The Principal® 10 Best Judges
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. The 2012 panel is listed below. For more about how winners are selected, visit The Principal 10 Best Judging Process.
About Mathew Greenwald & Associates
Mathew Greenwald & Associates is a premier public opinion and market research company with 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. 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—2012
View a biography of each of The Principal 10 Best Companies for Employee Financial Security judges.
Retirement Marketing, LPL Financial
Sheri Fitts is the Vice President of Retirement Partners Marketing for LPL Financial, the nation’s largest independent broker-dealer, a top RIA custodian, and a leading independent consultant to retirement plans.
In her role, Fitts leads the planning, development and execution of marketing communications programs for advisors who focus on the institutional retirement plan marketplace including the development of worksite education strategy and support. She has a 20-year background in retirement plan participant education, marketing and sales.
Prior to joining LPL, Fitts directed the development, planning, implementation and integration of communications and marketing strategies in support of a retirement plan effort at Standard Insurance. During her nearly 20-year career in financial services, she has received awards and recognition from the PSCA, Pensions & Investments, National Association of Government Defined Contribution Administrators, the International Association of Business Communicators and more.
Senior Vice President,
Lisa Kottler is Senior Vice President, Retirement Services for NFP, a leading independent financial services distribution company that provides benefits, insurance, and wealth management services to companies and high net worth individuals. Since 2004, Kottler’s primary focus has been to help NFP retirement plan advisors deliver innovative strategies and services to retirement plan sponsors, while helping the advisors enhance the revenue and profitability of their businesses.
An 18-year veteran in the retirement plan industry, Kottler has held sales and marketing positions for several of the nation’s leading retirement plan providers, including CitiStreet, CIGNA, and The 401(k) Company. She holds the Accredited Investment Fiduciary (AIF) designation, NASD Series 24,7,63, and 65 licenses and the Life and Health and Variable Annuities license.
Associates for International Research, Inc. (AIRINC)
Julia Pilleri is the Assistant Controller and HR Manager of Associates for International Research, Inc. (AIRINC), a human resources consulting firm specializing in global mobility data and services. For the past 10 years, Pilleri has been responsible for managing the HR and employee benefit programs at AIRINC in addition to serving as the Assistant Controller specializing in US Financial Reporting. Prior to joining AIRINC in 2001, she worked in the venture capital and biotechnology industries.
Since coming to AIRINC Pilleri has collaborated on the global expansion of AIRINC from one corporate office in the United States to four international offices. Due to the dynamic marketplace of global mobility, Pilleri has focused on the critical strategy of providing creative benefit plans to continue attracting the best new talent while keeping experienced talent on board. AIRINC was a recipient of The Principal 10 Best Companies for Employee Financial Security – 2011 recognizing their benefit programs and commitment to the employee population. Pilleri holds a BS in Accounting from Bentley College and has previously been a Certified PHR from the Society of Human Resource Management.
John C. Robak is Executive Vice President and Chief Operating Officer of Greeley and Hansen, a leading national environmental engineering and architectural consulting firm headquartered in Chicago. Robak oversees the day-to-day internal business operations of the firm. He is responsible for leading all firm-wide human resources, marketing, finance, information technology, and corporate communications activities as well as legal affairs. He is also a member of Greeley and Hansen’s senior executive management team and Board of Directors
Robak has more than 20 years of diverse human resources leadership and operations management experience. Committed to promoting greater workplace diversity, Robak is a member of the CEO Council of Chicago United, an advocacy organization that brings together senior business leaders to promote multiracial leadership in business, and he has worked in partnership with Upwardly Global, a nonprofit organization dedicated to eliminating employment barriers to work-authorized immigrant professionals living in the US. He is also a member of the Dean’s Advisory Council for the College of Commerce at DePaul University.
Senior Staff Member
National Center for Employee Ownership
Corey Rosen is a Senior Staff Member 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 two employee ownership companies. Rosen has a PhD in political science from Cornell University.
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.
The Profit Sharing/ 401k Council of America
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. He is a member of the John Marshall Law School Center for Tax Law and Employee Benefits Advisory Board.
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) was revised and re-released in December 2007.