2019 Retirement Industry Conference

2019 Retirement Industry Conference

Attendees' Titles and Company Names

Job Title: Pre-Sales Manager Senior Manager - Sales Consulting Actuary Associate Actuary Director Head of Strategy VP, Product & Solutions Management Director and Actuary Executive Director Senior Educational Advisor AVP - Product Development AVP & Analyst SVP and Actuary Senior Product Management Analyst Retirement Plans Platform Specialist VP - Annuity Product Development

Company Name: Accenture Accenture Life & Annuity Software Actuarial Value LLC AIG AIG AIG AIG AIG Life and Retirement Alliance for Lifetime Income Alliance for Lifetime Income American Equity Investment Life American Fidelity Assurance American Financial Group American National Insurance Ameritas Life Insurance Ameritas Life Insurance

1

VP Special Markets & Institutional Sales VP, Service and Operations - Retirement Plans Partner Partner SVP National Sales Manager SVP Product Actuary Senior Director, Individual Retirement Insurance Solutions Co-Director Account Executive Pensions & Investments Sr. Director, Account Management Manager, Product Research Assistant Vice President, Product Manager Business Development Managing Director Director Training & Product Research Analyst Research Analyst President and CEO Annuity Senior Product Manager Director, Annuity Product Management Vice President, Product Executive Consultant Product Management Principal Product Manager Founder & CEO Sr. Area Analyst Senior Product Leader Research Director Director of Sales Enablement

Ameritas Life Insurance Ameritas Life Insurance Artemis Strategy Group Artemis Strategy Group Athene Athene AXA Equitable Barclays Belfer Center, Harvard Kennedy School BF&M Broadridge Financial Solutions CANNEX USA Capital Group | American Funds CapitalRock Charles Schwab Colorado Bankers Life Competiscan, LLC Competiscan, LLC Convergent Retirement Plans Solutions, LLC CUNA Mutual Group CUNA Mutual Group CUNA Mutual Group CUNA Mutual Insurance Deloitte Consulting LLP Desjardins DPL Financial Partners Edward D. Jones & Co., L.P. Edward Jones Employee Benefit Research Institute Empower Retirement

2

Co-Founder, Chief Investment Strategist Vice President, Savings & Retirement VP, Product Management Partner VP, Business Development Head of Workplace Sales and RM Sr. Product Specialist Examination Manager Principal Examiner Senior Marketing Manager Sr. Business Development Director, Identity and Digital Protection Services President Research Professor and Executive Director

Vice President - Qualified Plans VP, Product Divisional Senior Vice President Market Intelligence Specialist Product Actuary President and CEO Senior Research Associate Principal Head of Innovation & Strategic Partnerships Marketing Senior Manager Sr. Competitive Intelligence Analyst Manager, Products development President and CEO SVP Vice President, Retirement Services Group Senior Editor/Annuities

3

Envestnet Retirement Systems Equitable Life EquiTrust Life Insurance Faegre Baker Daniels LLP FAST Technology Fidelity Fidelity & Guaranty Life FINRA FINRA Foresters Financial Generali Global Assistance Genesis Development Group Georgetown University Center for Retirement Initiatives

Global Atlantic Financial Group Global Atlantic Financial Group Great American Life Great American Life Great American Life Greenwald & Associates Greenwald & Associates Groom Law Group Group1001 Guardian Life Guardian Life IA Financial Group Income Discovery Infosys McCamish Systems, LLC Infosys McCamish Systems, LLC InsuranceNewsNet

Vice President and Counsel, Regulatory Affairs Director AVP-Advisory Integration SVP, Strategic Relationship Management Product Manager Vice President of Compliance & Administration Senior Research Analyst Product Development, US Retirement CMO & Director of Sales Java Developer Senior Software Engineer Reporter AVP, Public Relations Business Development/Commercial Research Commercial Research Corporate Vice President Corporate Vice President & Managing Director Corporate Vice President, Research Shared Services & Center of Excellence Director of Analytics Director of Business Development Director, Conferences LIMRA Multimedia Team Meeting Planner Multimedia Manager Senior Business Analyst Senior Conference Coordinator Senior Meeting Planner Senior Vice President and Director, LIMRA Research Sponsorship & Exhibitor Program Manager SVP, Member Benefits (retired)

4

Insured Retirement Institute Invesco Jackson National Life Distributors John Hancock Legacy Marketing Legacy Marketing Group Legal & General Investment Management America Legal and General LIDP Consulting Services LIDP Consulting Services LIDP Consulting Services Life Annuity Specialist LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA LIMRA (Retired)

Chief Operating Officer Analyst Assistant Research Director Assistant Vice President Associate Managing Director, Research Associate Research Analyst Associate Research Director Associate Research Director Corporate Vice President and Director Director, Annuity Research Research Analyst, Retirement Research Senior Analyst President and CEO Actuary Competitive Market Insight Analyst Head of Virtual Resources Group Market Research Consultant SVP, Distribution Marketing, LFD & LFN Actuarial Consultant AVP, Learning Content, Education & Training AVP, Learning Services AVP, LOMA Member Solutions Director, Learning Products Management Graphics Design Manager Managing Director, Retirement Education Solutions Member Solutions Manager Member Solutions Manager Second Vice President Senior Meeting Planner Senior Vice President, Education and Training

LIMRA and LOMA LIMRA Secure Retirement Institute LIMRA Secure Retirement Institute LIMRA Secure Retirement Institute LIMRA Secure Retirement Institute LIMRA Secure Retirement Institute LIMRA Secure Retirement Institute LIMRA Secure Retirement Institute LIMRA Secure Retirement Institute LIMRA Secure Retirement Institute LIMRA Secure Retirement Institute LIMRA Secure Retirement Institute LIMRA, LOMA & LL Global, Inc. Lincoln Financial Group Lincoln Financial Group Lincoln Financial Group Lincoln Financial Group Lincoln Financial Group Lincoln National Life LOMA LOMA LOMA LOMA LOMA LOMA LOMA LOMA LOMA LOMA LOMA

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