Wendy Carter

Leadership

Wendy Carter

Wendy Carter

Vice President, Defined Contribution Director

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:

  • “State Retirement Savings Initiatives: A Win-Win Opportunity,” NCPERS Legislative Conference, January 2018
  • “Behavioral Economics – From Theory to Practice,” NAGDCA Annual Conference, September 2017
  • “Cybersecurity Watch,” Pensions & Investments DC West 2017, Moderator, October 2017
  • “Plan Sponsors Growing Fiduciary Responsibilities for Cyber Security,” ALI-CLE Program on Employee Benefits for Tax Exempt and Governmental Employees Vendor Contracting Panel, October 2017
  • "Small Businesses & Retirement Readiness," Georgetown Center for Retirement Initiatives Webinar, June 2017
  • "Rockin' Retirement: Employer Responsibility in DC Plans," NPELRA Annual Training Conference, April 2016
  • "Measuring Success in DC Plans," Segal Fall Public Sector Webinar Series, November 2015
  • "Behavioral Economics - How Participants Make Decisions," Connecticut Conference of Municipalities (CCM), October 2015
  • "Strategies to Prevent (or Slow) DC Plan Leakage - The Current State to Innovative Plan Design to Influencing Participant Behaviors and Outcomes," Connecticut Conference of Municipalities (CCM), September 2015
  • "Employer Responsibility in DC Plans," Michigan Public Employer Labor Relations Association, September 2015
  • "Cornucopia: From ESG to RPP to OCIO," Segal Rogerscasey Consultant and Investment Management Summit, June 2015
  • "Behavioral Economics - How Participants Make Decisions," National Conference on Public Employee Retirement Systems (NCPERS) Annual Conference, May 2015
  • "Helping DC Plan Participants Manage “Longevity Risk” NAGDCA Newsletter, January 2015

Contact Wendy

The information you provide will not be shared with anyone outside Segal.

Wendy Carter

Leadership

Wendy Carter

Wendy Carter

Vice President, Defined Contribution Director

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:

  • “State Retirement Savings Initiatives: A Win-Win Opportunity,” NCPERS Legislative Conference, January 2018
  • “Behavioral Economics – From Theory to Practice,” NAGDCA Annual Conference, September 2017
  • “Cybersecurity Watch,” Pensions & Investments DC West 2017, Moderator, October 2017
  • “Plan Sponsors Growing Fiduciary Responsibilities for Cyber Security,” ALI-CLE Program on Employee Benefits for Tax Exempt and Governmental Employees Vendor Contracting Panel, October 2017
  • "Small Businesses & Retirement Readiness," Georgetown Center for Retirement Initiatives Webinar, June 2017
  • "Rockin' Retirement: Employer Responsibility in DC Plans," NPELRA Annual Training Conference, April 2016
  • "Measuring Success in DC Plans," Segal Fall Public Sector Webinar Series, November 2015
  • "Behavioral Economics - How Participants Make Decisions," Connecticut Conference of Municipalities (CCM), October 2015
  • "Strategies to Prevent (or Slow) DC Plan Leakage - The Current State to Innovative Plan Design to Influencing Participant Behaviors and Outcomes," Connecticut Conference of Municipalities (CCM), September 2015
  • "Employer Responsibility in DC Plans," Michigan Public Employer Labor Relations Association, September 2015
  • "Cornucopia: From ESG to RPP to OCIO," Segal Rogerscasey Consultant and Investment Management Summit, June 2015
  • "Behavioral Economics - How Participants Make Decisions," National Conference on Public Employee Retirement Systems (NCPERS) Annual Conference, May 2015
  • "Helping DC Plan Participants Manage “Longevity Risk” NAGDCA Newsletter, January 2015

Contact Wendy

The information you provide will not be shared with anyone outside Segal.

Leadership

Wendy Carter

Vice President, Defined Contribution Director

Wendy Carter

Contact Wendy

The information you provide will not be shared with anyone outside Segal.

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:

