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 Fellow of the American College of Employee Benefits Council and 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.
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Barry Max Levy, QKA
Barry Max Levy, QKA, is a pension consultant and president of Levy & Associates. A graduate of the University 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).
David Lipkin, MSPA
President Elect, ASPPA
David Lipkin, MSPA, founded Metro Benefits, Inc. in 1986. Metro’s commitment to provide clear, comprehensive and worry-free service has made it one of the region’s fastest growing companies in the field and Lipkin continues to spend a significant amount of time working with clients. He is also actively involved in the profession and has been asked to speak on a variety of topics, including the professional responsibilities of the actuary. He has published numerous articles in professional publications. He has been selected by the U.S. Department of Labor to serve as an “Independent Fiduciary” for many orphan/abandoned plans; and was elected in 2005 to the Board of Directors of ASPPA. He also served as a Co-chair of ASPPA’s Government Affairs Committee from 2006 until 2010.
Robert M. Richter, APM
Immediate Past 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. Mr. Richter 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.
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). 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, 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. Hoffman has spoken at numerous meetings on the subject of qualified pension and retirement plans. In addition, he was an expert speaker at the first Saver Summit, jointly sponsored by the White House and Congress.
Presently, 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. 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. 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.
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Judy A. Miller, FSA, MSPA, EA
Executive Director, ASPPA College of Pension Actuaries
Director of Retirement Policy, ASPPA
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. 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.
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Marcy L. Supovitz, CPC, QPA, ChFC, CLU
Marcy L. Supovitz is President of the National Association of Plan Advisors and Principal of Boulay Donnelly & Supovitz Consulting Group, Inc. She has enjoyed nearly 30 years in the retirement industry, including ten years as Executive Vice President of Pioneer Investments and 15 years in senior roles within the insurance industry. She was also an adjunct faculty member of Purdue University where she taught courses on retirement plan topics.
Recognized industry-wide as the architect of innovative retirement plan strategies, Marcy most recently pioneered the Uni-K plan concept, which became the first IRS-qualified 401(k) plan for owner-only businesses. The Wall Street Journal Advocate describes her ideas as “nothing short of groundbreaking.”
Mark Dunbar, MSPA
Mark Dunbar is president of Dunbar, Bender & Zapf, Inc. in Pittsburgh and has more than 30 years of experience as a pension consultant specializing in design options within qualified retirement plans. In addition to his membership in the ASPPA College of Pension Actuaries, he serves on the ASPPA Board of Directors and as co-chair of the ASPPA Government Affairs Committee. Dunbar is an enrolled actuary and member of the American Academy of Actuaries.