Experts
Brian H. Graff, Esq., APM
ASPPA Executive Director/Chief Executive Officer
Brian Graff began serving as ASPPA executive director and chief executive officer on November 8, 1996. An attorney and certified public accountant, he was formerly legislative counsel to the U.S. Congress Joint Committee on Taxation where he provided policy and technical analysis relating to pensions and employee benefits, health care, and Social Security. While working for Congress, he participated in the development of legislation, including the Small Business Job Protection Act of 1996, and the Health Insurance Portability and Accountability Act of 1996. Prior to working on Capitol Hill, Graff was associated with the Washington, D.C., law firm, The Groom Law Group, which specializes in employee benefits.
Graff has served as a delegate to all of the White House/Congressional National Summits on Retirement Savings. He also is a member of the U.S. Chamber of Commerce Employee Benefits Committee and serves on the board of the Small Business Council of America. Graff has testified several times before Congress and the U.S. Department of Labor ERISA Advisory Council about issues affecting national retirement income policy. He is a frequent speaker at various national employee benefit conferences. In 2006, Institutional Investor News named Graff Washington Impact Player of the Year. He also is one of the “50 Most Influential Persons in the 401(k) Industry,” as named by 401kWire.com. Graff received his doctoral degree in law, cum laude, from the University of Pennsylvania Law School in Philadelphia. He holds a Bachelor of Science degree in accounting with distinction from Cornell University in Ithaca, NY.
Robert M. Richter, APM
ASPPA President
Robert M. Richter, APM, is a vice president at SunGard Corbel LLC in Jacksonville, FL. Robert manages the consulting department, which is responsible for drafting and supporting qualified retirement plans, cafeteria plans and self-funded health plans. He is a frequent lecturer and author on topics related to cafeteria plans and qualified retirement plans. Robert is a Fellow of the American College of Employee Benefits Council and is a member of numerous associations including The Florida Bar and NIPA. He received his B.S.B.A. degree (major in finance) from the University of Florida. He received his Juris Doctor (J.D.) from Florida State University and his Master of Laws in Taxation (LL.M.) from the University of Florida.
Barry Max Levy, QKA
President-Elect
Barry Max Levy, QKA, is a pension consultant and president of Levy & Associates. A graduate of the Uni
versity of Maryland, he has been a guest on financial talk radio and featured speaker on qualified retirement plans. He has been recognized in federal and state courts as an expert in the area of qualified retirement plans. He joined the predecessor organization, Leo Levy & Associates, in 1989. Barry has previously served on ASPPA’s Government Affairs Executive Committee (GAC), co-chaired the ASPPA Benefits Councils (ABC) Committee and served as General Conferences Co-chair. Locally, he has served as president of the ASPPA Benefits Council of South Florida (ABC South Florida).
Thomas J. Finnegan, MSPA, CPC, QPA
Immediate Past ASPPA President
Thomas J. Finnegan, MSPA, CPC, QPA, is a principal of The Savitz Organization in Philadelphia, PA, and holds a bachelors degree in mathematics from St. Joseph’s University. Tom is an actuary with more than 20 years experience working with all types of qualified and non-qualified retirement 
plans. Prior to joining The Savitz Organization, Tom served as a senior actuary for a major employee benefits consulting firm and the director of retirement plan services for a mid-sized regional consulting firm. Tom chairs the Defined Benefit Subcommittee of ASPPA’s Government Affairs Committee. In addition to his involvement with ASPPA, he is a fellow of the Conference of Consulting Actuaries and a member of the American Academy of Actuaries. He is a frequent speaker at regional and national benefit and actuarial conferences and has authored articles for national actuarial publications as well as regional newsletters. Tom has also taught semester-long EA exam preparatory classes at Temple University as well as ASPPA exam courses.
CRAIG P. HOFFMAN, J.D., LL.M.
