Petros Koumantaros

Speaking and appearances

Contributing to the public conversation

Petros is a regular speaker at industry conferences and professional societies.

Testimony

Petros contributes to the public conversation on expanding retirement coverage. He has testified on enhancing retirement and savings in America before the U.S. Senate Health, Education, Labor and Pensions Committee. The hearing page carries the full video and the written testimony of each witness, and his oral testimony begins at the 34-minute mark. He has contributed recommendations to the Advisory Council on Employee Welfare and Pension Benefit Plans. In Washington State, he has testified before both the House of Representatives and the Senate in support of legislation aimed at expanding retirement plan coverage.

Petros Koumantaros testifying at the witness table before the U.S. Senate HELP Committee
Testifying before the U.S. Senate HELP Committee, March 2022.

Appearances

Daybright Financial Announcement

On August 1, 2025, Spectrum Pension Consultants and its family of companies, which includes: GROUPIRA, Incentive Benefits, Integrity Pension Services, ProTPA, and Qualified Pension Consultants became part of Daybright Financial. Watch this short video about the background to the acquisition, and learn more about the rich legacy of Spectrum Pension Consultants.

SAVVY Mini Series

Society does a lackluster job teaching young people about money and financial concepts, but there are solutions. Faith Teope invited Petros to the SAVVY investigative mini series podcast to discuss financial literacy and Petros’s approach to educating young people about money. Everyone uses money regardless of career path, so shouldn’t we do more to teach young people about it? Tune in and share your thoughts!

Retireholi(k)s Wealth@Wor(k)

Live from the floor of the Wealth@Work Conference on October 16, 2023, Petros joined the Retireholi(k)s to discuss Pooled Employer Plans, Multiple Employer Plans, and the ways AI may change 401(k) plans. What can be more fun than a group of financial services professionals drinking beers and discussing 401(k) Plans in front of a live audience!?!?

AI and ChatGPT in Financial Services

Petros appeared as a guest on the Wealth@Wor(k) Podcast hosted by Ross Marino and Advisors2X to discuss artificial intelligence bots, including ChatGPT. This podcast episode previewed Petros’s Workshop at the Wealth@Wor(k) Conference, which focused on generative AI chatbots and how they might transform financial services.

FIS Impact Award

The FIS Impact Awards recognize organizations that are using FIS technology in innovative ways to better serve their customers and drive tangible business results. One of Petros’s companies was recognized for its innovative use of FIS technology to simplify origination and servicing of individual retirement accounts (IRAs).

Selected Writing

Press and Profiles

If you’d like to invite Petros to speak, collaborate on retirement coverage initiatives, or discuss workplace retirement plans, reach out.