EBRI December 2003 Policy Forum #54

Assessing Future Retirement Security with the Results of the EBRI/ERF Retirement Security Projection Model


Policy Forum Agenda

Speaker Biographies

Policy Forum Presentations:

Introduction: Dallas Salisbury, EBRI

  • Reasons for development of the model
  • Areas that will be challenged if tomorrow's elderly have inadequate income

Projections of Future Retirement Income Adequacy:
Jack VanDerhei, Temple University and EBRI Fellow, and Craig Copeland, EBRI

  • What if no policies change
  • What if Social Security is reformed
  • What if people access housing wealth in retirement

Retiree Health and Long-Term Care Expenditures: Changes Ahead?

  • Medicaid (implications of proposed or potential changes in structure and financing): Diane Rowland, Kaiser Family Foundation
  • Medicare (implications of proposed or potential changes in coverage and in Part B costs): Cathy Schoen, Commonwealth Fund
  • Implications for state budgeting: George Naughton, Senior Analyst, Oregon
  • Supplemental health coverage for retirees: Paul Fronstin, EBRI
  • Long-term care (including long-term care insurance): Robert Friedland, Georgetown University, Center on an Aging Society

Policy Levers for Changing Retiree Well Being:

  • Tax policy: J. Mark Iwry, Esq., Non-Resident Senior Fellow, The Brookings Institution
  • Private-sector retirement benefits policy for large employers: Chris Bone, Aon Consulting
  • Private-sector retirement benefits policy for small employers: Chris Bowman, Principal Financial Group
  • Employment policies: Charles Tharp, Rutgers University
  • Public-sector entitlements: Harriette Chandler, Massachusetts State Senate
  • Insurance products: Nicholas Latrenta, MetLife
  • Women's issues: Sheryl Ruzek, Temple University

Synthesis of the day's events: Dan Fox, Milbank Memorial Fund


February 2004 EBRI Issue Brief: Americans' Future Retirement Security: Implications of the EBRI-ERF Retirement Security Projection Model