Julian Regan
Senior Vice President
Julian is a Senior Vice President and the Public Sector Market Leader in Segal Marco Advisors’ Boston office. He has over 30 years of investment industry experience. Julian serves on Segal’s Public Sector Leadership Group (PSLG) and Segal Marco Advisors’ Environmental, Social, and Governance (ESG) Committee. He helps to lead the firm’s initiatives in the public sector. He serves as lead investment consultant to international union, multiemployer, public sector and state and local government plan sponsors.
Prior to joining the firm, Julian served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, he served as Executive Director for the New York State Deferred Compensation Board, where he ran the State’s then $8 billion supplemental retirement plan and helped develop regulations that governed 250 local plans. Prior to that, Julian served as Assistant General Manager and Budget Director at the Massachusetts Bay Transportation Authority (MBTA); Deputy Secretary for Capital and Transportation Planning for the Commonwealth of Massachusetts; and Vice President, Retirement Risk at Fidelity Institutional Retirement Services Company. In addition, Julian is a former state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities.
Julian received his BSBA and MBA from Suffolk University and studied at Georgetown University.
Julian serves on the Executive Board of the National Association of Government Defined Contribution Administrators (NAGDCA). He previously served on the International Foundation of Employee Benefit Plans (IFEBP) Investment Management Committee and IFEBP’s Financial Education/Retirement Security Expert Panel.
Julian is a 2008 recipient of the IRS Tax-Exempt and Government Entities “Commissioner’s Award” and a 2004 “Plan Sponsor of the Year” award recipient. He is a former member of UNITE HERE, Local 26 (Boston).
Julian represents the firm at industry organizations, such as the National Conference on Public Employee Retirement Systems (NCPERS) for whom he co-authored Best Governance Practices for Public Retirement Systems. He also co-authored Segal’s “State-Facilitated Retirement Savings Programs and Defined Contribution Plans” and“ESG in Retirement Plans.” He is the author of Is Your Pension Plan Measuring Up? and Real Estate Equity Investing for Benefits Fund and Operational Risk Management for Defined Contribution Plans. He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Read insights from Julian
-
August 16, 2024
State-Facilitated Retirement Savings Programs and Defined Contribution Plans
These auto-IRA programs help employees with retirement through participation and contributions, facilitating asset diversification and savings.
Topics covered: Retirement, Investment
-
May 23, 2023
ESG in Retirement Plans: Investment, Risk Management and Regulatory Considerations
What should retirement plans take into account when considering ESG investing within their plan’s fiduciary framework? Get answers in a new article.
Topics covered: Investment, Retirement, ESG
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February 4, 2022
Trends in Public and Private Sector DC Plan Investment Menu Design, Costs and ESG Incorporation
Four investment trends for Public and Private Sector DC Plan Sponsors need to know.
Topics covered: Investment, Compliance, Insurance, ESG
Contact Julian
Leadership
Julian Regan
Senior Vice President
Julian is a Senior Vice President and the Public Sector Market Leader in Segal Marco Advisors’ Boston office. He has over 30 years of investment industry experience. Julian serves on Segal’s Public Sector Leadership Group (PSLG) and Segal Marco Advisors’ Environmental, Social, and Governance (ESG) Committee. He helps to lead the firm’s initiatives in the public sector. He serves as lead investment consultant to international union, multiemployer, public sector and state and local government plan sponsors.
Prior to joining the firm, Julian served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, he served as Executive Director for the New York State Deferred Compensation Board, where he ran the State’s then $8 billion supplemental retirement plan and helped develop regulations that governed 250 local plans. Prior to that, Julian served as Assistant General Manager and Budget Director at the Massachusetts Bay Transportation Authority (MBTA); Deputy Secretary for Capital and Transportation Planning for the Commonwealth of Massachusetts; and Vice President, Retirement Risk at Fidelity Institutional Retirement Services Company. In addition, Julian is a former state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities.
Julian received his BSBA and MBA from Suffolk University and studied at Georgetown University.
Julian serves on the Executive Board of the National Association of Government Defined Contribution Administrators (NAGDCA). He previously served on the International Foundation of Employee Benefit Plans (IFEBP) Investment Management Committee and IFEBP’s Financial Education/Retirement Security Expert Panel.
Julian is a 2008 recipient of the IRS Tax-Exempt and Government Entities “Commissioner’s Award” and a 2004 “Plan Sponsor of the Year” award recipient. He is a former member of UNITE HERE, Local 26 (Boston).
