The Principal® 10 Best Companies Judging Panel
An independent panel of judges and Mathew Greenwald & Associates, a premier market research company, review the entries to The Principal 10 Best Companies for Employee Financial Security.
About Mathew Greenwald & Associates
Mathew Greenwald & Associates is a premier public opinion and market research company with an expertise in employee benefits. Founded in 1985, Greenwald & Associates has conducted public opinion and customer-oriented research for more than 200 organizations, including many of the nation's largest companies and foremost associations.
The primary focus areas of Mathew Greenwald & Associates include:
- Telephone, mail and on-line surveys
- Focus Groups
- In-depth, one-on-one interviewing
- Business and consumer research in areas such as insurance, health care and retirement.
- Facilitates annual Retirement Confidence Survey (RCS)
- Questionnaire design and analysis of The Principal Global Financial Well-Being Study
Greenwald & Associates is the parent company for National Research, LLC, an executive and consumer telephone interviewing organization. For more information, visit www.greenwaldresearch.com.
About The Principal® 10 Best Companies Judging Panel
View a biography of each of The Principal 10 Best Companies for Employee Financial Security judges.
- Nevin E. Adams, Editor-In-Chief
PLANSPONSOR Magazine and PLANSPONSOR.com - D. Holly Lifke, Vice president of Human Resources
Society Insurance - Dan McCarthy FSA, MAAA, Consulting Actuary
Milliman, Inc. - Corey Rosen, Executive Director & Founder
National Center for Employee Ownership - Dallas L. Salisbury, Chief Executive Officer
Employee Benefit Research Institute - Marie E. Schram,
Director of Human Resources
LMI - Timothy A. Welsh, Director
McKinsey & Company - David L. Wray, President
The Profit Sharing/ 401kCouncil of America (PSCA)
Nevin E. Adams
Editor-In-Chief
PLANSPONSOR Magazine and PLANSPONSOR.com
Nevin is editor-in-chief of PLANSPONSOR magazine, its Web counterpart, PLANSPONSOR.com, and PLANADVISER magazine. He is also the creator, writer and publisher of PLANSPONSOR.com's NewsDash, the industry's leading daily source for information focused on the critical issues impacting benefits industry professionals – currently read each business day by more than 41,000 readers worldwide.
In 2004, Adams oversaw the introduction of PLANSPONSOR's Retirement Plan Adviser of the Year. In 2005 he launched the PLANSPONSOR Institute which oversees the PLANSPONSOR Retirement Professional designation, currently held by nearly 350 financial advisers.
Adams joined PLANSPONSOR in 1999 as executive editor, and was promoted to his current position the following year. With more than 30 years experience in the retirement industry, Adams is a frequent and popular speaker at industry and trade conferences. He graduated magna cum laude with a BS in Finance from DePaul University in Chicago, Illinois. In 1988, he received his JD from DePaul University.
D. Holly Lifke
Vice President
Human Resources Society Insurance
D. Holly Lifke is vice president of human resources at Society Insurance. Lifke has championed Society Insurance's benefits program, fulfilling the group's mission to "help the healthy remain healthy and to help those managing chronic conditions do so more effectively." She is certified as a Senior Professional in Human Resources.
With more than 15 years of experience, Lifke's responsibilities at Society Insurance include leadership development, staffing, employee benefits and program design. She is also an adjunct faculty member at the University of Wisconsin - Oshkosh teaching Human Resource Management. Society Insurance was named one of The Principal 10 Best Companies for Employee Financial Security—2007.
Dan McCarthy FSA, MAAA
Consulting Actuary
Milliman, Inc.
Dan McCarthy is a principal and consulting actuary with Milliman, Inc., in the firm's New York Life and Health consulting practice. McCarthy joined Milliman in1972; in addition to his consulting work, he also served as the firm's chairman for 7 years.
McCarthy specializes in life insurance and healthcare, and he has consulted on a wide array of issues including the design, pricing and review of employee health benefit programs. A frequent speaker on actuarial and insurance industry topics, McCarthy is a Fellow of the Society of Actuaries and a member of American Academy of Actuaries. He has served on the governing boards of both including past president of the Academy.