General Counsel and Director of Regulatory Affairs
Craig Hoffman is the General Counsel and Director of Regulatory Affairs for the American Society of Pension 
Professionals and Actuaries (ASPPA). ASPPA is a national organization of approximately 7,500 members who provide actuarial, consulting, administrative, legal and other professional services for qualified plans and tax-sheltered annuities. Mr. Hoffman has previously served ASPPA as President, Co-Chair of the Government Affairs Committee and Co-Chair of the Political Action Committee.
Prior to joining ASPPA, Mr. Hoffman served for over 20 years as General Counsel for SunGard Relius LLC., and before that, was in private practice, specializing in the areas of taxation, ERISA, and employee benefits. He received both his Juris Doctor degree and his Master of Laws degree in Taxation from the University of Florida.
Mr. Hoffman has spoken at numerous meetings on the subject of qualified pension and retirement plans, including the American Society of Pension Professionals and Actuaries Annual Meeting, the Society of Actuaries Annual Meeting; the Enrolled Actuaries Annual Conference; the AALU Annual Meeting; the American Law Institute/American Bar Association seminar in Scottsdale, Arizona; the New York Employee Benefits Conference; the Creative Pension Seminar sponsored by the Ohio State University College of Law; and the UMKC Law School Annual Employee Benefits Institute. In addition, he was an expert speaker at the first Saver Summit, jointly sponsored by the White House and Congress.
Presently, Mr. Hoffman serves on the editorial boards of the Journal of Pension Benefits (Panel Publishers) and the Journal of Pensions Management (Henry Stewart Publications). He was a charter member of the first IRS Advisory Committee on Tax Exempt and Governmental Entities. Mr. Hoffman was awarded the 2008 Lifetime Achievement Award from the National Institute of Plan Administrators. He is also a Fellow in the American College of Employee Benefits Counsel.
Mr. Hoffman’s articles have been featured in numerous publications, including The Pension Actuary, Journal of Compensation and Benefits, Journal of Pension Benefits, Pension and Benefits Week, Pension World, and RIA Pension Alert.
Judy A. Miller, FSA, MSPA, EA
ASPPA Chief of Actuarial Issues and Director of Retirement Policy
Judy Miller joined the American Society of Pension Professionals & Actuaries (ASPPA) staff in December 2007. Prior to joining ASPPA, she served as senior benefits advisor on the staff of the U.S. Senate Committee on Finance from 2003 to November 2007. Before joining the congressional committee staff, Miller provided consulting and actuarial services to employer-sponsored retirement programs for nearly 30 years. She enjoyed living in Helena, Mont., from 1975 until she moved to Washington, D.C., in 2003. Immediately before leaving Montana, she was a shareholder in Anderson ZurMuehlen & Co., providing consulting services through its affiliate, Employee Benefit Resources, LLP (EBR). Prior to joining EBR, she was vice president of Hendrickson, Miller & Associates, Inc. for 15 years. Miller began her actuarial career in New York, working for what was then George B. Buck Consulting Actuaries. It was during her time there when the Employee Retirement Income Security Act passed.
Miller is a member of ASPPA, a fellow of the Society of Actuaries, and an enrolled actuary. She received her bachelor’s degree in mathematics from Carnegie Mellon University in Pittsburgh, Pa.
Sarah E. Simoneaux, CPC
Past ASPPA President
Sarah E. Simoneaux is president of Simoneaux Consulting Services, Inc., located in Mandeville, La., a firm offering consulting services to for-profit companies providing retirement services and to non-profit organizations. She also provides consulting through Simoneaux & Stroud Consulting Services, specializing in business planning, business consulting, professional development, industry research, and customized skill building workshops. Simoneaux has worked in the employee benefits industry since 1981.
She was formerly vice president of Actuarial Systems Corporation (ASC). Prior to her position at ASC, she was a partner in JWT Associates, a qualified plan-consulting firm in Los Angeles, Calif. Simoneaux has volunteered her services in various capacities to assist the American Society of Pension Professionals & Actuaries (ASPPA), and she served as ASPPA president (2005-2006). She currently works with the ASPPA Education and Examination Committee and she authored a book for the qualified plan financial consultant-credentialing program. Simoneaux earned her certified pension consultant credential from ASPPA in 1988.
