NewYork-Presbyterian Retirement Experience
Award-winning redesign for a complicated health-system transition
~$200Min rollover assets guided through the transition
Retirement · B2B2C, plan sponsor and participants · Private, health-system client
Retirement & financial services
Participant decisions with deadlines, regulated money movement, and plan sponsors who answer for both.
Most of my last decade sits here, at Prudential and Empower. Retirement design is decision support under pressure: a participant with a deadline, a rule that came from the IRS, a counselor who has to explain it, and a plan sponsor accountable for all of it. My work covers transitions, enrollment, distribution flows, and the components that let one design serve many clients.
2020 Eddy AwardPensions & Investments, for the NewYork-Presbyterian redesign
~$200Min rollover assets guided through one plan transition
457, 401(k), 403(b)plan types designed for, across public and private employers
5 to 8regulated initiatives with AI-assisted delivery, including hardship and in-plan Roth
Case studies
North Carolina Retirement Enrollment
Research and analytics, pointed at a stalled enrollment flow
Retirement · B2C, plan participants · Public, state employee plans
AI-Assisted Design Delivery
Building a working method inside a locked-down regulated toolchain
5 to 8projects with substantial AI-assisted delivery
Retirement · Internal, design practice · Private, regulated
B2C Member Self-Service Platform
More self-service, fewer calls
52,000+unique sessions in the first three months
Member services · B2C self-service · Client confidential