Sandy Koeppel, who has more than 35 years of employee benefit law and related experience, primarily focuses his practice on tax and fiduciary issues…
Sandy Koeppel, who has more than 35 years of employee benefit law and related experience, primarily focuses his practice on tax and fiduciary issues relating to guaranteed lifetime income plan distribution options . Prior to his retirement from Prudential in March 2011, Sandy was Vice President, Legislative and Regulatory Affairs for Prudential’s Retirement business where he coordinated and helped develop policies, positions and strategies on proposed legislation, regulations and other external issues impacting Prudential Retirement and the retirement industry – with particular emphasis on matters relating to guaranteed lifetime income. Recently, Sandy founded Plan Income Consultants and Evaluation Services, LLC to assist plan sponsors and their financial consultants in their consideration of guaranteed lifetime income as a distribution offering for their plans.
In the spring of 2008, U.S. Secretary of Labor Elaine Chao appointed Sandy to serve a three-year term as the insurance industry’s representative to the Advisory Council on Employee Welfare and Pension Benefit Plans (the “ERISA Advisory Council”).
During his 32 year career at Prudential, Sandy also held the position of Vice President, Relationship Management in Prudential’s Structured and Stable Value Products Group where he had responsibility for the sales and client service function. Prior to joining Prudential’s Guaranteed Products business in 1992, Sandy served as Assistant General Counsel from 1978 to 1992 in Prudential’s Law Department where he was the lead attorney of the Employee Benefits and ERISA practice. From 1976 to 1978 Sandy was an associate in the New York law firm of Fried, Frank, Harris, Shriver and Jacobson.
He is a past chairman of and served on the Pension Committee of the American Council of Life Insurers (ACLI). He has served on the Board of Directors and Executive Committee of the American Benefits Council (ABC); the Stable Value Investment Association (SVIA) Government Relations Committee; the Investment Company Institute (ICI) Pension Committee; and the Government Relations Committee of the SPARK Institute. Throughout his career, he has been active in many industry policymaking activities and projects. Sandy has been a frequent speaker at industry conferences and has authored numerous articles including co-authoring a chapter of The Handbook of Stable Value Investments.
Sandy received his B.S. degree in 1971 from the State University of New York at New Paltz and his J.D. degree in 1975 from Widener University School of Law.
Sandy Koeppel, who has more than 35 years of employee benefit law and related experience, primarily focuses his practice on tax and fiduciary issues…
Sandy Koeppel, who has more than 35 years of employee benefit law and related experience, primarily focuses his practice on tax and fiduciary issues relating to guaranteed lifetime income plan distribution options . Prior to his retirement from Prudential in March 2011, Sandy was Vice President, Legislative and Regulatory Affairs for Prudential’s Retirement business where he coordinated and helped develop policies, positions and strategies on proposed legislation, regulations and other external issues impacting Prudential Retirement and the retirement industry – with particular emphasis on matters relating to guaranteed lifetime income. Recently, Sandy founded Plan Income Consultants and Evaluation Services, LLC to assist plan sponsors and their financial consultants in their consideration of guaranteed lifetime income as a distribution offering for their plans.
In the spring of 2008, U.S. Secretary of Labor Elaine Chao appointed Sandy to serve a three-year term as the insurance industry’s representative to the Advisory Council on Employee Welfare and Pension Benefit Plans (the “ERISA Advisory Council”).
During his 32 year career at Prudential, Sandy also held the position of Vice President, Relationship Management in Prudential’s Structured and Stable Value Products Group where he had responsibility for the sales and client service function. Prior to joining Prudential’s Guaranteed Products business in 1992, Sandy served as Assistant General Counsel from 1978 to 1992 in Prudential’s Law Department where he was the lead attorney of the Employee Benefits and ERISA practice. From 1976 to 1978 Sandy was an associate in the New York law firm of Fried, Frank, Harris, Shriver and Jacobson.
He is a past chairman of and served on the Pension Committee of the American Council of Life Insurers (ACLI). He has served on the Board of Directors and Executive Committee of the American Benefits Council (ABC); the Stable Value Investment Association (SVIA) Government Relations Committee; the Investment Company Institute (ICI) Pension Committee; and the Government Relations Committee of the SPARK Institute. Throughout his career, he has been active in many industry policymaking activities and projects. Sandy has been a frequent speaker at industry conferences and has authored numerous articles including co-authoring a chapter of The Handbook of Stable Value Investments.
Sandy received his B.S. degree in 1971 from the State University of New York at New Paltz and his J.D. degree in 1975 from Widener University School of Law.
