The Portability Services Network (PSN) Board of Directors is comprised of representatives from the PSN member-owners, which include up to six recordkeepers and Retirement Clearinghouse (RCH). The Board is responsible for overall governance of PSN, while day-to-day operations of PSN will be managed by Retirement Clearinghouse, through a services arrangement.
Robert Louis Johnson serves as Chairman of the Portability Services Network, as well as the Chairman of Retirement Clearinghouse (RCH). Mr. Johnson is the Founder and Chairman of The RLJ Companies, LLC, a diverse portfolio of companies. He also owns or holds interests in businesses operating in hotel real estate, private equity, automobile dealerships, content streaming, gaming and sports betting. Read More
Spencer Williams is a Board Member and serves as the CEO of Portability Services Network, LLC, and is also Retirement Clearinghouse’s Founder, President & CEO. Portability Services Network, LLC is a retirement industry-led utility dedicated to the industry-wide adoption of auto portability. Retirement Clearinghouse is a specialized provider of retirement savings portability and account consolidation services for America’s mobile workforce. Read More
Greg Long is a PSN Board member, and leads Alight’s public policy efforts related to defined contribution plans. Previously, Greg spent a decade as the Executive Director of the Federal Retirement Thrift Investment Board (FRTIB) and the Managing Fiduciary of the Thrift Savings Plan (TSP). Read More
Dave McLeod is senior vice president and Chief Business Development Officer at Empower. Dave joined the Great-West Family of Companies in 1985 and was appointed senior vice president, product management, of Empower in 2012. Previously, he held several leadership positions with Empower and affiliated companies. Read More
Dave Gray serves on the PSN Board of Directors, and is Head of Retirement Products and Solutions, Workplace Investing for Fidelity. Dave leads Fidelity’s defined contribution, defined benefit, nonqualified plan, and self-directed brokerage product management and development team. Read More
Amy Montford is the Vice President of Individual Retirement Solutions and Chief Executive Officer of Principal Advised Services at Principal Financial Group®. Her current role includes responsibility for the strategic and operational leadership of the individual solutions business, focusing on delivering participant experiences and capabilities that support individuals to and through retirement. Read More
Eric Goldstein is a PSN Board Member, and serves as TIAA's Chief Strategy Officer and has responsibility for working with senior management to shape the creation and execution of TIAA's corporate strategy and corporate development efforts. Read More
Steve Holman is a PSN Board member, and since the beginning of 2023, has been principal and head of IIG Distribution Enablement, a group focused on enhancing productivity, impact and consistency of Vanguard’s institutional client-facing crew. Read More
Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. Portability Services Network, LLC (PSN) does not give legal, investment, or tax advice.