The comments will be made available in alternative format to persons with disabilities upon request.
Public Comments
- James F. Podheiser
December 21, 2007 - Gerald C. Schneider
Judith M. Schneider
January 10, 2008 - Fred Reish
January 03, 2008 - Deschutes Investment Advisors
Tim Wood
January 14, 2008 - Paul Altman
January 30, 2008 - Sachs Waldman
Patricia Tarini
January 30, 2008 - Donald Cull
February 01, 2008 - Ian Pinto
February 02, 2008 - Sheila Walkup
February 02, 2008 - Rose Voigt
February 02, 2008 - Tom Ruehle
February 02, 2008 - Diana Redfern
February 03, 2008 - Dan Oldman
February 03, 2008 - J. Wilson
February 03, 2008 - Jeffrey Harris
February 07, 2008 - Paula Hungar
February 03, 2008 - Ajit Ghorpade
February 03, 2008 - Damon Kelly
February 03, 2008 - Brett Barndt
February 04, 2008 - Leslie Bornowsky
February 04, 2008 - Bruce IIjima
February 07, 2008 - Brian C. Quinn
February 03, 2008 - Emir Ibrahimpasic
February 04, 2008 - Valinda Stuebinger
February 04, 2008 - Marie-Joele Ingalls
February 05, 2008 - John Sutton
February 05, 2008 - Miller Johnson
Mary V. Bauman
Sara B. Tountas
February 05, 2008 - Edelman Financial Services
Ric Edelman
February 05, 2008 - Kathryn Lechausse
February 05, 2008 - Troutman Sanders LLP
Edie Lindsay
February 05, 2008 - Morrison Cohen LLP
Todd K. Garvelink
February 06, 2008 - William Radford
February 06, 2008 - Society of Professional Benefit Administrators
Anne C. Lennan
February 06, 2008 - Michael McGuire
February 06, 2008 - Jamie Diamandopoulos
February 07, 2007 - Carl Pattison
February 07, 2008 - Douglas Silk
February 07, 2008 - Kenneth Knight
February 07, 2008 - Richard Wetzell
February 08, 2008 - Marcia Joslyn Sill
February 08, 2008 - John
February 08, 2008 - NEPC
Ross A. Bremen
Steve F. Charlton
February 08, 2008 - Standard Insurance Company, Retirement Services Division
Miriam Lohmann
February 08, 2008 - Ray Clark
February 08, 2008 - Jerry and Judy Schneider
February 08, 2008 - Reish Luftman Reicher & Cohen
C. Frederick Reish
Bruce L. Ashton
Debra A. Davis
February 11, 2008
- The SPARK Institute, Inc.
Larry H. Goldbrum
February 11, 2008 - National Coordinating Committee for Multiemployer Plans (NCCMP)
Randy G. DeFrehn
February 11, 2008 - Investment Adviser Association
Karen L. Barr
February 11, 2008 - The Bank of New York Mellon
Leonard R. Heinz
February 11, 2008 - Standard Insurance Company, Insurance Services Group Legal Department
Phillip David
February 11, 2008 - Northern Trust Corporation
Dale K. Nichols
February 11, 2008 - Matthew D. Hutcheson
February 11, 2008 - Tuggle Duggins
Kenneth M. Johnson
February 11, 2008 - AARP
David Certner
February 11, 2008 - Investment Company Institute
Mary Podesta
February 11, 2008 - American Society of Pension Professionals & Actuaries (ASPPA) and Council of Independent 401(k) Recordkeepers (CIKR)
Brian H. Graff
Tommy Thomasson
Teresa T. Bloom
Robert M. Richter
Debra A. Davis
February 11, 2008 - TIAA-CREF
Daniel J. Keniry
February 11, 2008 - Independent Insurance Agents & Brokers of America, Inc. (IIABA)
Robert Rusbuldt
February 11, 2008 - Pharmaceutical Care Management Association (PCMA)
Barbara A. Levy
February 11, 2008 - Financial Services Roundtable
Richard M. Whiting
February 11, 2008 - Vanguard
F. William McNabb
February 11, 2008 - PNC Financial Services Group, Inc.
