Pension Education Council of Atlanta
President’s Letter – 2026
PECA Members and Sponsors:
And just like that… 2026 rolled into our lives fast, furious, and running at a mad dash! I find it that time of year to reflect on our past year at PECA and start planning for what is to come.
2026 marks PECA’s eighth year supporting retirement plan professionals in the greater Atlanta metro. Our core mission is to help retirement plan professionals further succeed in their daily service of clients, bringing our community together for education and networking. Millions of Americans entrust our industry every day to help them build a brighter financial future. And together, we get to collaborate to help Americans build more financially secure futures through their retirement plans.
What you do matters.
I appreciate the work you do, the time you dedicate to our organization to learn and grow, and the opportunity to support you.
I am extremely grateful and honored to be a part of our industry, and to be a part of PECA that works to further our cause of helping people retire with dignity. And I am also extremely grateful for the friendships and professional relationships I have forged with each of you over the years. How blessed I am to go to work every day in an industry where I love what I do and the people I get to do it with!
In 2025, PECA sponsored seven continuing education and networking events to bring our community together. And in 2026, we have started planning events in March, May, July, October, November, and December to get our membership together for networking and continuing education.
So, keep an eye out for a calendar of event dates coming soon. And send us topics you are interested in learning more about. I cannot wait to see you at the next PECA event! And, when you attend, make sure to thank our sponsors for their support. We could not do it without them and are extremely grateful for their support of PECA every year!
Here’s to 2026 and another awesome year together! I look forward to seeing you at our next event and learning together so we can better serve our clients!
Sincerely,
Katie Green
President, Pension Education Council of Atlanta 2023-2026
Vice President – Sales, Charles Schwab
Thank you to our 2026 Sponsors, as we could not do this without your generous support!
Platinum Sponsors
Blackrock
PIMCO
State Street Investment Management
Transamerica Retirement Solutions
T Rowe Price
Gold Sponsors
American Century Investments
ERISA Services
Federated Hermes
Ferenczy Benefits Law Center
Franklin Templeton Funds
Goldman Sachs
Lincoln
MFS Investments
Moore Colson
Nuveen
Retirement Plan Administrators, LLC
Smith + Howard
State Street
Trustage
Windham Brannon
2026 Board Members:
Heather Bailey – Community Outreach VP
Lindsey Dolbeer – Continuing Education VP
Katie Green – President
Candace Jackson – Treasurer
Joni Jennings – Board Member
Mark Manderson – Board Member
Anne Morris – Secretary
Brian Munn – Board Member
Ben Reece – Board Member
Shawn Slemons – Technical Committee VP
Nick Westmoreland – Board Member
Mike Zahariades – Membership Committee VP