Join three members of the Plan Sponsor Advisory Council for PRRL as they discuss their approach to data, the sources on which they rely for the data, and how they use it. The session will explore three levels of data: participant level, plan level, and peer group/outside data.


  • Moderator: Zach Karas, Principal, Retirement Plan Advisors
  • Panelist: Beth Cleary, Executive Director, City of Milwaukee
  • Panelist: Hank Levy, Trustee, Alameda County Treasurer-Tax Collector
  • Panelist: Rachel Webb, Defined Contribution Plans Business Analyst, Virginia Retirement System

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

  • Version
  • 1.83 MB File Size
  • January 3, 2022 Create Date
  • August 31, 2023 Last Updated
Data-driven Solutions: Exploring and Utilizing Data Sources to Solve for Retirement Plan Goals & Concerns