Policy Forum #92

EBRI 2023 Spring Policy Forum 
May 11, 2023

20 F Street Conference Center
20 F Street, NW Washington, DC 20001

View the full agenda from the event!
View the slides

Session Replays:

• An Update From the Employee Benefits Security Administration
• Caregiving, Retirement Confidence, and Financial Security
• The Value and Tax Efficiency of Employment-Based Health Benefits
• Pop-Up Talks
• SECURE Acts: Moving From 1.0 to 2.0 and Closing Remarks

Event Speakers Included:

• Andy Banducci, Senior Vice President, Retirement and Compensation Policy, The ERISA Industry Committee
• Josh Bivens, Director of Research, Economic Policy Institute
• Nicky Brown, V.P., Advocacy and Government Affairs, HealthEquity
• Craig Copeland, PhD., Director, Wealth Benefits Research, Employee Benefit Research Institute
• Bill Evans, Attorney-Advisor, Benefits Tax Counsel’s Office, Office of Tax Policy, Department of the Treasury
• Paul Fronstin, PhD., Director, Health Benefits Research, Employee Benefit Research Institute
• Kurt Giesa, Partner, Oliver Wyman
• Lisa M. Gomez, Assistant Secretary for the Employee Benefits Security Administration, Department of Labor
• Cynthia Hutchins, Director of Financial Gerontology, Bank of America
• Nicholas Knab, President & CEO, OneBridge Benefits
• Barb Marder, President & CEO, Employee Benefit Research
• Devin Miller, CEO, SecureSave
• Mary Morris, CEO, Virginia529/ABLENow
• Helen Morrison, Deputy Benefits Tax Counsel, Office of Tax Policy, Department of the Treasury
• Karen Pollitz, Senior Fellow, Kaiser Family Foundation
• Jason Resendez, President & CEO, National Alliance for Caregivers
• Liz Varley, Senior Vice President, Federal Government Affairs, Ameriprise
  
• Brigen Winters, Principal, Chair Policy Practice, Groom Law Group