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  • September 2019 Member Spotlight

    Mary Jo Innis President The Row Group My current job involves… Lifting others up and using my experience and knowledge in changing people’s lives.  It is so rewarding to get up every day knowing that I am affecting so many lives through my company.  One by hiring and developing other women in a woman owned Continue Reading
  • September 2019 EXCELerate Webinar: Session 2 with Dr. Ben Sorensen

    Dr Ben Sorenson led session 2 of WiPN’s EXCELerate web series on September 13th. More than 70 attendees chatted with Ben and Cindy Kennedy about understanding organizational politics, striving to be a savvy leader and leveraging your network and mentor relationships. Find the play back here: .ihc-locker-wrap{ .btn { background:#f07f50;} }This event is for members Continue Reading
  • August 2019 Wellth at Work Webinar: Have the Conversation with Erin Holland Collins

    Erin Holland Collins of Human Capital Acquisition and WiPN member Erin Wikander joined WiPN Director of Programming Cindy Kennedy for a coaching session addressing career progression. Seventy members participated and focused the conversation on how to find the job you want, the income you seek and the benefits that make work & life ‘balanced.’ .ihc-locker-wrap{ Continue Reading
  • August 2019 Member Spotlight

    Katie Green Lead Consultant Clearview Advisory My current job involves... working closely with Retirement Plan Committees on creating retirement plans that are customized to the company's needs and help the employees gain financial stability in their lives.  I get to help plan sponsors with developing strategy and process around the investments, plan design, education, and Continue Reading
  • June 2019 Member Spotlight

    Lisa Gallegos Retirement Sales Consultant Paychex My current job involves...  Selling 401k recordkeeping services to small businesses My first job in the retirement industry was... at Paine Webber as a Sales Assistant 22 years ago I first learned about WiPN when... My manager suggested I get involved, and I’ve met so many amazing women in Continue Reading
  • May 2019 Member Spotlight

    Bridget Q. Casher Investment Consultant Conrad Siegel I first learned about WiPN when... I attended an industry conference breakfast, which was a networking event and a panel of influential women within the retirement industry. This was honestly one of the best opportunities I’ve ever experienced. The panelists arrived early to make time to network with Continue Reading
  • Announcing 2019 WiPN Leadership Fellows

    Five WiPN members have been named as 2019 WiPN Leadership Fellows and have been selected to attend a premier female leadership program. “We had an overwhelming pool of talented, qualified applicants for this first-time program, and we are thrilled to offer five fellowships. This is an extraordinary opportunity for our members who are dedicated to Continue Reading
  • EXCELerate Program Launches in Las Vegas

    On Sunday morning, April 7th, over 125 women participated in the launch of WiPN’s new EXCELerate program specially designed for our organization by Dr. Ben Sorensen of Optimum Associates. Throughout 2019, the EXCELerate program will provide practical tips and techniques to help us meet the specific challenges and realities we face as we advance in Continue Reading
  • April 2019 Member Spotlight

    Deana Calvelli Consultant Lockton Companies My current job involves... growing Lockton’s financial and health benefits consulting business in the Northeast, leading and guiding the teams servicing my clients. I first learned about WiPN when... I was asked to speak on a panel for a WiPN program at a NAPA Conference. Other women should join WiPN Continue Reading
  • Women’s Economic Power Is Expanding – Is Investment Management Keeping Pace?

    By Cathy Stahl, Managing Director, Global Head of Marketing at PIMCO Women are transforming the global economy. The financial services industry must evolve both to better serve women investors, and to assess the impact that women’s decisions have on markets worldwide – now and in the decades to come. Women represent an increasing economic power Continue Reading
  • February 2019 Member Spotlight

    Eileen Greenspan SVP, Senior Plan Advisor Sentinel Benefits & Financial Group My current job involves… Supporting the fiduciary responsibility and liability of Plan Sponsors. My first job in the retirement industry was… in Human Resources as a Benefits Assistant. I was responsible for the company’s 401(k) Plan. I first learned about WiPN when… I received Continue Reading
  • 2019 Brings Even More Opportunities to Connect Virtually

