Karen A. Jordan is a retired pension consultant with more than 40 years in the retirement plan business.  Formerly, she was president and an owner of Alaska Pension Services, Ltd. (APS), a pension consulting firm in Anchorage, Alaska. Karen is a past president of the American Society of Pension Professionals and Actuaries (ASPPA), which is head- quartered in Arlington VA. With ASPPA, she earned the designations of Certified Pension Consultant, Qualified Pension Administrator and Qualified 401(k) Administrator.  She was also an Enrolled Retirement Plan Agent under the IRS. 

Locally, Jordan is a member of Anchorage East Rotary Club, the Alaska Athena Society, and serves on the board of the Wacky Women Golf Association.  She has served on the Municipality of Anchorage Investment Advisory Commission and the board of directors of Girl Scouts of Alaska. She has also been a Leadership Anchorage Mentor, a founder of the Anchorage ERISA Forum, past president of the Anchorage Estate Planning Council, and has served on the board of directors of the Downtown Anchorage Association where she co-chaired the committee that raised funds to build the Anchorage Town Square.   

Jordan grew up in Wayzata, Minnesota, and attended Macalester College in Saint Paul, Minnesota.  She taught high school mathematics at Wayzata High School and worked for seven years at William M. Mercer, Inc., in Minneapolis before moving to Alaska in 1979 with her husband Jim. Jim and Karen now split their time between Anchorage, Alaska, and Tucson, Arizona.  Karen’s interests include music (playing the flute and piano), traveling with her husband Jim, skiing, yoga, swimming, golfing, and reading.

Now “retired” (whatever that means), Nevin is the former

He’s the “Nevin” in the Nevin & Fred podcast (along with

He’s also the co-host of THIS new podcast— where Nevin and Fred explore the way(s) in which various retirement industry professionals have “retired.”

His retirement journey is still being mapped out—but of

The Biggest Surprise About (My) Retirement (napa-net.org)

Retirement Industry Leader Nevin Adams to 'Retire'

My 'Retirement' Account (napa-net.org)

And now he talks to his UN-retired buddy Fred Reish about his thought process—and the “experience”—to date.

Following her unanimous confirmation by the U.S.

Among her other duties as Assistant Secretary of Labor, she represented the Department of Labor in overseeing

Ms. Borzi also represented the Secretary of Labor in the Secretary’s role as statutory trustee for the Social Security (OASDI) and Medicare Trust Funds and in the Secretary’s capacity as chair of the Board of the Pension Benefit Guaranty Corporation (PBGC) and was the head of the U.S. delegation to the Organisation for Economic Co-operation and Development (OECD) Working Party on Private Pensions and Insurance.

From 1995-2009, Ms. Borzi was a research professor in the Department of Health Policy at George Washington University Medical Center's School of Public Health and Health Services. In addition, she was Of Counsel with the Washington, D.C., law firm of O'Donoghue & O'Donoghue LLP during that time.  From 1979 to 1995, Ms. Borzi served as Pension and Employee Benefit Counsel for the

Ms. Borzi currently is an independent consultant and serves on the Board of Visitors of the Columbus School of Law at Catholic University, the Board of Edelman Financial Engines, LP, the Board of the Institute for

She received her law degree from the Columbus School of Law at The Catholic University of America where she was the Editor-in-Chief of the Law Review and is an active member of the American Bar Association, including

One of the retirement industry’s most innovative leaders, Nelson led not one, but two major retirement companies,

As the Vice Chairman and Chief Growth Officer at Voya Financial, he supported the shape of Voya’s growth strategy, both organic and inorganic, including a robust customer segmentation strategy to align solutions to specific customer and market needs.  As CEO of

After a career focused on helping individuals protect and save their money—getting the best financial outcomes they can for themselves and their families—in his “next chapter” he hopes to continue to find ways to educate and support others in achieving a future of financial wellness.