Follow the journey of Hank Levy, Treasurer and Tax Collector of Alameda County, as he set out to use data and research to improve outcomes for employees participating in his County’s DC plan. Along the way, experts and researchers from different corners of the industry explain how plans of any size can best leverage the resources and information available, why research specific to the public sector is unique, and why sharing data is so critical for all.


  • Moderator: Matt Petersen, NAGDCA
  • Panelist: Amelia Dunlap, Nationwide
  • Panelist: Naomi Fink, Capital Group | American Funds
  • Panelist: Joshua Franzel, MissionSquare Research Institute
  • Panelist: Hank Levy, Alameda County

Select "Download" to access the PDF version of the presentation. Click below to view the recording.

  • Version
  • 1.85 MB File Size
  • January 1, 2023 Create Date
  • August 31, 2023 Last Updated
A Plan Sponsor’s Guide to Using Data and Research in the Public Sector