Navigating Dynamic QDIAs

Nathan Voris is the Head of Channel Strategy for Morningstar Retirement which provides retirement and financial wellness services to recordkeepers, advisers, broker dealers and asset managers in the financial services industry. In his current position, Voris works closely with sales, client service, product, and investment teams to address the complex and evolving workplace needs of clients, their organizations and customers.

Craig Duglin is a senior product manager and strategic growth specialist at Capital Group, home of American Funds, with responsibilities for DCIO product development and product management. He has 25 years of investment industry experience and has been with Capital Group for 18 years. Earlier in his career at Capital, Craig was an institutional relationship manager and a retirement plan counselor. Prior to joining Capital, he managed the western division at Transamerica Retirement Services. He holds a bachelor’s degree in communication studies from Northwestern University. Craig is based in Los Angeles.

Tina Wilson is Executive Vice President and Chief Product Officer for Empower. In her role, she is responsible for the strategy, ideation, and design of retirement and personal wealth products and solutions and oversees the team responsible for product development, management methodology, and governance. She is also responsible for the defined benefit and nonqualified businesses and serves as President of Empower Advisory Group, which is responsible for Empower’s advice and managed accounts solutions.

Spencer Goldstein has over 20 years’ experience in the financial services industry and leads OneDigital’s Defined Benefit Plan & Pension Risk Transfer business. Spencer’s team is at the forefront of helping DB Plan Sponsors navigate the complex aspects of managing, de-risking, and terminating defined benefit pension plans. His team focuses on investment management strategies to reduce funded status volatility, consulting on lump sum offerings, retiree annuity buyouts, and quarterbacking the Plan Termination process including annuity placement services.