    Last year’s Fearless You! Webinar series attracted nearly 100 WiPN members each quarter. This year, we will be hosting two webinar series — Wellth at Work and EXCELerate – to provide even more opportunities for you to engage in conversations that will enhance your professional development. All webinars, open only to members, will be recorded

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  • New WiPN Leadership Fellow Program

    This year, the Women in Pensions Network is pleased to announce the WiPN Leadership Fellow Program, enabling four of our members to attend prominent leadership programs around the country. Three members will be selected to attend the 1 1/2 day Simmons Leadership Forum to be held in Boston in April 2020 (value $1,500), and one Continue Reading
  • WiPN joins the National Conversation on Board Diversity organized by 2020 Women on Boards

    On November 15, 2018 in cities across the U.S. and throughout the world, 2020 Women on Boards brought together C-Suite and senior executives to discuss Collaborating with All Companies to Increase Women on Boards.  WiPN was a proud sponsor for this event in several locations. Report from Chicago Event Current and former Women in Pensions Network Continue Reading
  • December 2018 Member Spotlight

    Katy Albers Strategic Sales Leader MassMutual My current job involves… strategy development and execution specific to the finals process, with a focus on communications and education. When one of MassMutual’s institutional reps is invited to a finals meeting, I pick up the project, working with my internal partners to determine the right players to attend Continue Reading
  • Plan and Agreement of Merger

    PLAN AND AGREEMENT OF MERGER OF NATIONAL WOMEN IN PENSIONS, INC. WITH AND INTO WOMEN IN PENSIONS NETWORK, INC.   This Plan and Agreement of Merger (“Plan of Merger”) is entered into as of November 19, 2018, by and between National Women in Pensions, Inc., a Georgia nonprofit corporation (“WIPS”) and Women in Pensions Network,

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  • Meet our New Board Members for 2019

    Effective January 1, 2019, WiPN will welcome several new faces to its Board. We invite you to get to know a little bit about each of them and encourage you to say hello when you see them at upcoming events!   Val Ferrara, Incoming Director of Regional Chapters   What do you want our membership Continue Reading
  • November 2018 Member Spotlight

    Lydia Jun Financial Advisor J.P. Morgan Securities My current job involves…providing advisory services for corporate retirement plans. As a fiduciary, I partner with plan sponsors to support and educate their participants achieve their retirement goals. I am part of a four-advisor group that manages over $3.6bn in assets with J.P. Morgan Securities, a wealth management Continue Reading
  • SageView Advisory Group seeks Retirement Plan Consultant

    Location: Boston  For more information please contact:  Stephen Popper, QPFC, AIF® Managing Director | SageView Advisory Group 114 State Street, Suite 501 Boston, MA 02109 | Direct 617.982.7250    Responsibilities Provide client service and plan level consulting to 10-15 retirement plan sponsors (“client”) Partner with client’s HR and Benefits team members Partner with client’s recordkeeper vendor team Continue Reading
  • Best of PSNC 2018 Road Tour

    PLANSPONSOR is once again taking its popular PLANSPONSOR National Conference (PSNC) on the road to bring plan sponsors and retirement plan advisers in five major locations access to the key topics discussed at our national conference in June. In a half-day format, you’ll drill down into the latest industry trends and best practices in critical

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  • Sponsor Spotlight on BridgePoint

    A Women-Owned Firm shares WiPN’s Collaborative Spirit

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  • September 2018 Member Spotlight

    Roberta Hess Senior Vice President, Marketing Ascensus My first job in the retirement industry was…customer service intern at The Calvert Group in Bethesda, MD. Speaking directly to clients and resolving their issues is an outstanding way to learn the business and understand the importance of empathy and quick resolution to their needs. I first learned Continue Reading
  • July 2018 Member Spotlight

    Michele T. Sarna Managing Director, Partner Beacon Pointe Wealth Advisors My current job involves… educating participants on the importance of contributing to their retirement, evaluating their big financial picture, and helping them with concerns and desires. My first job in the retirement industry was…in operations processing paperwork. I love the retirement industry because…I feel I Continue Reading
  • Board Application Form for Terms Starting 2019