James S. Keller
February 11, 2008 - Callan Associates Inc.
Lori Lucas
Ronald D. Peyton
February 11, 2008 - Branch Banking & Trust Co. (BB&T)
Brent Peters
February 11, 2008 - Pension Consultants, Inc.
Christopher R. Thixton
Mark S. Zielinski
Marina B. Wiley
February 11, 2008 - Fidelity
Douglas O. Kant
February 12, 2008 - WAMA Actuarial & Consulting, LLC
James G. Auger
February 11, 2008 - Watson Wyatt
Robyn R. Credico
Lisa Arko
Alec Dike
February 11, 2008 - America's Health Insurance Plans (AHIP)
Thomas J. Wilder
February 11, 2008 - Eggertsen & Associates, P.C.
John Eggertsen
Michele Rivas
February 11, 2008 - Financial Planning Association
Daniel Berry
February 11, 2008 - Council of Insurance Agents & Brokers
Ken A. Crerar
February 11, 2008 - State Street Corporation
Stefan M. Gavell
February 11, 2008 - American Council of Life Insurers
Walter C. Welsh
James H. Szostek
February 11, 2008 - Great-West Retirement Services
Charles Nelson
February 11, 2008
- American Benefits Council
Jan M. Jacobson
February 11, 2008 - Fiduciary Risk Management, LLC
Jessica Flores
Bert Carmody
February 12, 2008 - Wagner Law Group
Marcia S. Wagner
February 11, 2008 - Millar, Schaefer, Hoffmann & Robertson
David G. Millar
February 11, 2008 - Groom Law Group
Stephen M. Saxon
Jennifer E. Eller
February 11, 2008 - The Segal Company
Margery Sinder Friedman
February 12, 2008 - Barclays Global Investors
Kristi Mitchem
February 12, 2008 - Hewitt Associates
Cynthia W. Milstead
Steven Honig Fein
February 12, 2008 - Securities Industry and Financial Markets Association
Liz Varley
February 12, 2008 - ERISA Industry Committee (ERIC), College and University Professional Association for Human Resources (CUPA-HR), National Association of Manufacturers (NAM), Profit Sharing/401k Council of America (PSCA), Society for Human Resource Management (SHRM), U.S.
Mark J. Ugoretz
Josh Ulman
David L. Wray
Michael P. Aitken
Randel K. Johnson
Aliya Wong
February 14, 2008 - Blue Cross and Blue Shield Association
Jane Galvin
February 11, 2008 - IRA Group
Richard K. Matta
February 11, 2008 - Members of United States Congress
George Miller
Edward M. Kennedy
Rob Andrews
Tom Harkin
Herbert H. Kohl
February 14, 2008 - WellPoint, Inc.
Stephen J. Northrup
February 14, 2008 - Joint Submission of Six Taft-Hartley Multiemployer Plans
Arnold and Kadjan
February 11, 2008 - Covington & Burling LLP
Amy N. Moore
Katherine Mineka
February 15, 2008 - American Bankers Association
Lisa J. Bleier
February 19, 2008 - JPMorgan Chase & Co.
Lynn Shipman
Bruce Gallant
February 20, 2008 - Managed Funds Association
Richard H. Baker
February 27, 2008 - Guidant Financial Group, Inc.
Joe Wishcamper
February 27, 2008 - AFS Financial Group
Alexander G. Assaley, III
February 28, 2008 - Stable Value Investment Association (SVIA)
Gina Mitchell
March 07, 2008 - Janet Holmes
March 06, 2008 - Jackson Kelly PLLC
Kevin A. Wiggins
March 13, 2008 - Richard Perlin
May 04, 2008 - Conrad Siegel Actuaries
Bob Mrazik
June 9, 2008 - Bruce and Debbie Rennecker
July 22, 2008 - Group of 11 Associations
September 24, 2008
Requests to Testify
- The SPARK Institute, Inc.