Corey Rosen
Executive Director & Founder
National Center for Employee Ownership
Corey Rosen is executive director and founder of the National Center for Employee Ownership (NCEO), a non-profit membership, information, and research organization focusing on all aspects of broad-based employee ownership.
Rosen taught government at Ripon College and served as a Senate legislative aide for five years. During that time, he drafted a number of ESOP laws. He founded the NCEO in 1981 and since then has authored over a dozen books on the topic—including coauthoring the book Equity, published by Harvard Business School Press in the spring of 2005. Rosen also is a member of the Board of Directors of the Great Place to Work Institute, creator of the Best 100 Companies to Work For list. Rosen has a PhD in political science from Cornell University.
Dallas L. Salisbury
Chief Executive Officer
Employee Benefit Research Institute
Dallas Salisbury is the chief executive officer of the Employee Benefit Research Institute (EBRI), in Washington, DC. EBRI provides objective, unbiased information regarding the employee benefit system and related economic security issues. Prior to joining EBRI at its founding in 1978, Salisbury held positions with the Washington State Legislature, the U.S. Department of Justice, the Pension and Welfare Benefits Administration of the U.S. Department of Labor, and the Pension Benefit Guaranty Corporation (PBGC).
Salisbury is a fellow of the National Academy of Human Resources and is the recipient of the Award for Professional Excellence from the Society for Human Resource Management, the Plan Sponsor Lifetime Achievement Award and the Keystone Award of World at Work. He currently serves on the board of directors for the FINRA Investor Education Foundation as well as the board of advisors to the Comptroller General of the United States.
Marie E. Schram
Director - Human Resources
LMI
Marie Schram is director of human resources for LMI, a not-for-profit government consulting firm with 750 employees based in McLean, Virginia. Schram is responsible for LMI's human resources initiatives, including compensation and benefits management, employee relations and policies, recruitment and staffing, and training and professional development programs.
Schram previously held executive positions with a third party administration and benefits consulting firm and a consulting-oriented insurance brokerage. She also spent many years involved with healthcare management companies performing nationwide strategic planning and operations roles. Schram earned a bachelor's degree in psychology and a master's degree in counseling from the University of Maryland at College Park. She is certified as a Senior Professional in Human Resources. LMI was named one of The Principal 10 Best Companies for Employee Financial Security—2007.
Timothy A. Welsh
Director
McKinsey & Company
Tim Welsh is a director in the Minneapolis office of McKinsey & Company, a management consulting firm advising leading companies on issues of strategy, organization, technology and operations. He leads the firm's Midwest Financial Services practice. Welsh also co-leads the North American Life and Wealth Management Practice.
Since joining McKinsey & Company in 17 years ago, Welsh has served client throughout the financial services industry. In particular, he has served some of the nation's leading life insurers, property & casualty insurers, and banks on issues of strategy, organization and operations. In addition, Welsh has been a leader in the Minneapolis/St. Paul community; including helping the Minneapolis mayor and city council transform the economic development activities in the city. Mr. Welsh holds an M.B.A., with distinction, from Harvard Business School, and a B.A., magna cum laude, in social studies, from Harvard University.
David L. Wray
President
The Profit Sharing/ 401kCouncil of America (PSCA)
David Wray is President of the Profit Sharing/401k Council of America (PSCA). PSCA is a national, non-profit association of companies that sponsor profit sharing and 401(k) plans for over 5 million employees.
Wray is a nationally recognized speaker, author and authority on 401(k) and other defined-contribution plan issues. He has testified before congressional committees and at Labor Department, Treasury Department, and Internal Revenue Service hearings. Wray was the 2004 Chair of the Department of Labor's ERISA Advisory Council and was a member of the Certified Financial Planner Board of Standards Advisory Board. He served as president of the International Association for Financial Participation, a Paris based alliance of national organizations that promote the use of employee financial participation. His book “Take Control with Your 401(k)”, originally published in June 2002, was revised and re-released in December 2007.