    Thank you for your interest in joining the WiPN board. Please note that as an all-volunteer organization, the board takes a very hands-on role. Board members must be able to agree to monthly board calls and 3 or 4 in-person meetings each year. The time commitment is based on the specific responsibilities of each position Continue Reading
  • Denise Diana’s Address to Members at WiPN Event at 2018 NAPA 401(k) SUMMIT in Nashville

    The 2018 WIPN event at the NAPA 401(k) SUMMIT was a celebration of great accomplishments. President Denise Diana kicked off the meeting by listing the organization’s incredible year-to-date success and thanking her fellow WiPN Board members who have helped drive all of the initiatives so flawlessly. She also recognized the efforts of the regional co-chairs Continue Reading
  • Event Recap: WiPN Event at 2018 NAPA 401(k) SUMMIT

    Never thought of Being on a Board?  Think Again!! Sadly, only one-quarter of US Corporations have female representation on their boards. Betsy Berkhemer-Credaire, National CEO of 2020 Women on Boards, wants to change this statistic. As she discussed with WiPN members during the 2018 WiPN event at the NAPA 401(k) SUMMIT, her organization's goal is Continue Reading
  • May 2018 Member Spotlights

    Jennifer Murray Director, Internal Sales, Empower Retirement My current job involves...leading a team of sales professionals to drive the growth of our large, mega, and not for profit defined contribution business.  This includes communicating our value proposition and helping sponsors, participants, and intermediaries pursue better retirement savings outcomes. My first job in the retirement industry Continue Reading
  • Recap: First Fearless You! Webinar of 2018

    On April 24th, WiPN hosted the first in this year’s Fearless You! A Year of Courageous Conversations webinar series. Over 100 WiPN members tuned in for the inaugural members-only webinar to hear Melissa Briggs-Phillips, PhD. talk about how improving our GRIT (Gratitude, Resilience, Intention and Toughness) can help us succeed in all aspects of life – career, personal

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  • A Tribute to Dorothy Campbell: WiPN Mourns the Loss of One of Its Own

    Generous. Problem-solver. Inclusive. Authentic. Courageous. These are just some of the words people use to describe Dorothy, who passed away in December 2017 after a long and courageous battle with breast cancer. Dorothy, who had been Senior Financial Advisor at ProVise Management Group in Tampa, Florida, was passionate about the retirement industry and devoted to Continue Reading
  • March 2018 Member Spotlights

    SPOTLIGHT ON: Karie M. O’Connor, Vice President, Investment Advisor Representative LPL Financial dba HPL&S Financial Services My current job involves… providing strategic consulting and fiduciary guidance to assist plan sponsors in offering competitive retirement savings vehicles which assist their plan participants in successfully achieving their retirement goals, assisting employers in proactively monitoring the retirement plan Continue Reading
  • First SoCal Regional WiPN Event is a Hit!! 

    A Re-cap by Past-President Amy Glynn, GRPAA HATS OFF TO REGIONAL CHAIRS Brooke Austin, GRPAA and Michele Giangrande, T. Rowe Price, for putting together a great venue; and a special shout out to our sponsors who made it happen – Oppenheimer, Mutual of Omaha, T. Rowe Price and GRP Advisor Alliance. The venue was hosted Continue Reading
  • Focusing on Fundamentals Pays Off– Carol Geremia’s Journey at MFS

    Vince Lombardi once said, “Excellence is achieved by the mastery of the fundamentals.” While she may not be a Green Bay Packer fan, few have embodied this sentiment more than Carol Geremia. Carol’s journey, rising to the ranks of President of MFS Investment Management and Head of Global Distribution would be incredible on its own Continue Reading
  • 2018 WiPN Connect Coaching Webinar Series: Fearless YOU!

