Policy Forums
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December 2024 Policy Forum #94
2024 Winter Policy Forum
Thursday, December 5, 2024
National Housing Center
1201 15th St., N.W.
Washington, D.C. 20005
Agenda
8:30 a.m. – 9:00 a.m. — Coffee & Registration
9:00 a.m. – 9:10 a.m. — Welcome
- Barb Marder, President and CEO, Employee Benefit Research Institute
9:10 a.m. – 9:30 a.m. — Recognition of EBRI Lifetime Achievement Award Winners
- Hon. Phyllis C. Borzi, Former Assistant Secretary, U.S. Department of Labor
- Mark Iwry, Nonresident Senior Fellow — Economic Studies, Urban-Brookings Tax Policy Center
9:30 a.m. – 9:40 a.m. — EBRI Research Presentation: How Social Security and the Private Retirement System Work Together to Provide Retirement Income
- Craig Copeland, Director of Wealth Benefits Research, Employee Benefit Research Institute
9:40 a.m. – 10:15 a.m. — The Importance of Social Security and the Private Retirement System for Retirees
This panel will discuss how both Social Security and the private retirement system are vital for American retirees and how any future changes to the overall retirement system should consider how they work together to provide retirement income.
- Will Hansen, Chief Government Affairs Officer, American Retirement Association
- Michael Doshier, Senior Retirement Strategist, T. Rowe Price
- Peter Kapinos, Head of Workplace and Investment Marketing, Empower
- Moderator: Craig Copeland, Director of Wealth Benefits Research, Employee Benefit Research Institute
10:15 a.m. – 10:25 a.m. — EBRI Research Presentation: Spending in Retirement Survey Highlights
- Bridget Bearden, Research and Development Strategist, Employee Benefit Research Institute
10:25 a.m. – 10:45 a.m. — Networking Break
10:45 a.m. – 11:00 a.m. — The WISH Act
The Well-Being Insurance for Seniors to be at Home, or WISH Act, is a bill to create federal catastrophic long-term care insurance for older adults.
- Congressman Tom Suozzi (NY-03)
11:00 a.m. – 11:40 a.m. — Innovative State and Employer Approaches to Long-Term Care Financing
- Ben Veghte, Director, WA Cares Fund
- Robert Eaton, Actuary, Milliman
- Lynn White, President & Chief Executive Officer, CareScout Insurance
- Moderator: Bridget Bearden, Research and Development Strategist, Employee Benefit Research Institute
11:40 a.m. – 11:50 a.m. — EBRI Research Presentation: Resilience of Employment-Based Health Benefits
- Paul Fronstin, Director of Health Benefits Research, Employee Benefit Research Institute
11:50 a.m. – 12:30 p.m. — Policy Issues in Health Benefits — The Election, Tax Reform, Drug Pricing, Transparency, Site Neutrality, and ERISA Threats
- Tracy Watts, Senior Partner, US Leader for Healthcare Policy, Mercer
- Adam Beck, Senior Vice President of Commercial Product & Employer Policy, AHIP
- Garrett Hohimer, Vice President, Public Policy and Advocacy, Business Group on Health
- Moderator: Marilyn Serafini, Executive Director Health Policy, Bipartisan Policy Center
12:30 p.m. — Live Stream Ends
12:30 p.m. – 1:00 p.m. — Retirement and the Policy Agenda Ahead
- Moderator: Jillian Enoch, Director, Public Policy, Fidelity Investments
1:00 p.m. — Closing Remarks & Boxed Lunch