Leadership
Ms. Carter is a Vice President and Defined Contribution Director in the firm’s Washington, D.C. office. She has over 30 years of retirement plan consulting and financial services experience with special expertise in public sector defined contribution plans. As the firm’s Defined Contribution Director, Ms. Carter also specializes in enhancing the design and operation of government defined contribution plans.
Prior to joining the firm, Ms. Carter was the Vice President of a major life insurance company, where she assisted defined contribution plan managers for 15 of the firm’s largest clients (with assets exceeding $14.5 billion and almost 500,000 DC plan participants). Ms. Carter also worked for a national benefits consulting firm, where she was the Principal and National Practice Leader of the company’s public sector defined contribution consulting practice.
Ms. Carter received a BA in Political Science from the College of William and Mary. She is a Certified Retirement Administrator and a Certified Retirement Counselor, as well as a member of the International Foundation for Retirement Education. Ms. Carter is also a member of the National Association of Government Defined Contribution Administrators (NAGDCA) and a member of its Best Practices Task Force. Ms. Carter is a Vice-Chair of the Data Security Oversight Board for The SPARK Institute, which provides research, education, testimony and comments on pending legislative and regulatory issues to members of Congress and relevant government agency officials.
Ms. Carter has published numerous articles on defined contribution plan topics in professional journals and speaks regularly at professional and industry conferences.
Recent articles and speeches by Ms. Carter include:
Leadership
Ms. Carter is a Vice President and Defined Contribution Director in the firm’s Washington, D.C. office. She has over 30 years of retirement plan consulting and financial services experience with special expertise in public sector defined contribution plans. As the firm’s Defined Contribution Director, Ms. Carter also specializes in enhancing the design and operation of government defined contribution plans.
Prior to joining the firm, Ms. Carter was the Vice President of a major life insurance company, where she assisted defined contribution plan managers for 15 of the firm’s largest clients (with assets exceeding $14.5 billion and almost 500,000 DC plan participants). Ms. Carter also worked for a national benefits consulting firm, where she was the Principal and National Practice Leader of the company’s public sector defined contribution consulting practice.
Ms. Carter received a BA in Political Science from the College of William and Mary. She is a Certified Retirement Administrator and a Certified Retirement Counselor, as well as a member of the International Foundation for Retirement Education. Ms. Carter is also a member of the National Association of Government Defined Contribution Administrators (NAGDCA) and a member of its Best Practices Task Force. Ms. Carter is a Vice-Chair of the Data Security Oversight Board for The SPARK Institute, which provides research, education, testimony and comments on pending legislative and regulatory issues to members of Congress and relevant government agency officials.
Ms. Carter has published numerous articles on defined contribution plan topics in professional journals and speaks regularly at professional and industry conferences.
Recent articles and speeches by Ms. Carter include:
Leadership
Ms. Carter is a Vice President and Defined Contribution Director in the firm’s Washington, D.C. office. She has over 30 years of retirement plan consulting and financial services experience with special expertise in public sector defined contribution plans. As the firm’s Defined Contribution Director, Ms. Carter also specializes in enhancing the design and operation of government defined contribution plans.
Prior to joining the firm, Ms. Carter was the Vice President of a major life insurance company, where she assisted defined contribution plan managers for 15 of the firm’s largest clients (with assets exceeding $14.5 billion and almost 500,000 DC plan participants). Ms. Carter also worked for a national benefits consulting firm, where she was the Principal and National Practice Leader of the company’s public sector defined contribution consulting practice.
Ms. Carter received a BA in Political Science from the College of William and Mary. She is a Certified Retirement Administrator and a Certified Retirement Counselor, as well as a member of the International Foundation for Retirement Education. Ms. Carter is also a member of the National Association of Government Defined Contribution Administrators (NAGDCA) and a member of its Best Practices Task Force. Ms. Carter is a Vice-Chair of the Data Security Oversight Board for The SPARK Institute, which provides research, education, testimony and comments on pending legislative and regulatory issues to members of Congress and relevant government agency officials.
Ms. Carter has published numerous articles on defined contribution plan topics in professional journals and speaks regularly at professional and industry conferences.
Recent articles and speeches by Ms. Carter include:
Leadership
Ms. Carter is a Vice President and Defined Contribution Director in the firm’s Washington, D.C. office. She has over 30 years of retirement plan consulting and financial services experience with special expertise in public sector defined contribution plans. As the firm’s Defined Contribution Director, Ms. Carter also specializes in enhancing the design and operation of government defined contribution plans.
Prior to joining the firm, Ms. Carter was the Vice President of a major life insurance company, where she assisted defined contribution plan managers for 15 of the firm’s largest clients (with assets exceeding $14.5 billion and almost 500,000 DC plan participants). Ms. Carter also worked for a national benefits consulting firm, where she was the Principal and National Practice Leader of the company’s public sector defined contribution consulting practice.
Ms. Carter received a BA in Political Science from the College of William and Mary. She is a Certified Retirement Administrator and a Certified Retirement Counselor, as well as a member of the International Foundation for Retirement Education. Ms. Carter is also a member of the National Association of Government Defined Contribution Administrators (NAGDCA) and a member of its Best Practices Task Force. Ms. Carter is a Vice-Chair of the Data Security Oversight Board for The SPARK Institute, which provides research, education, testimony and comments on pending legislative and regulatory issues to members of Congress and relevant government agency officials.
Ms. Carter has published numerous articles on defined contribution plan topics in professional journals and speaks regularly at professional and industry conferences.
Recent articles and speeches by Ms. Carter include:
Leadership
Ms. Carter is a Vice President and Defined Contribution Director in the firm’s Washington, D.C. office. She has over 30 years of retirement plan consulting and financial services experience with special expertise in public sector defined contribution plans. As the firm’s Defined Contribution Director, Ms. Carter also specializes in enhancing the design and operation of government defined contribution plans.
Prior to joining the firm, Ms. Carter was the Vice President of a major life insurance company, where she assisted defined contribution plan managers for 15 of the firm’s largest clients (with assets exceeding $14.5 billion and almost 500,000 DC plan participants). Ms. Carter also worked for a national benefits consulting firm, where she was the Principal and National Practice Leader of the company’s public sector defined contribution consulting practice.
Ms. Carter received a BA in Political Science from the College of William and Mary. She is a Certified Retirement Administrator and a Certified Retirement Counselor, as well as a member of the International Foundation for Retirement Education. Ms. Carter is also a member of the National Association of Government Defined Contribution Administrators (NAGDCA) and a member of its Best Practices Task Force. Ms. Carter is a Vice-Chair of the Data Security Oversight Board for The SPARK Institute, which provides research, education, testimony and comments on pending legislative and regulatory issues to members of Congress and relevant government agency officials.
Ms. Carter has published numerous articles on defined contribution plan topics in professional journals and speaks regularly at professional and industry conferences.
Recent articles and speeches by Ms. Carter include: