Julian Regan
Senior Vice President
Mr. Regan is the Public Sector Market Leader and a Senior Vice President in Segal Marco Advisors’ Boston office.
Prior to joining the firm, Mr. Regan served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, Mr. Regan 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. He also served as a state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities (ACT) and Budget Director for the Massachusetts Bay Transportation Authority (MBTA).
Mr. Regan 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 member of the International Foundation of Employee Benefit Plans (IFEBP) Financial Education/Retirement Security Expert Panel and Investment Management Committee.
Mr. Regan is co-author of the National Conference on Public Employee Retirement Systems (NCPERS) Best Governance Practices for Public Retirement Systems and author of Is Your Pension Plan Measuring Up? He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Mr. Regan received his BSBA and MBA from Suffolk University and studied at Georgetown University.
Read insights from Julian
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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
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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
Mr. Regan is the Public Sector Market Leader and a Senior Vice President in Segal Marco Advisors’ Boston office.
Prior to joining the firm, Mr. Regan served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, Mr. Regan 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. He also served as a state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities (ACT) and Budget Director for the Massachusetts Bay Transportation Authority (MBTA).
Mr. Regan 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 member of the International Foundation of Employee Benefit Plans (IFEBP) Financial Education/Retirement Security Expert Panel and Investment Management Committee.
Mr. Regan is co-author of the National Conference on Public Employee Retirement Systems (NCPERS) Best Governance Practices for Public Retirement Systems and author of Is Your Pension Plan Measuring Up? He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Mr. Regan received his BSBA and MBA from Suffolk University and studied at Georgetown University.
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
Mr. Regan is the Public Sector Market Leader and a Senior Vice President in Segal Marco Advisors’ Boston office.
Prior to joining the firm, Mr. Regan served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, Mr. Regan 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. He also served as a state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities (ACT) and Budget Director for the Massachusetts Bay Transportation Authority (MBTA).
Mr. Regan 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 member of the International Foundation of Employee Benefit Plans (IFEBP) Financial Education/Retirement Security Expert Panel and Investment Management Committee.
Mr. Regan is co-author of the National Conference on Public Employee Retirement Systems (NCPERS) Best Governance Practices for Public Retirement Systems and author of Is Your Pension Plan Measuring Up? He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Mr. Regan received his BSBA and MBA from Suffolk University and studied at Georgetown University.
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
Mr. Regan is the Public Sector Market Leader and a Senior Vice President in Segal Marco Advisors’ Boston office.
Prior to joining the firm, Mr. Regan served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, Mr. Regan 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. He also served as a state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities (ACT) and Budget Director for the Massachusetts Bay Transportation Authority (MBTA).
Mr. Regan 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 member of the International Foundation of Employee Benefit Plans (IFEBP) Financial Education/Retirement Security Expert Panel and Investment Management Committee.
Mr. Regan is co-author of the National Conference on Public Employee Retirement Systems (NCPERS) Best Governance Practices for Public Retirement Systems and author of Is Your Pension Plan Measuring Up? He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Mr. Regan received his BSBA and MBA from Suffolk University and studied at Georgetown University.
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
Mr. Regan is the Public Sector Market Leader and a Senior Vice President in Segal Marco Advisors’ Boston office.
Prior to joining the firm, Mr. Regan served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, Mr. Regan 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. He also served as a state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities (ACT) and Budget Director for the Massachusetts Bay Transportation Authority (MBTA).
Mr. Regan 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 member of the International Foundation of Employee Benefit Plans (IFEBP) Financial Education/Retirement Security Expert Panel and Investment Management Committee.
Mr. Regan is co-author of the National Conference on Public Employee Retirement Systems (NCPERS) Best Governance Practices for Public Retirement Systems and author of Is Your Pension Plan Measuring Up? He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Mr. Regan received his BSBA and MBA from Suffolk University and studied at Georgetown University.
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