Julian represents the firm at industry organizations, such as the National Conference on Public Employee Retirement Systems (NCPERS) for whom he co-authored Best Governance Practices for Public Retirement Systems. He also co-authored Segal’s “State-Facilitated Retirement Savings Programs and Defined Contribution Plans” and“ESG in Retirement Plans.” He is the author of Is Your Pension Plan Measuring Up? and Real Estate Equity Investing for Benefits Fund and Operational Risk Management for Defined Contribution Plans. He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Read insights from Julian
-
August 16, 2024
State-Facilitated Retirement Savings Programs and Defined Contribution Plans
These auto-IRA programs help employees with retirement through participation and contributions, facilitating asset diversification and savings.
Topics covered: Retirement, Investment
-
May 23, 2023
ESG in Retirement Plans: Investment, Risk Management and Regulatory Considerations
What should retirement plans take into account when considering ESG investing within their plan’s fiduciary framework? Get answers in a new article.
Topics covered: Investment, Retirement, ESG
-
February 4, 2022
Trends in Public and Private Sector DC Plan Investment Menu Design, Costs and ESG Incorporation
Four investment trends for Public and Private Sector DC Plan Sponsors need to know.
Topics covered: Investment, Compliance, Insurance, ESG
Contact Julian
Leadership
Julian Regan
Senior Vice President
Contact Julian
Julian is a Senior Vice President and the Public Sector Market Leader in Segal Marco Advisors’ Boston office. He has over 30 years of investment industry experience. Julian serves on Segal’s Public Sector Leadership Group (PSLG) and Segal Marco Advisors’ Environmental, Social, and Governance (ESG) Committee. He helps to lead the firm’s initiatives in the public sector. He serves as lead investment consultant to international union, multiemployer, public sector and state and local government plan sponsors.
Prior to joining the firm, Julian served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, he served as Executive Director for the New York State Deferred Compensation Board, where he ran the State’s then $8 billion supplemental retirement plan and helped develop regulations that governed 250 local plans. Prior to that, Julian served as Assistant General Manager and Budget Director at the Massachusetts Bay Transportation Authority (MBTA); Deputy Secretary for Capital and Transportation Planning for the Commonwealth of Massachusetts; and Vice President, Retirement Risk at Fidelity Institutional Retirement Services Company. In addition, Julian is a former state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities.
Julian received his BSBA and MBA from Suffolk University and studied at Georgetown University.
Julian serves on the Executive Board of the National Association of Government Defined Contribution Administrators (NAGDCA). He previously served on the International Foundation of Employee Benefit Plans (IFEBP) Investment Management Committee and IFEBP’s Financial Education/Retirement Security Expert Panel.
Julian is a 2008 recipient of the IRS Tax-Exempt and Government Entities “Commissioner’s Award” and a 2004 “Plan Sponsor of the Year” award recipient. He is a former member of UNITE HERE, Local 26 (Boston).
Julian represents the firm at industry organizations, such as the National Conference on Public Employee Retirement Systems (NCPERS) for whom he co-authored Best Governance Practices for Public Retirement Systems. He also co-authored Segal’s “State-Facilitated Retirement Savings Programs and Defined Contribution Plans” and“ESG in Retirement Plans.” He is the author of Is Your Pension Plan Measuring Up? and Real Estate Equity Investing for Benefits Fund and Operational Risk Management for Defined Contribution Plans. He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Read insights from Julian
-
August 16, 2024
State-Facilitated Retirement Savings Programs and Defined Contribution Plans
These auto-IRA programs help employees with retirement through participation and contributions, facilitating asset diversification and savings.
Topics covered: Retirement, Investment
-
May 23, 2023
ESG in Retirement Plans: Investment, Risk Management and Regulatory Considerations
What should retirement plans take into account when considering ESG investing within their plan’s fiduciary framework? Get answers in a new article.
Topics covered: Investment, Retirement, ESG
-
February 4, 2022
Trends in Public and Private Sector DC Plan Investment Menu Design, Costs and ESG Incorporation
Four investment trends for Public and Private Sector DC Plan Sponsors need to know.
Topics covered: Investment, Compliance, Insurance, ESG
Leadership
Julian Regan
Senior Vice President
Contact Julian
Julian is a Senior Vice President and the Public Sector Market Leader in Segal Marco Advisors’ Boston office. He has over 30 years of investment industry experience. Julian serves on Segal’s Public Sector Leadership Group (PSLG) and Segal Marco Advisors’ Environmental, Social, and Governance (ESG) Committee. He helps to lead the firm’s initiatives in the public sector. He serves as lead investment consultant to international union, multiemployer, public sector and state and local government plan sponsors.
Prior to joining the firm, Julian served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, he served as Executive Director for the New York State Deferred Compensation Board, where he ran the State’s then $8 billion supplemental retirement plan and helped develop regulations that governed 250 local plans. Prior to that, Julian served as Assistant General Manager and Budget Director at the Massachusetts Bay Transportation Authority (MBTA); Deputy Secretary for Capital and Transportation Planning for the Commonwealth of Massachusetts; and Vice President, Retirement Risk at Fidelity Institutional Retirement Services Company. In addition, Julian is a former state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities.
