EBRI-Milken Institute 2024 Retirement Symposium

"Planning for Innovation and Impact"

Date: Tuesday, January 23, 2024
Time: 8:00 AM – 5:00 PM Eastern Time
Location: The REACH at the John F. Kennedy Center for the Performing Arts
2700 F St NW, Washington, District of Columbia, 20566

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Symposium participants and attendees will:

  • Learn about developments in generative AI and the related practical, policy and ethical implications.
  • Discover FinTech and AI products and solutions that can be used by the retirement industry to enhance retirement planning and encourage saving.
  • Gain insights on how SECURE 2.0 provisions may impact retirement income adequacy based on EBRI’s Retirement Security Projection Model (RSPM).
  • Hear about the Milken Institute’s Lifetime Financial Security Program Report - Shifting the Retirement Paradigm: Moving Towards Lifetime Financial Security.
  • Consider ways to enhance equity in retirement savings.
  • Participate in roundtable discussions to identify impactful public policies and private-sector solutions to improve long-term financial security for all Americans.
Event Mission:
The 2024 EBRI-Milken Institute Retirement Symposium will convene high-ranking thought leaders in the retirement industry, including financial firm experts, employers, consultants, policymakers, and regulators, to discuss innovative solutions and impactful policy actions to create a more integrated, equitable, forward-looking, engaging, and effective US Retirement System.


8:15 a.m. – 8:45 a.m. — Breakfast & Registration

8:45 a.m. – 9:00 a.m. — Welcome and Introduction

9:00 a.m.  – 9:45 a.m. — Generative AI and Large Language Models: Opportunities, Risks, and its Use in Finance

9:45 a.m. – 10:30 a.m. — Innovations and FinTech Developments That Can Enhance Financial Security, Retirement Planning, and Spending Down Assets

10:30 a.m. – 10:45 a.m. — Networking Break

10:45 a.m. – 11:45 a.m. — Plan Sponsor View — Supporting Employee Financial Wellness

11:45 a.m. – 12:15 p.m. — Lunch Served

12:15 p.m. – 1:00 p.m. — Lunchtime Session: C-Suite View

1:00 p.m. – 1:35 p.m. — Research Presentations: Discussions of EBRI and Milken Institute Research

  • Introduction by: Michael Miller, Managing Director and Head of DC Solutions, PGIM
  • Craig Copeland, Director, Wealth Benefits Research, EBRI
  • Cheryl Evans, Director, Lifetime Financial Security, MI Finance, Milken Institute

1:35 p.m. – 2:15 p.m. — Policy Update From Former Capitol Hill Staff

  • Kenda Kosko Isaacson, Principal at Mindset
  • Moderator: Michael Piwowar, Executive Vice President, MI Finance, Milken Institute

2:15 p.m. – 2:35 p.m. — Thoughts on U.S. Social Security Policy Issues

  • Kilolo Kijakazi, Deputy Commissioner, Office of Retirement and Disability Policy, U.S. Social Security Administration

2:35 p.m. – 3:00 p.m. — Networking Break

Note: Livestream will be paused until the 4:15 Keynote

3:00 p.m. – 3:40 p.m. — Breakout Discussions

3:40 p.m. – 4:15 p.m. — Breakout Reports

4:15 p.m. – 4:45 p.m. — Financial Fluency and Equity in Saving for All: The Path to Hope and Prosperity

4:45 p.m. – 5:00 p.m. — Closing Remarks

Thank you to our Sponsors!

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2 5 EBRI - Sponsor Logos 9
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This event is an external rental presented in coordination with the Kennedy Center Campus Rentals Office and is not produced by the Kennedy Center.