Health and Retirement Benefits in a Post Pandemic World. What Would You Like to Know?
Presenters
Kevin Malmud, Plan Manager, Island $avings Plan
Cleo Brown, Principal Consultant, ING Direct
Jasmyn Nakata, Vice President, Milestone Wealth Management
Derek Mizuno, Administrator, EUTF
Lori Kobayashi, General Profession – Membership Section, ERS
Presenter Bios
Kevin Malmud is the Plan Manager for Island $avings Plan, he has more than 32 years’ financial industry experience. He has provided relationship management and administration services to some of the nation’s largest defined contribution retirement plans, including those of several prominent Hawaii firms. After getting his start on Wall Street, Kevin began his career in the retirement field at Prudential Retirement before moving to Hawaii. He then worked with the Bank of Hawaii as a Team Leader and Senior Trust Officer for their retirement plan clients. After re-joining Prudential Retirement with the Island $avings Plan in 2013, he assumed the responsibilities of Plan Manager and Retirement Education Counselor. He holds a B.S. in Finance from Montclair State University, and the CEBS and CRC certifications.
Cleo Brown’s passion for team building and brand advocacy is rare in financial services. As Head of Café Operations and community affairs for ING Direct in the USA, she built a culture that put its cafes at the center of the brand’s national profile and made community outreach a pillar in its success. Before leaving her mark on America’s most successful online bank, Cleo acquired deep experience in multi-national financial service groups, in executiveposts at Custom House, Thomas Cook and Deak International.
Jasmyn Nakata co-founded Milestone Coach Advisory Services, now known as Milestone Wealth Management, in 2010 with her husband. Their vision was twofold: to help young leaders and families prepare for the potential challenges of paying for higher education, and to educate people of any age. Jasmyn serves as vice president of Milestone Wealth Management and has been a licensed insurance professional since 2015.
Derek Mizuno has been the Administrator for the Hawaii Employer-Union Health Benefits Trust Fund (EUTF) since January 2016 and was previously the Assistant Administrator from March 2014. The EUTF provides health benefits and life insurance to approximately 66,000 state and county employees, 50,000 state and county retirees and their 82,000 dependents. Mr. Mizuno was previously employed by Waterhouse, Inc., the Hawaii Government Employees Association, the Estate of Samuel Mills Damon and KPMG LLP. Mr. Mizuno graduated from Claremont McKenna College with a B.A. in Economics/Accounting.
Lori Kobayashi – As a Section Supervisor for the Employees’ Retirement System’s Benefits Section, we provide our membership with services to assist them with understanding and processing of their retirement benefits. I have been with the ERS since September 2008 in various positions.
