Lori Lucas is retiring by year-end as president and CEO of the Employee Benefits Research Institute, leaving a legacy of research and consulting that not only advocated best practices by retirement plans but also explored consumer behavior to help sponsors encourage greater participation and savings.
She has held the EBRI job since 2018, and has had a varied career in defined contribution consulting and research, as well as financial analysis.
Before working at EBRI, she was executive vice president and practice leader at Callan LLC, leading the firm's defined contribution business. Previously, she was director of retirement research at Hewitt Associates; vice president at Ibbotson Associates; a pension fund consultant at J.H. Ellwood & Associates; and an analyst and product development leader at Morningstar Inc. She also is a past chairwoman of the Defined Contribution Institutional Investment Association.Ms. Lucas recently talked to Pensions & Investments about industry trends and challenges as well as what she as a retirement expert plans to do in her own retirement. (The interview has been edited for space, context and clarity.)