Larry H. Goldbrum
February 27, 2008 - Covington & Burling LLP
Katherine Mineka
February 27, 2008 - American Benefits Council
Jan Jacobson
February 27, 2008 - Profit Sharing/401(k) Council of America
Edward Ferrigno
February 27, 2008 - American Society of Pension Professionals & Actuaries (ASPPA); Council of Independent 401(k) Recordkeepers (CIKR)
Brian H. Graff
February 28, 2008 - Investment Adviser Association
Karen Barr
March 06, 2008 - Pharmaceutical Care Management Association (PCMA)
William J. Kilberg
March 07, 2008 - Hewitt Associates LLC
Cynthia W. Milstead
March 07, 2008 - AARP
David Certner
March 10, 2008 - Matthew D. Hutcheson
March 10, 2008
- Investment Company Institute
Michael L. Hadley
March 10, 2008 - Fidelity
Douglas O. Kant
March 10, 2008 - Managed Funds Association
Jennifer Han
March 10, 2008 - America's Health Insurance Plans (AHIP)
Thomas J. Wilder
March 10, 2008 - American Bankers Association
Lisa J. Bleier
March 10, 2008 - Jackson Kelly PLLC
Kevin A. Wiggins
March 13, 2008 - Securities Industry and Financial Markets Association (SIFMA)
Elizabeth Varley
March 19, 2008 - WellPoint, Inc.
Judith A. Langer
March 19, 2008 - Fiduciary Risk Management, LLC
Bert M. Carmody
March 19, 2008 - U.S. Chamber of Commerce
Aliya Wong
March 19, 2008
- Council of Insurance Agents & Brokers
Cameron Findlay
March 20, 2008 - Self-Insurance Institute of America, Inc.
Ashley Gillihan
March 20, 2008 - WAMA Actuarial & Consulting, LLC
James Auger
March 20, 2008 - Groom Law Group on behalf of a group of financial institutions and administrative service providers
Stephen M. Saxon
Jennifer E. Eller
March 20, 2008 - Pension Consultants, Inc.
Chris Thixton
March 20, 2008 - American Council of Life Insurers (ACLI)
James H. Szostek
March 20, 2008 - The Vanguard Group, Inc.
Dennis Simmons
March 20, 2008 - Groom Law Group on behalf of a group of client companies that provide actuarial and capital consulting services
Stephen M. Saxon
Jennifer E. Eller
March 20, 2008
Testimony On Reasonable Contract Or Arrangement Under § 408(b)(2)
March 31, 2008 Hearing Transcript | April 1, 2008 Hearing Transcript
If you want to obtain a copy of the court reporter's official transcript, you should contact the court reporter, Neal R Gross, at 202.234.4433. Also, please be advised that, as with all unedited transcripts, there might be errors in this transcript. Therefore, the transcript should not be quoted without checking with the speaker for confirmation of the quote.
- The SPARK Institute, Inc.
Larry H. Goldbrum - Profit Sharing/401k Council of America
David L. Wray - American Benefits Council
Robert G. Chambers - American Society of Pension Professionals & Actuaries
Bruce Ashton - American Council of Life Insurers
James Szostek
- America's Health Insurance Plans
Stephanie Kanwit - Self-Insurance Institute of America, Inc.
Ashley Gillihan - U.S. Chamber of Commerce
Randy Johnson - Hewitt Associates
Alison Borland - Independent Fiduciary
Matthew D. Hutcheson
- Investment Company Institute
Paul S. Stevens - The Vanguard Group
Barbara Fallon-Walsh - Groom Law Group
Stephen Saxon | Jennifer Eller - Investment Adviser Association
Mark F. Kemper
Post-Hearing Supplemental Material
- Pharmaceutical Care Management Association
William J. Kilberg - U.S. Chamber of Commerce
Randy Johnson | Aliya Wong - U.S. Chamber of Commerce
Harold L. Jackson - Blue Cross Blue Shield Association
Alissa Fox
- Investment Adviser Association
Karen L. Barr - America's Health Insurance Plans
Stephanie Kanwit - National Association of Insurance Commissioners
- The Vanguard Group
Barbara Fallon-Walsh - Vanguard Retirement Savings Trust
- Aetna Life Insurance Company
Bill Kowalski - Society of Professional Benefit Administrators
Anne Lennan - Fiduciary Risk Management
- Eggertsen & Associates, P.C.
- Wagner Law Group
Marcia S. Wagner