    A Year of Courageous Conversations Following up on its success from last year, the Mentorship Committee is busy at work putting together even more great content for 2018. According to Andrea Masucci, WiPN Board member and Mentorship Commitee Chair, "There couldn’t be a better time to equip women with real life examples and to share Continue Reading
  • WiPN Hartford Chapter – Power Pose Painting Event Recap

    On February 21st, the Hartford Regional Chapter hosted a "Power Pose Painting" event. The pictures capture the true essence of the event -- the fun, the inspiration, the laughs, and most of all - the meaningful networking connections that were made!  Special thanks to our sponsors: Prudential, Ivy Funds, Neuberger Berman and Lincoln Financial. The Continue Reading
  • WiPN in Indianapolis: Do you like what you do each day?

    On December 14, 2017, the Women in Pensions Network held a fantastic lunch event at the American Funds office in Indianapolis featuring Kathy Kersten, a Gallup Certified Strengths Coach, discussing Career Well-Being.  During Kathy’s interactive presentation, she had everyone ask themselves a very important question, “Do you like what you do each day?”  This really

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  • 2017 Year-end Letter from the President

    While 2017 may be winding down, excitement and momentum for the Women in Pensions Network (WiPN) is greater than ever! WiPN continues to thrive, validating that we are making a profound impact on women in the retirement plan industry. 2017 – What a Year! We close the year with 300 brand new members, 12 regional

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  • WiPN Webinar Replay: Episode 4 – Piece of Cake-ing

    WiPN presenter intro and slides Piece of Cakeing_final Continue Reading
  • WiPN N.E. Ohio harnesses gratitude!

    The WiPN Northeast Ohio event was awesome!!  We had a holiday dinner at a local brewery “hot spot” called Market Garden Brewery.  It was a happy hour followed by a sit down family-style dinner with keynote speaker, Lisa Ryan.  Lisa spoke about Harnessing the Power of Gratitude through the Holidays and Beyond. It was an informal presentation with Continue Reading
  • Women in Pensions Network – Winning in Las Vegas!

    The Women in Pensions Network (WiPN) was on the move in Las Vegas at the Excel 401(k) conference for advisors.  On Sunday evening, October 29th, WiPN hosted a welcome reception - a great turnout with over fifty people gathering to network, connect with friends and colleagues, and gear up for two days of relevant industry Continue Reading
  • WiPN NYC “downward dog” for Breast Cancer Research

    On Wednesday, Oct 25, WiPN’s New York City chapter, held a yoga and networking event to honor breast cancer awareness month.  There was a Yoga class which we asked for suggested donations to Breast Cancer Research, and then a networking event thereafter which was co-sponsored by a few DCIO partners.  This was our 4th event

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  • WiPN Baltimore learns about “Career Jungle Gyms”

    The WiPN Baltimore Regional event was held at the lovely Center Club on Spetrember 28th. The 20+ ladies in attendance were treated to T. Rowe Price head of RPS Relationship Management, Suzanne Ricklin’s non traditional career story. Suzanne has approached her career as a jungle gym, not a ladder and has always sought to develop

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  • Fantastic Boston Regional event offer sage advice on career progression

    Boston’s WiPN Chapter is on fire, with a big crowd at a luncheon with Anne Ackerley from Blackrock. Many thanks to Ruchi Tripathi and Diane Rzepecki, Regional Chapter Chairs,  for planning the event and continuing to expand the Boston chapter.  And Tina Sanchez, our host and longtime WiPN supporter and former Board member, made some great

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  • WiPN Webinar Replay: Episode 3 – Handshaking

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  • 2018 Board of Directors Nominations – NOMINATIONS CLOSED

    The Women in Pensions Network Nominating Committee is soliciting Nominations for open positions on the Board of Directors. There are THREE open positions for 2018: 1. President Elect 2. Sponsorship 3. Strategic Marketing & Communications Officer Positions (available positions highlighted) President (1 year term) – responsible for Board of Directors meeting schedules and agendas and to drive strategic discussion

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  • Letting Go of Fear and Making a Difference: Tammy Ouverson

    As women with a shared interest in the pension industry, it’s important to continue to celebrate and learn from each other’s successes.  Recently, we spoke with Tammy Ouverson, Vice President, Business Development at OneAmerica.  We asked Tammy about the pivotal moments she has experienced throughout her career that have helped advance her to where she

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  • WiPN Northern Ohio: A Great Night and the Ball Park & Get Your Head in the Game. 

