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You are here: Home / About Us / President’s Message

President’s Message

Pension Education Council of Atlanta

President’s Letter – 2023

 

PECA Members and Sponsors:

This year is PECA’s fifth year of supporting retirement plan professionals of the greater Atlanta metro.  I am so humbled to be writing this President’s Letter, proud of all we accomplished in 2022, blessed in the relationships I have gained through our organization, and excited for our future.

PECA was born around a core mission, helping retirement plans and their professionals succeed. This is a mission I’m extremely passionate about, and not just because of my chosen career path.  It’s because I have seen the power of well-run retirement plans and proper planning that allowed my dad to retire with excitement versus terror.

Millions of Americans count on our industry every day to help them build their nest egg for when they have to retire.  This moment can be exciting or terrifying.  And as we work hard to better ourselves and retirement plans through education and partnership with one another, we’re helping all those Americans have a brighter future. A brighter outcome.

Our board is excited to continue to support you in 2023 in helping create those “brighter futures” through your important work. In 2022, with the gracious support of our sponsors and your membership, we provided virtual and in-person continuing education to help you grow as professionals in your knowledge and relationships. 2023 is getting kicked off right with the passing of SECURE 2.0.

Be prepared for PECA to bring lots of meaningful content in 2023.  We are looking forward to sessions around SECURE 2.0 and with the DOL.  As well, we’ll look to bring a session focused on professional development, with content throughout the year being provided in virtual, in-person, and recorded on-demand format to support your success.

Those who know me would say I am always up for a new adventure, a new idea, and always striving to create something better for the next to come.

So, here’s to an exciting 2023 together.  Let’s fill it with fun learning opportunities, new ideas, and continue to create a retirement plan world through our work that’s better for those next to come.

Cheers to a bright 2023!

Katie Green

President, Pension Education Council of Atlanta 2023-2024

Vice President – Sales, Charles Schwab

 

Thank you to our 2022 Board Members rotating off the board this year!

Your contributions were monumental to PECA’s planning and success!

Joanne Pecina – Continuing Education VP

Lee Swerdlin – Board Member

Debra Carpenter – Board Member

Ilene Ferenczy – Board Member

 

Thank you to our 2023 Sponsors, as we couldn’t do this without your generous support!

Platinum Sponsors

Blackrock

CAPTRUST

ERISApedia.com

Federated Investors

Ferenczy Benefits Law Center

JP Morgan Funds

Moore Colson

State Street

Transamerica Retirement Solutions

 

Gold Sponsors

American Century Investments

Franklin Templeton Funds

FuturePlan

Nuveen

PGIM Investments

Putnam Investments

Retirement Plan Administrators, LLC

Windham Brannon

 

2023 Board Members:

Heather Bailey – Board Member

Alison Cohen – Secretary

Chelsea Deppert – Board Member

Lindsey Dolbeer – Continuing Education VP

Alvaro Galvis – Community Relations Committee VP

Katie Green – President

Candace Jackson – Treasurer

Joni Jennings – Board Member (Past President)

Evan Melcher – Board Member

Anne Morris – Board Member

Shawn Slemons – Technical Committee VP

Nick Westmoreland – Board Member

Mike Zahariades – Membership Committee VP

Evan Melcher – Board Member

Anne Morris – Board Member

Shawn Slemons – Technical Committee VP

Nick Westmoreland – Board Member

Mike Zahariades – Membership Committee VP

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Read our 2023 President’s Letter by clicking PECA President’s Letter 2023.

PECA (Pension Education Council of Atlanta) was established by a committee that includes some of the most tenured and esteemed retirement plan professionals in the Atlanta area. PECA is committed to providing high quality continuing education and networking opportunities for all types of professionals, newer entrants into the industry, and benefits specialists working for plan sponsors, all of whom work with retirement plans.

PECA’s Board includes local experts with national reputations in the industry as speakers and thought leaders, years of success creating in-person and online educational programs, and relationships that have brought other nationally known experts to Atlanta to share their expertise:

  • Katie Green – President
  • Alison Cohen – Secretary (Past President)
  • Candace Jackson  – Treasurer
  •  Shawn Slemons  – Technical Committee  VP
  •  Mike Zahariades – Membership Committee VP
  •  Lindsey Dolbeer  – Continuing Education VP
  • Alvaro Galvis – Community Outreach
  • Joni Jennings – Board Member (Past President)
  • Heather Bailey – Board Member
  • Chelsea Deppert – Board Member
  • Evan Melcher  – Board Member
  • Anne Morris – Board Member
  • Nick Westmoreland – Board Member

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