Lavina Mehta
Lavina Mehta is vice president, goals-based solutions for Franklin Templeton Investment Solutions (FTIS). In this role, she is responsible for bringing Franklin Templeton’s goals-based solutions to market.
Most recently, Ms. Mehta was head of retirement solutions for FTIS, where she brought FTIS retirement solutions to clients and the consulting community. Prior to joining Franklin Templeton in 2022, Ms. Mehta was global retirement plans manager at Bechtel Global Corporation, where she oversaw $6.5B in retirement plan assets and led multiple initiatives to improve retirement outcomes for Bechtel employees. She was the inaugural chair of the Defined Contribution Institutional Investor Associations’ (DCIIA) Plan Sponsor Institute and an executive committee member, a 2019 ‘Plan Sponsor of the Year’ finalist by PLANSPONSOR Magazine, a 2019 winner of Pensions & Investments’ (P&I) Excellence and Innovation Award and has served on multiple client advisory boards. She is also a frequent speaker at P&I, DCIIA and Institutional Investor events on various defined contribution retirement topics.
Ms. Mehta holds a Bachelor of Science in management science from the University of Manchester Institute of Science and Technology (UMIST) in the U.K. She also holds the Chartered Financial Analyst (CFA), Certified Treasury Professional (CTP) and Retirement Management Advisor (RMA) designations.