    The Northern Ohio Regional Chapter event On August 3, 2017 was held at Oswald Center with approximately 35 people in attendance.  Our sponsors included Prudential, OneAmerica, Hartford Funds, Wilmington Trust and MFS.  We had a drop in sponsor at the ball park - Fidelity Funds - as well.  Jackie Salmon from OneAmerica was the main Continue Reading
  • WiPN NYC goes cruisin’

    On Wednesday, July 26th, WiPN’s New York City chapter, celebrated the summer on a sunset boat cruise on the Hudson. The co-ed 80 person gathering was organized by NYC co-chairs, Lydia Jun and Val Ferrara, and successfully raised money and food donations for nonprofit, Fiorenza’s Food for Friends. The event’s attendees and its eight sponsors

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  • No Right Prescription – Life and Career Lessons from Christine Marcks

    Ok, show of hands.  Who thinks it is possible to maintain a healthy work-life balance while ascending one’s career from an International Economist with the US Treasury Department to ultimately becoming the CEO of Prudential Retirement and a 2016 Lillywhite Award recipient?   If we were in person, I would suspect very few hands would be

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  • Letter from the President

    As we approach the midpoint in the year, I’d like to take this opportunity to update our members and sponsors on all that’s happening with WiPN. First, though, is a most sincere “thank you” to the Board of Directors and our committee members for their commitment to WiPN.  I’m profoundly honored to lead an organization

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  • WiPN Webinar Replay: Episode 2 – Rule Breaking

    Replay begins at about 0:52.   Presentation Slides for Download

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  • WiPN announces a strategic partnership with Rekon Intelligence

    The Women in Pensions Network is pleased to announce a new strategic partnership with Rekon Intelligence. Rekon Intelligence brings the best topics, speakers, and presentations from our national conferences to 50+ locations across the country. As the number one provider of independent financial advisor events, Rekon helps thousands of advisors build their practices year after year.

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  • WiPN has fun at PLANSPONSOR National Conference!

    20 ladies attended WiPN’s brunch at PlanSponsor National Conference in D.C. WiPN’s membership chair, Christina Stauffer, gave a WiPN overview and talked about the regional chapters; Gwen Paness from ARA volunteered to head a Washington DC chapter! Everyone went around the room and give us their name, firm, role and a fun fact.  That (and the mimosas!) broke

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  • New WiPN Nashville Chapter Kicks Off Strong

    The first Nashville event was a success, attendees heard from Robin Green, with the help of Principal’s Cindy Kennedy, she efficiently delivered her presentation, and sill made it on time to her flight. Mary Jo Innis and Lori Williams, co-chairs for the Nashville chapter of WiPN introduced Board member, Christina Stauffer. She spoke about the organization

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  • Taco Tuesday with WiPN Boston & Des Moines WiPN build their networks

    We have had some fantastic events over the last few weeks!  Our Boston chapter hosted a Taco Tuesday night sponsored by American Century and Ivy Funds.  They also accepted some great donations for Dress for Success.  Last week, we hosted our first Des Moines Regional event sponsored by Principal.  They had a fantastic panel of Continue Reading
  • WiPN takes on Vegas… and a “man-el” (NAPA Event Recap)

    The Women in Pensions Network held another great networking event at the 2017 NAPA 401(k) Summit in Las Vegas.  With a record number of women in attendance, representing a diverse cross section of retirement plan professionals from across our industry, the event was a huge success. Members and guests were treated to a light brunch Continue Reading
  • Compassion is the Key, Julie Braun’s Amazing Story

    Most would agree that winning a NAPA advisor award once is quite an accomplishment.  Incredibly, Julie Braun was named to the NAPA Young Guns, Top Advisors Under 40 list every year since its inaugural publication and twice named on NAPA’s Top Women Advisor’s list.  Success of this magnitude requires unwavering passion, or so we thought.  

