Marina Edwards

Founder, Marina Retirement, LLC

Contact Information
Marina Retirement, LLC
3669 Rivercrest Rd.
McFarland, WI 53558
Phone: 608-770-7658
Email: marina@marinaretirement.com
Marina Edwards is the founder of Marina Retirement, LLC, a boutique ERISA retirement consulting business located in Madison, WI. Marina applies her 30+ years of defined contribution plan expertise to conduct fiduciary training, compliance reviews, vendor searches, fee benchmarking and other strategic projects (i.e., merger and acquisition due diligence and strategy) to plan sponsors and advisors. Prior to starting her own firm in 2022, Marina served as Invesco’s Institutional Senior DC Strategist, and 20 years at Willis Towers Watson as a Senior DC Consultant in the Benefits, Advisory & Compliance group where she primarily served clients having DC plans with +$1B AUM. Throughout her career, Marina has advised many large employers across a wide range of industries including health care, higher education, financial services, utility, food and beverage, pharmaceutical, oil and gas, and manufacturing. She is a recognized guest speaker for numerous national DC conferences and has been quoted in such publications as The Wall Street Journal, USA Today, Pensions & Investments, U.S. News & World Report and Workforce Management.

Connections:

Corporate DB/DC Expert Witness General Management Government DB/DC Investment Nonprofit DC

Strategic DC Plan Design in a Post-SECURE 2.0 World 2023 CCA Annual Meeting (October 18, 2023)

DC Plan Design and Compliance Testing 2023 Enrolled Actuaries Conference (May 03, 2023)

Plan Mergers and Spinoffs for DB and DC Plans (Frozen and Active Plans) 2022 CCA Annual Meeting (October 18, 2022)

Cyber Risk: Understanding Business and Industry Risks 2021 CCA Annual Meeting (October 25, 2021)

Dynamics of Choice 2018 CCA Annual Meeting (October 22, 2018)

Innovations in DC Plans 2017 CCA Annual Meeting (October 25, 2017)

World Class DC Plans 2016 CCA Annual Meeting (October 24, 2016)

The Insider's View on DC Plan Vendors and the Future of Retirement 2015 CCA Annual Meeting (October 27, 2015)

The Value of Financial Education and Wellness 2014 CCA Annual Meeting (October 22, 2014)

DC Design 2013 CCA Annual Meeting (October 21, 2013)

DC Plans- The Accumlation Phase 2012 CCA Annual Meeting (October 21, 2012)

World Class DC Plans- Trends and Emerging Practices 2011 CCA Annual Meeting (October 25, 2011)