EBRI May 2014 Policy Forum #74

"Crisis" Management: Uncertainty and the Workplace


Speaker biographies

Agenda and Presentations

Setting the Stage: Research Perspectives from EBRI

PANEL 1: Never Let a Retirement Crisis Go to Waste: What's Broken, What's Not, and What to Do About It (or Not)
Moderator: Jack VanDerhei (EBRI)

  • Peggy Collins (Bloomberg)
  • Doug Fisher (Fidelity)
  • Sarah Holden (ICI)
  • Diane Oakley (NIRS)

Networking Break

PANEL 2: Be Careful What You Wish For: The Impact of the ACA on Employment-Based Health Benefits
Moderator: Paul Fronstin (EBRI)

  • Joe Antos (AEI)
  • Chris Jennings (Jennings Policy Strategies, Inc. and Former Deputy Assistant to the President for Health Policy)
  • Noam Levey (LA Times)

PANEL 3: Healthy, Wealthy, and Why - In the Midst of Uncertainty, Can Financial Wellness Work?
Moderator: Nevin Adams (EBRI)

  • Kent Allison (PwC)
  • Suzanna de Baca (Ameriprise)
  • Liz Davidson (Financial Finesse)
  • Mary Beth Franklin (Investment News)
  • Joleen Workman (Principal)

Closing Remarks - Nevin Adams (EBRI)

Policy Forum Supplementary Materials:

Summing Up The Retirement Crisis

Employers and Health Plans: Panelists Don't See ACA Exodus

Combined Retirement, Health Accounts on Horizon

Financial Wellness Trend Gives Advisers an Opening