2023 Financial Wellbeing Symposium

October 3, 2023

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

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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

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• Barbara Marder, EBRI

• Craig Copeland, EBRI
  

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

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This session featured discussion on the differing perspectives between employers and employees on the awareness, purpose, and efficacy of financial wellbeing programs. Panelists shared 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

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

Afternoon Session: Partners-Only Sessions

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 discussed their expectations for adoption and how to extend the intent of provisions to be more inclusive of diverse financial situations.