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  • WiPN Webinar Replay: Episode 1 – Awakening

    https://www.womeninpensionsnetwork.org/wp-content/uploads/2017/03/GMT20170301-155921_WIPN-Meeti_1920x1080.mp4 Continue Reading
  • Charity Corner: Paws FUR Pink

    WiPN Member and Senior Manager of Retirement Solutions with Cetera Financial, Jillian White, recently participated in the Paws FUR Pink 5k & networking event to help raise community awareness and benefit the Susan G. Komen of Orange County and the National Canine Cancer Research Institute.  These events feature the opportunity to participate in a 1k

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  • WiPN Wine Tasting Event in NYC

    NYC Regional chapter leaders, Lydia Jun and Val Ferrara hosted a successful event for wine tasting and networking.  We had 32 attendees, including 6 co-sponsors.  We received praised for the venue choice from the attendees, and much appreciation from the co-sponsors that they were included and they eagerly offered to help more throughout the year. Continue Reading
  • Prudential’s Jennifer Putney on Women, Money, & Investing

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  • For WiPN Members — Free Audible Offer, expires 2/13/17

    Courtesy of WiPN Partner, Prudential: Audible has extended the offer of the free audio copy of the Forget a Mentor, Find a Sponsor book – see instructions below. You may share this with your US-based employees, family, and friends (US only, expires 2/13/17). There are no limits on the number of people who can use this link. Redemption

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  • Connections that Count: A Story of Friendship and Industry Influence

    Immediate past president of the Board of Women in Pensions Network (WiPN), Amy Glynn and incoming President, Kathleen Roche, have been friends and colleagues for over two decades.  They have benefited personally and professionally from their open and honest relationship. Their connection has counted in building businesses and precipitated many changes in the industry. “It’s

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  • Attendees at the Boston Regional event have a lively discussion

    On Wednesday, October 5th ladies gathered at the Boston regional event for networking and food before settling down to listen to speaker Sarah Stahl. Sarah is a managing director for MDT Advisors (a Federated Advisory Company) but she started her career in the manufacturing and the auto industries. Sarah gave the story of her circuitous

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  • WiPN speed-networks through Baltimore

    The Baltimore regional event took place on Wednesday, September 28, 2016 at Wit & Wisdom in downtown Baltimore. Organized by Daniella Moiseyev, the event focused on networking and learning more about the local female colleagues in attendance. After delicious drinks and appetizers were served, the attendees broke out into small group conversations for “speed networking”

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  • Webinar Recap: “Coaching for Success: Are You Playing to “Win” or Playing “Not to Lose?”

    On Wednesday, September 21, WiPN hosted a webinar for all members. The topic was, “Coaching for Success: Are You Playing to “Win” or Playing “Not to Lose?” and it was presented by Dr. Denise Federer, a speaker, consultant, coach and psychologist based out of Tampa, FL. Dr. Federer works with individuals, executives and corporations to

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  • WiPN takes the PLANADVISER National Conference by storm

    On Sunday, September 11, 2016, approximately 30 professional women across the retirement plan industry gathered to do what WiPN does best – connect! Although the event was geared towards women, a special guest appearance was made by GRPAA industry Viking Bill Chetney and his gang. This move reinforced WiPN’s goal of becoming more inclusive and

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  • 2017 Board of Directors Nominations – Now Closed

    The Women in Pensions Network Nominating Committee is soliciting Nominations for open positions on the Board of Directors. There are SIX open positions for 2017: 1. President Elect 2. Treasurer 3. Secretary 4. Membership 5. Mentorship (WiPNConnect) 6. Events/Programs Officer Positions (available positions highlighted) President (1 year term) – responsible for Board of Directors meeting

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  • Member Spotlight: Brooke Austin’s Path to the Retirement Plan Industry

    Brooke Austin’s interest in math and numbers led her to study finance in college; however, it was her passion for helping people reduce financial stress that drove her to focus on personal financial planning.

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  • Regional Events are Heating Up

    WiPN members gathered in both Boston and Los Angeles recently for exciting regional networking events.

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  • NAPA WiPN event: Don’t be THAT girl….

    A Financial Wellness Panel with preeminent experts from across the industry delivered impactful stories and executable plans of action. Jania Stout, Barbara Delaney, and Liz Davidson made up this powerhouse panel, delivering their stories of how employee education and a-ha moments led them down their current career paths.

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