Podcasts

Plan sponsors will need to pull together details involving non-discrimination testing and government reporting, as well as recordkeeping and pre- and post-transfer documentation.

Ryan Donovan is president and CEO of the Council of Federal Home Loan Banks.

James Jack is the Executive Director and Head of the Business Owners Client Segment at UBS.

Bert Alicea, psychologist and executive VP of EAP work/life services at Health Advocate, underlines the importance of empathetic leaders and visible mental health resources.

Unless it's legally required of them, most companies won't proactively publish compensation reports.

Aaron Lindstrom is the Regional Head of Transformation and Digital Partnerships for Allianz Trade in Americas, the world's largest and oldest provider of trade credit insurance. In his current role, Lindstrom is responsible for the execution of Allianz Trades' ambitious strategy to fundamentally transform the company for success in the digital era. He also drives the Region's digital partnerships by actively facilitating current and new partnership opportunities, and evolving current product offerings to serve market needs. In addition to the day-to-day responsibilities of his role, Lindstrom serves as a founding member for Allianz Trade's American Diversity & Inclusion Committee.

Lindstrom has 10 years of experience in the insurance industry. He joined Allianz Trade in 2012, serving as Sales Agent, then later Senior Sales Agent. Prior to joining the organization, he held positions with Enterprise Fleet Management and Enterprise Rent-A-Car.

Lindstrom has vast experience speaking at both regional and national events for organizations such as, The Risk Management Association, The National Association of Credit Managers, Washington Business Week, and The Associated Builders and Contractors.  He is active in several regional trade organizations and frequently networks with startups and fintechs to stay up-to-date on the innovation of the trade credit insurance industry.

In his spare time, Lindstrom enjoys volunteering with organizations like Washington Trails Association and North Helpline. In the past, he has served on the boards of numerous non-profit organizations. When not hard at work for Allianz Trade or volunteering, Lindstrom enjoys traveling, camping, hiking and snow skiing.

Paul Williams is VP of Business Development at HONK Technologies, an on-demand automotive mobility services company. He has previously held a number of senior positions in vehicle salvage and recycling companies, including Newell Recycling Southeast, Aviva and Bluecycle.

Carrie Kelley, who is a Director in the Insurance Consulting and Technology business, joined WTW in 2012 and is based in the Atlanta office. Her primary areas of practice are individual life insurance, COLI/BOLI products and principles-based reserving. She has assisted clients across a range of M&A, reserving, and financial modeling issues.