Kevin Crain, Managing Principal, Crain & Associates | Speaker

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 greater influence and impact in the Retirement Services industry, driving strategic growth, enhancing client engagement, and delivering top-tier retirement research solutions.

The former Chair of the Age Friendly NYC Commission, Kevin is currently an Advisory 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 Member of their 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.

Prior to 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.