Kevin Crain is an accomplished and highly respected Retirement Services and Financial Wellness Expert with more than 40 years of experience in roles of progressively more significant influence and impact in the Retirement Services industry, driving strategic growth, enhancing client engagement, and delivering top-tier retirement research solutions. With broad leadership experience across all business areas, he is an influential advisor, board member, thought leader, industry events speaker, and public policy advocate in employee financial wellness, retirement savings, retirement public policy, employee benefits utilization trends, and longevity. Kevin is currently the Executive Director of the Institutional Retirement Income Council, a Senior Advisor with McKinsey, a Senior Advisor with the Milken Institute, a Council Member with the Global Coalition on Aging Advisory Council, and a Visiting Executive for the Gerontological Society of America. He is also an Honorary Member of the Defined Contribution Institutional Investment Association (DCIIA) and a Member of its Public Policy Committee. Until August 2023, Kevin was with Bank of America Merrill Lynch for nearly 20 years in senior leadership positions in the Retirement Services sector, culminating in the role of Head of Retirement Research, leading a team of thought leaders and public policy experts focused on retirement and longevity research. The team published many reports, including Workplace Benefits, Participant Pulse, Financial Life Benefits Impact, Caregiving briefs, the Longevity Economy, and Retirement Benefits Gender Lens studies. They also championed diversity and inclusion by publishing highly progressive studies such as Menopause & the Workplace, Women’s Financial Well-Being, Financial Wellness of Caregivers, Mental Health & the Workplace, and Neurodiversity in the Workplace. Kevin also served three years as Chair of the New York City Age Friendly Commission. Before this, Kevin was Head of Enterprise Financial Solutions, where he spearheaded a team of Enterprise Specialists focused on delivering Bank of America solutions to corporate plan sponsors and employees, working closely with Bankers, Advisors, and local Bank Market Presidents. Solutions included benefits plans, financial wellness programs, banking products, wealth management services, and employee education programs. As Head of Workplace Solutions, he created and led a new team of Specialists to partner with Commercial Bankers to deliver retirement benefits and financial wellness to companies and their employees. Previously, Kevin was Head of Institutional Retirement, leading the Institutional Retirement business for corporate retirement services offered including 401(k), Defined Benefit, Equity Compensation, Non-Qualified Deferred Compensation and Healthcare Savings, servicing over 1,500 corporate clients totaling close to 5 million employees. A public speaker and panel moderator at industry conferences, and with significant media visibility, having given numerous media interviews to major outlets, Kevin’s career started as an Analyst at Chase Manhattan Bank and then Client Relationship Management with Bankers Trust, entering the retirement sector with Fidelity Investments before becoming Head of 401(k) Operations with Putnam Investments.

⟵ Back to Advisory Board