Employee Benefits Conference - Virtual (C71321)

Mr. Greetis is a partner in the Employee Benefits & Executive Compensation Department of Seyfarth Shaw LLP. Seyfarth Shaw LLP maintains one of the nation’s largest groups of attorneys practicing Employee Benefits & Executive Compensation Law. Adam has a broad-based, comprehensive practice which involves all areas of employee benefits law, including retirement plan, health and welfare plan and executive compensation matters.

Nancy has more than 25 years of experience in tax and employee benefit matters. In her current role, Nancy serves as RSM’s Form 5500 practice leader and works with clients throughout RSM with respect to federal tax and Employee Retirement Income Security Act of 1974 (ERISA) compliance and planning related to employee benefit plans, and assists the firm’s employee benefit plan audit practice with tax issues that may arise in the course of a plan audit, including: • Review of qualified retirement plan documents and plan operations for compliance with IRS and Department of Labor (DOL) rules in form and operation, including 401(k), 403(b) employee stock ownership plans (ESOPs) and other qualified retirement plans • Guidance and correction of plan failures under IRS and DOL regulations and correction programs, including the IRS’ Employee Plans Correction Resolution System (EPCRS) and the DOL’s Voluntary Fiduciary Correction Program (VFCP) and Delinquent Filer Voluntary Compliance Program (DFVCP). Professional affiliations and credentials • Certified public accountant, Iowa and Minnesota • American Institute of Certified Public Accountants and Iowa Society of Certified Public Accountants

 

Marla J. Kreindler advises clients on a broad range of fiduciary governance, regulatory, and investment matters affecting sponsors, fiduciaries, and service providers to US tax-qualified retirement plans. Marla represents and counsels corporate, nonprofit, and governmental plan sponsors on their institutional retirement plans, as well as major recordkeepers, consulting and investment management firms, insurance companies, banks, and financial firms on managing and investing employee benefit plan assets and tax-qualified retirement plans.

She serves as counsel to the Defined Contribution Institutional Investment Association (DCIIA) and the Employee Benefits Research Institute (EBRI) and has also advised the National Association of Government Defined Contribution Administrators, Inc. (NAGDCA). Marla is a regular speaker at national industry conferences (including those hosted by DCIIA and Pensions & Investments); before meetings sponsored by the Committee on the Investment of Employee Benefit Assets, the Worldwide Employee Benefits Networks, and Women Investment Professionals; at external co-hosted events with other leading providers; and at Morgan Lewis-sponsored presentations. Marla has represented clients in matters before the US Department of Labor, the Internal Revenue Service, the US Securities and Exchange Commission, and other US regulators; has testified in hearings at the Department of Labor and before the Employee Retirement Income Security Act (ERISA) Advisory Council; and has served as a judge for the Eddy Awards sponsored by Pensions & Investments and the Excellence and Innovation Awards sponsored by Pensions & Investments and DCIIA. She has also been recognized as one of 401(k)Wire's Most Influential People in Defined Contribution and was recognized as one of Pensions & Investments' Most Influential Women in Institutional Investing in 2023, the inaugural year for this award.

Marla advises institutional retirement plan and financial institution clients on managing and investing billions of dollars of employee benefit plan assets (including 401 (k) and defined benefit plans, as well as individual retirement accounts (IRAs), collective investment trusts (CITs), and other commingled investment vehicles). She counsels clients on fiduciary governance, legal compliance, risk management, legislative and regulatory developments and policy matters, and compliance with ERISA and related tax, banking, securities, and insurance law requirements; on new product development, documentation, and transactional investment matters; and on a range of investment products, services, and contracting matters across all asset classes. Marla's clients include corporate, governmental, and nonprofit plans/sponsors; investment management firms; major recordkeepers; consulting firms; insurance companies; banks and other financial services firms; and industry associations.

Sara Shean is a managing director at PGIM Global Head of Defined Contribution for the Real Estate business. In addition to her portfolio management responsibilities for PGIM's daily-valued private market funds for the DC market, Sara’s responsibilities include platform and product strategy, business development and relationship management, and industry advocacy and collaboration. Sara has 25 years of defined contribution experience and is a member of the Defined Contribution Real Estate Council. Sara also serves on the Defined Contribution Institutional Investment Association’s Investment Policy & Design leadership committee, and is a member of the Defined Contribution Alternatives Association and the Defined Contribution Investment Forum in the U.K. Prior to joining PGIM, Sara was head of institutional defined contribution at Cohen & Steers, where she was a board member for the Defined Contribution Real Estate Council and the Defined Contribution Institutional Investment Association. Sara also spent 19 years at J.P. Morgan, primarily focused on investment strategy work for the firm’s defined contribution clients. Sara earned a bachelor’s degree in Economics and Business Management from Cornell University and is a CFP® certificant.

 

John Manilla is a Partner in Crowe’s Public Sector Consulting practice, where he leads initiatives focused on artificial intelligence (AI) enablement, data analytics and visualization, cloud solution deployment, business process automation, and geospatial technology integration. With over 17 years of experience across the financial services and public sector industries, John brings deep expertise in regulatory compliance and has successfully supported a wide range of complex client engagements. He is both a Certified Public Accountant (CPA) and a Project Management Professional (PMP) and holds bachelor’s and master’s degrees in accounting from Grand Valley State University. John is a recognized speaker on the topic of generative AI and has delivered presentations for national organizations including NASACT, NGMA, and The IIA.