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EBRI

Policy Forums

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September 2025 Policy Forum #95

2025 Fall Policy Forum Series
September 16–18, 2025

Day 1: Policy Shifts and Innovation in Employer-Provided Health Benefits

Day 2: Adapting to Realignment: How Employers Are Responding to Shifting State and Federal Responsibilities

Day 3: Policy Developments and Innovation in Retirement Benefits

Event Agenda:

 

Tuesday, September 16th: Policy Shifts and Innovation in Employer-Provided Health Benefits
The first session discussed employer-provided mental health benefits, including access, utilization, and impact. The second discussion addressed the expanding opportunities for health savings accounts to improve long-term financial security via policy levers, such as expanded pre-deductible coverage, expanding eligibility, and increasing contribution limits.

Mental Health Panel Speakers:

HSA Panel Speakers:

Special Guests:

Wednesday, September 17th: Adapting to Realignment: How Employers Are Responding to Shifting State and Federal Responsibilities
As some states implement or explore programs like auto-IRAs, paid family medical leave, and long-term care financing, employers face increasing complexity in meeting benefit expectations across jurisdictions. This event session explored how shifting responsibilities from federal to state governments — including the implications of Medicaid cuts — are impacting employee benefit programs.

Speakers:

Thursday, September 18th: Policy Developments and Innovation in Retirement Benefits
Policy developments and innovation in the retirement industry, including new products that provide guaranteed retirement income as well as private market investments in 401(k) plans, need to account for the varied career paths of workers and their capability to make financial decisions. New research was presented about job changes and retirement plan participation, which is important context for understanding the impact of these developments, including the challenge of workers having various career paths. Panelists from the industry discussed various methods that are being used to address these two important policy developments. Lastly, an event wrap-up discussion concluded the session.