- Retirement Research Center
Lori Lucas is President and CEO of the Employee Benefit Research Institute (EBRI). She has more than 30 years of experience in the investment and benefits industry. Most recently, she worked as an Executive Vice President at Callan, where she was responsible for setting the direction and profitability of Callan's DC business, managing the Defined Contribution Consulting Team, launching and delivering market-leading retirement research, and directly working with plan sponsors and other clients.
Formerly, Ms. Lucas 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 head at Morningstar, Inc. She received a Bachelor of Arts degree from Indiana University and a Masters from the University of Illinois and is a CFA® Charterholder. She is the immediate past Chair of the Defined Contribution Institutional Investment Association.