2023 Financial Wellbeing Symposium

October 3, 2023

Morgan Lewis Offices
1111 Pennsylvania Ave, NW
Washington, DC 20004

Agenda:

9:30 a.m. – 10:30 a.m. — Breakfast & Networking

10:30 a.m. – 10:50 a.m. — Welcome & EBRI’s 2023 Financial Wellbeing Employer Survey

• Barbara Marder, EBRI

• Craig Copeland, EBRI
  

10:50 a.m. – 11:40 a.m. — Closing the Employer–Employee Gap on Financial Wellness

This session will feature discussion on the differing perspectives between employers and employees on the awareness, purpose, and efficacy of financial wellbeing programs. Panelists will share their own research and provide actionable insights on how to close these gaps to improve financial wellbeing for employees.

• Lisa Margeson, Bank of America

• Jeff Miller, nudge Global

• Maria Behrens, Goldman Sachs

• Jake Spiegel, EBRI (Moderator)

11:40 a.m.–12:00 p.m. — Fireside Chat With Michelle Singletary

12:00 p.m.–12:50 p.m. — Networking Lunch

12:50 p.m. – 1:40 p.m. — (How) Can SECURE Provisions Contain and Manage Financial Stress?
How do SECURE 2.0 provisions address financial stress related to spending volatility, and what are employers planning for implementation? Panelists will discuss their expectations for adoption and how to extend the intent of provisions to be more inclusive of diverse financial situations.