  • “State Retirement Savings Initiatives: A Win-Win Opportunity,” NCPERS Legislative Conference, January 2018
  • “Behavioral Economics – From Theory to Practice,” NAGDCA Annual Conference, September 2017
  • “Cybersecurity Watch,” Pensions & Investments DC West 2017, Moderator, October 2017
  • “Plan Sponsors Growing Fiduciary Responsibilities for Cyber Security,” ALI-CLE Program on Employee Benefits for Tax Exempt and Governmental Employees Vendor Contracting Panel, October 2017
  • "Small Businesses & Retirement Readiness," Georgetown Center for Retirement Initiatives Webinar, June 2017
  • "Rockin' Retirement: Employer Responsibility in DC Plans," NPELRA Annual Training Conference, April 2016
  • "Measuring Success in DC Plans," Segal Fall Public Sector Webinar Series, November 2015
  • "Behavioral Economics - How Participants Make Decisions," Connecticut Conference of Municipalities (CCM), October 2015
  • "Strategies to Prevent (or Slow) DC Plan Leakage - The Current State to Innovative Plan Design to Influencing Participant Behaviors and Outcomes," Connecticut Conference of Municipalities (CCM), September 2015
  • "Employer Responsibility in DC Plans," Michigan Public Employer Labor Relations Association, September 2015
  • "Cornucopia: From ESG to RPP to OCIO," Segal Rogerscasey Consultant and Investment Management Summit, June 2015
  • "Behavioral Economics - How Participants Make Decisions," National Conference on Public Employee Retirement Systems (NCPERS) Annual Conference, May 2015
  • "Helping DC Plan Participants Manage “Longevity Risk” NAGDCA Newsletter, January 2015

Leadership

Wendy Carter

Vice President, Defined Contribution Director

Wendy Carter

Contact Wendy

The information you provide will not be shared with anyone outside Segal.

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:

  • “State Retirement Savings Initiatives: A Win-Win Opportunity,” NCPERS Legislative Conference, January 2018
  • “Behavioral Economics – From Theory to Practice,” NAGDCA Annual Conference, September 2017
  • “Cybersecurity Watch,” Pensions & Investments DC West 2017, Moderator, October 2017
  • “Plan Sponsors Growing Fiduciary Responsibilities for Cyber Security,” ALI-CLE Program on Employee Benefits for Tax Exempt and Governmental Employees Vendor Contracting Panel, October 2017
  • "Small Businesses & Retirement Readiness," Georgetown Center for Retirement Initiatives Webinar, June 2017
  • "Rockin' Retirement: Employer Responsibility in DC Plans," NPELRA Annual Training Conference, April 2016
  • "Measuring Success in DC Plans," Segal Fall Public Sector Webinar Series, November 2015
  • "Behavioral Economics - How Participants Make Decisions," Connecticut Conference of Municipalities (CCM), October 2015
  • "Strategies to Prevent (or Slow) DC Plan Leakage - The Current State to Innovative Plan Design to Influencing Participant Behaviors and Outcomes," Connecticut Conference of Municipalities (CCM), September 2015
  • "Employer Responsibility in DC Plans," Michigan Public Employer Labor Relations Association, September 2015
  • "Cornucopia: From ESG to RPP to OCIO," Segal Rogerscasey Consultant and Investment Management Summit, June 2015
  • "Behavioral Economics - How Participants Make Decisions," National Conference on Public Employee Retirement Systems (NCPERS) Annual Conference, May 2015
  • "Helping DC Plan Participants Manage “Longevity Risk” NAGDCA Newsletter, January 2015

Leadership

Wendy Carter

Wendy Carter

Vice President, Defined Contribution Director

Contact Wendy

The information you provide will not be shared with anyone outside Segal.

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:

  • “State Retirement Savings Initiatives: A Win-Win Opportunity,” NCPERS Legislative Conference, January 2018
  • “Behavioral Economics – From Theory to Practice,” NAGDCA Annual Conference, September 2017
  • “Cybersecurity Watch,” Pensions & Investments DC West 2017, Moderator, October 2017
  • “Plan Sponsors Growing Fiduciary Responsibilities for Cyber Security,” ALI-CLE Program on Employee Benefits for Tax Exempt and Governmental Employees Vendor Contracting Panel, October 2017
  • "Small Businesses & Retirement Readiness," Georgetown Center for Retirement Initiatives Webinar, June 2017
  • "Rockin' Retirement: Employer Responsibility in DC Plans," NPELRA Annual Training Conference, April 2016
  • "Measuring Success in DC Plans," Segal Fall Public Sector Webinar Series, November 2015
  • "Behavioral Economics - How Participants Make Decisions," Connecticut Conference of Municipalities (CCM), October 2015
  • "Strategies to Prevent (or Slow) DC Plan Leakage - The Current State to Innovative Plan Design to Influencing Participant Behaviors and Outcomes," Connecticut Conference of Municipalities (CCM), September 2015
  • "Employer Responsibility in DC Plans," Michigan Public Employer Labor Relations Association, September 2015
  • "Cornucopia: From ESG to RPP to OCIO," Segal Rogerscasey Consultant and Investment Management Summit, June 2015
  • "Behavioral Economics - How Participants Make Decisions," National Conference on Public Employee Retirement Systems (NCPERS) Annual Conference, May 2015
  • "Helping DC Plan Participants Manage “Longevity Risk” NAGDCA Newsletter, January 2015