Julian received his BSBA and MBA from Suffolk University and studied at Georgetown University.
Julian serves on the Executive Board of the National Association of Government Defined Contribution Administrators (NAGDCA). He previously served on the International Foundation of Employee Benefit Plans (IFEBP) Investment Management Committee and IFEBP’s Financial Education/Retirement Security Expert Panel.
Julian is a 2008 recipient of the IRS Tax-Exempt and Government Entities “Commissioner’s Award” and a 2004 “Plan Sponsor of the Year” award recipient. He is a former member of UNITE HERE, Local 26 (Boston).
Julian represents the firm at industry organizations, such as the National Conference on Public Employee Retirement Systems (NCPERS) for whom he co-authored Best Governance Practices for Public Retirement Systems. He also co-authored Segal’s “State-Facilitated Retirement Savings Programs and Defined Contribution Plans” and“ESG in Retirement Plans.” He is the author of Is Your Pension Plan Measuring Up? and Real Estate Equity Investing for Benefits Fund and Operational Risk Management for Defined Contribution Plans. He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Read insights from Julian
-
August 16, 2024
State-Facilitated Retirement Savings Programs and Defined Contribution Plans
These auto-IRA programs help employees with retirement through participation and contributions, facilitating asset diversification and savings.
Topics covered: Retirement, Investment
-
May 23, 2023
ESG in Retirement Plans: Investment, Risk Management and Regulatory Considerations
What should retirement plans take into account when considering ESG investing within their plan’s fiduciary framework? Get answers in a new article.
Topics covered: Investment, Retirement, ESG
-
February 4, 2022
Trends in Public and Private Sector DC Plan Investment Menu Design, Costs and ESG Incorporation
Four investment trends for Public and Private Sector DC Plan Sponsors need to know.
Topics covered: Investment, Compliance, Insurance, ESG
Leadership
Julian Regan
Senior Vice President
Contact Julian
Julian is a Senior Vice President and the Public Sector Market Leader in Segal Marco Advisors’ Boston office. He has over 30 years of investment industry experience. Julian serves on Segal’s Public Sector Leadership Group (PSLG) and Segal Marco Advisors’ Environmental, Social, and Governance (ESG) Committee. He helps to lead the firm’s initiatives in the public sector. He serves as lead investment consultant to international union, multiemployer, public sector and state and local government plan sponsors.
Prior to joining the firm, Julian served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, he served as Executive Director for the New York State Deferred Compensation Board, where he ran the State’s then $8 billion supplemental retirement plan and helped develop regulations that governed 250 local plans. Prior to that, Julian served as Assistant General Manager and Budget Director at the Massachusetts Bay Transportation Authority (MBTA); Deputy Secretary for Capital and Transportation Planning for the Commonwealth of Massachusetts; and Vice President, Retirement Risk at Fidelity Institutional Retirement Services Company. In addition, Julian is a former state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities.
Julian received his BSBA and MBA from Suffolk University and studied at Georgetown University.
Julian serves on the Executive Board of the National Association of Government Defined Contribution Administrators (NAGDCA). He previously served on the International Foundation of Employee Benefit Plans (IFEBP) Investment Management Committee and IFEBP’s Financial Education/Retirement Security Expert Panel.
Julian is a 2008 recipient of the IRS Tax-Exempt and Government Entities “Commissioner’s Award” and a 2004 “Plan Sponsor of the Year” award recipient. He is a former member of UNITE HERE, Local 26 (Boston).
Julian represents the firm at industry organizations, such as the National Conference on Public Employee Retirement Systems (NCPERS) for whom he co-authored Best Governance Practices for Public Retirement Systems. He also co-authored Segal’s “State-Facilitated Retirement Savings Programs and Defined Contribution Plans” and“ESG in Retirement Plans.” He is the author of Is Your Pension Plan Measuring Up? and Real Estate Equity Investing for Benefits Fund and Operational Risk Management for Defined Contribution Plans. He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Read insights from Julian
-
August 16, 2024
State-Facilitated Retirement Savings Programs and Defined Contribution Plans
These auto-IRA programs help employees with retirement through participation and contributions, facilitating asset diversification and savings.
Topics covered: Retirement, Investment
-
May 23, 2023
ESG in Retirement Plans: Investment, Risk Management and Regulatory Considerations
What should retirement plans take into account when considering ESG investing within their plan’s fiduciary framework? Get answers in a new article.
Topics covered: Investment, Retirement, ESG
-
February 4, 2022
Trends in Public and Private Sector DC Plan Investment Menu Design, Costs and ESG Incorporation
Four investment trends for Public and Private Sector DC Plan Sponsors need to know.
Topics covered: Investment, Compliance, Insurance, ESG
