Join us as we dive into the top trends reshaping the retirement industry in 2026. Whether you're an HR leader, benefits professional, retirement advisor, or plan sponsor, this conversation will give you the insights and strategies you need to face 2026 with confidence.
In this essential conversation, you will gain insights to:

• Analyze how artificial intelligence is creating both new opportunities and significant risks for investors and plan participants.
• Understand the critical impact of the One Big Beautiful Bill Act on retirement plans for higher education and health care organizations.
• Determine if and how alternative investments can fit into your retirement plan lineup to enhance diversification and returns.
• Learn how leading organizations are successfully using deferred compensation as a strategic tool to attract and retain top-tier talent.

Don't just react to change—get ahead of it.

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Speakers:

In her current role, Brittany strengthens consulting firm partnerships by delivering thought leadership, sharing industry trends, and providing education on TIAA's comprehensive solutions that benefit plan sponsors and participants alike.

Her career in financial services began at TIAA in 2007, followed by a position as a Senior Financial Associate at RBC Capital Markets. Since returning to TIAA in 2020, Brittany has leveraged her 18 years of experience across plan sponsor and participant services, relationship management and investment consulting.

Brittany holds a Bachelor of Science in Business Management from Colorado State University and a Master of Science in Management & Leadership from Pepperdine University. She holds FINRA Series 6, 7, 63 and 65 registrations, along with life, health, and variable annuity licenses in Washington State. She currently serves as the WIPN Seattle chapter co-chair.

Outside of work, Brittany enjoys exploring new restaurants, spending time with her husband, two sons and their French bulldog, and cheering for the Denver Broncos. If she could have dinner with any notable figure, she would choose Conan O'Brien.

Elena Zanussi leads TIAA's Executive Benefits and Health Solutions offer, overseeing the strategic direction of deferred compensation, Health Savings Account, and Retiree Health product portfolios. In this role, she drives strategy development and execution, ensures product profitability and market competitiveness, and spearheads initiatives in product modernization, distribution expansion, client engagement, and asset retention.

Elena brings over three decades of diverse financial services expertise to her leadership role. She began her career at TIAA in 1988 as a Relationship Manager and has since built a unique professional journey that combines deep industry knowledge with entrepreneurial experience and legal expertise. Her career path includes practicing ERISA and Employee Benefits law at Lane Powell in Portland, Oregon, and successfully operating multiple businesses, including a Latin fusion catering company and an ERISA/Employee Benefits consulting firm.

Returning to TIAA in 2014 as a Senior Relationship Manager for large clients, Elena demonstrated exceptional client service and business development capabilities before transitioning to product leadership in 2021. She initially led TIAA's Executive Benefits Solutions suite and expanded her responsibilities in 2023 to include TIAA Health Solutions, reflecting her proven ability to drive growth and operational excellence across complex product portfolios.

Elena is actively engaged in community leadership, currently serving on the YWCA Evanston/Northshore Board and Finance Committee. Her commitment to service extends through her involvement with various non-profit organizations in Evanston, where she resides.

John J. Canally, CFA is a Managing Director, Chief Portfolio Strategist with TIAA Wealth Investment Management LLC ("WIM") in Charlotte, NC.

John is responsible for working with WIM investment leadership to develop broad investment strategy, and to create, coordinate and communicate WIM's economic, market, investment and portfolio-specific insights to TIAA portfolio managers, field leadership, advisors and clients. John is a member of the WIM Investment Committee.

John has more than 30 years of investment management experience. Prior to joining WIM in 2019, John was Chief U.S. Investment Strategist for BCA Research where he produced the U.S. Investment Strategy Weekly Report with clients including investment advisors, RIAs, ClOs, portfolio managers and analysts at mutual funds, hedge funds, family offices and endowments. John also served as Chief Economic Strategist at LPL Financial where he provided insight on the intersection of the U.S. and global economies, monetary and fiscal policy, geopolitics, and the global financial markets for HNW advisors, banks, and credit unions and 17,000+ financial advisors. He has worked as a market strategist and economist on Wall Street and on the buy-side and began his career at the Congressional Budget Office in Washington, D.C.

John is a Chartered Financial Analyst® professional, a member of the CFA Society of Philadelphia, and The CFA Institute. He earned a BA in Economics from Villanova University and attended Stern Graduate School of Business at New York University.

Michael Sanders is an institutional retirement plan advisor based in New York, NY. Mike joined CAPTRUST in 2021 from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where he served as principal and head of operations. As a senior-level consultant, member of the Cammack Retirement Group investment team, and member of the Investment Committee, Mike oversaw strategic projects, personnel, and business development.

At CAPTRUST, Mike helps fiduciaries manage risk and leverage technology to provide optimal investment outcomes for their participants. He partners with plan sponsors in all aspects of the due diligence process—analysis, plan design, compliance, regulatory, and process changes—to focus on serving retirement needs.

With over 20 years of experience, Mike has a comprehensive background in various aspects of the retirement industry. Prior to joining Cammack Retirement, he served in leadership roles at both AllianceBernstein and Empower Retirement. Mike received a Bachelor of Science degree in finance from West Virginia University and a Master of Business Administration degree from Ramapo College.

James R. McCrary is a Managing Director, Retirement Plan Consulting based out of SageView's Newport Beach, California office. Jamie is a member of SageView's Not-for-Profit team working to deliver quality retirement plan solutions to plan sponsors and their participants, using SageView's proprietary analytical tools and his nuanced understanding of the challenges facing the retirement plan industry.

Prior to joining SageView, Jamie worked in the financial services industry for more than 25 years. He served as Vice President of Retirement Plans for Bryson Financial Group in Long Beach, California. Before that, he spent 20 years with the American Funds Group of the Capital Group Companies, where he was a Vice President of Retirement Plan Sales covering the Southwest and was also a senior product development manager.

Jamie is a frequent speaker at industry related conferences and meetings including the College and University Professional Association for Human Resources (CUPA-HR) and Western/National Association of College and University Business Officers (WACUBO/NACUBO).

Jamie received a Bachelor of Arts degree from the University of California, Santa Barbara and currently serves as a board member for his alma mater's Executive Council.

This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual's own objectives or circumstances which should be the basis of any investment decision.

The views expressed in this material may change in response to changing economic and market conditions. Past performance is not indicative of future returns.

Investment products may be subject to market and other risk factors. See the applicable product literature or visit TIAA.org for details.

Investors should be aware that alternative investments including private equity and private debt are speculative, subject to substantial risks including the risks associated with limited liquidity, the potential use of leverage, potential short sales and concentrated investments and may involve complex tax structures and investment strategies. Alternative investments may be illiquid, there may be no liquid secondary market or ready purchasers for such securities, they may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements as other types of pooled investment vehicles, and they may be subject to high fees and expenses, which will reduce profits.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.

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