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N.C. Supplemental Retirement Board of Trustees N.C. Treasurer Janet Cowell, Chair

N.C. Supplemental Retirement Board of Trustees N.C. Treasurer Janet Cowell, Chair. TIAA-CREF Third Party Administrator 403(b) Program. CliftonLarsonAllen Auditor. Mercer Investment Consultant. Prudential Third Party Administrator 401(k) & 457(b). TIAA CREF Third Party Administrator

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N.C. Supplemental Retirement Board of Trustees N.C. Treasurer Janet Cowell, Chair

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  1. N.C. Supplemental Retirement Board of Trustees N.C. Treasurer Janet Cowell, Chair • TIAA-CREF • Third Party Administrator 403(b) Program CliftonLarsonAllen Auditor Mercer Investment Consultant Prudential Third Party Administrator 401(k) & 457(b) • TIAA CREF • Third Party Administrator • 403(b) Program N.C. Department of State Treasurer Reviews financial statements, ensures compliance with applicable regulations, examines Plans’ internal control structure, examines transactions for material weaknesses or fraud Monitors performance and provides oversight of investment options, reports issues with performance or management, reviews Plans’ portfolio structure and makes recommendations for asset reallocation Recordkeeping, education, compliance, employer reporting, communications, monitoring federal legislation. Recordkeeping, education, compliance, employer reporting, communications, monitoring federal legislation. • Recordkeeping, education, compliance, employer reporting, communications, monitoring federal legislation. • Recordkeeping, education, compliance, employer reporting, communications, monitoring federal legislation. Retirement Systems Division Investment Management Division Bruce Corcoran Vice President 704-988-5503 Legal & Finance Thomas R. Rey, Jr. Partner 410-453-0900 Robert Luciani VP, Key Accounts 570-341-6336 Liana Magner Partner 404-442-3261 State Street Custodian Kevin SigRist Chief Investment Officer 919-807-3118 Steve Toole Director, RSD 919-508-5303 Fran Lawrence Chief Financial Officer 919-508-5953 Jamie Summerlin Managing Director, Institutional K-12 704-988-2391 Michael McCann Prudential Retirement 919- 441-3464 Kelly Henson Principal 404-442-3277 Blake Thomas Assistant General Counsel 919-508-1037 Tim Viezer Portfolio Director 919-807-3102 Thomas Conlon Relationship Manager 570-341-6570 Deputy Director Communications Open Position Mary Buonfiglio Deputy Director, Supplemental Plans 919-508-5333 Mary Laurie Cece Assistant General Counsel 919-508-5972 N Kathleen Neville Director, North Carolina Retirement Security Education Team Rhonda Smith Portfolio Manager 919-807-3106 Jessica Quimby Retirement Security Education Consultant 860-539-7127 Erica Hinton Communication Officer 919-508-5937 Rosita Sabrosso- Rennick Marketing Officer 919-508-5348 Compliance NewPosition Rekha Krishnan Operations Analyst 919-508-5164 Lisa Page Administrative Associate 919-508-5304

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