Topics of the Summit were: 1) improving individuals’ access to the retirement system; 2) reducing leakage from the retirement system; and 3) helping people spend down their assets in retirement; 4) improving the investment outcomes for American workers within the retirement system.
8:30 a.m. to 8:50 a.m. — Breakfast
In-Person & Live-Streamed Public Sessions:
8:50 a.m. to 9:30 a.m. — Kick-Off and Intro: Outlining the Challenge
9:30 a.m. to 10:30 a.m. — Big Ideas Panel 1: Access to the System
How do we broadly re-envision the structure of the private and public retirement systems so that together they cover American workers—including self-employed workers?
Moderator: Suzanne Woolley, Bloomberg
10:30 a.m. to 11:30 a.m. — Big Ideas Panel 2: Leakage From the System
How do we address leakage from the retirement system through loans, withdrawals, and cashouts, including the larger financial wellness needs of American workers, including debt, medical expenses, and emergency savings?
Moderator: Robert Powell, finStream.tv
11:30 a.m. to 12:00 p.m. — Break
12:00 p.m. to 1:00 p.m. — Big Ideas Panel 3: Spending in Retirement
How do we tackle the needs of a growing population of retirees as they draw down from the retirement system?
Moderator: Anne Tergesen, Wall Street Journal
1:00 p.m. to 2:00 p.m. — Networking Lunch & Ray Lillywhite Awards: Senators Portman and Cardin; Eric Stevenson, President of Nationwide Retirement as Moderator