human Relations Committee and for ten years for the National Association of Counties (NACo) as the Association's health lobbyist and then as Associate Legislative Director for Taxation and Finance where she was involved in lobbying and in creating coalitions during the development of the 1986 Tax Reform Act. She then went to work for a private consulting firm where she developed a federally based local government and public policy practice.

SJWA is Legislative Counsel to the National Association of Government Defined Contribution Administrators (NAGDCA) and represents a number of counties throughout the country on federal issues in Washington DC. 

 

Paul Beddoe, Paul V. Beddoe Government Affairs, LLC
Government Affairs Director - effective January 1, 2018

Paul Beddoe will begin serving NAGDCA as Government Affairs Director January 1, 2018. He is currently working on a transition basis with long-time NAGDCA Legislative Counsel Susan J. White. Paul is a legislative affairs professional with skills in intergovernmental affairs and the development and implementation of advocacy strategies. He brings a broad knowledge of federal domestic policy important to state and local governments, including tax and finance, workforce and health and human services from sixteen years on the legislative affairs team at the National Association of Counties (NACo). For the last three years he was Deputy Legislative Director.

Prior to NACo, Paul was a policy analyst for the Idaho Association of Counties — and a Public Employee Retirement System of Idaho plan participant! He holds a B.A. from the Master’s University in Santa Clarita, Calif. and a Ph.D. from the University of St. Andrews in Scotland.

 

Carly Miller
Project Coordinator

 

 

Liz Fossett
Member Services Coordinator

 

 

Will Engle
Conference and Events Director

 

 



Contact the NAGDCA Executive Board

 
 

 


201 East Main Street, Suite 1405
Lexington, Kentucky 40507
Phone: 859.514.9161
Email: nagdca@AMRms.com
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