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
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.
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.
Agenda:
8:15 a.m. – 8:45 a.m. — Breakfast & Registration
8:45 a.m. – 9:00 a.m. — Welcome and Introduction
- Barbara Marder, President and CEO, EBRI
- Michael Piwowar, Executive Vice President, MI Finance, Milken Institute
9:00 a.m. – 9:45 a.m. — Generative AI and Large Language Models: Opportunities, Risks, and its Use in Finance
- Sri Krishnamurthy, CEO, QuantUniversity
9:45 a.m. – 10:30 a.m. — Innovations and FinTech Developments That Can Enhance Financial Security, Retirement Planning, and Spending Down Assets
- Tyler End, CEO, Retirable
- Kevin Nazemi, Founder & CEO, Charlie
- Yon Perullo, CEO, RiXtrema, Inc
- Laurel Taylor, Founder & CEO, Candidly
- Moderator: Eric Stevenson, President, Nationwide Retirement
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
- Josh Jessup, GM Global Retirement and Financial Wellness, Delta
- Justin Roberts, Principal, Global Financial Health, Amazon
- Chantel Sheaks, Vice President, Retirement Policy, US Chamber of Commerce
- Moderator: Alison Mintzer, Head of ISS Media, PLANSPONSOR
11:45 a.m. – 12:15 p.m. — Lunch Served
12:15 p.m. – 1:00 p.m. — Lunchtime Session: C-Suite View
- Ken Mungan, Chairman, Milliman
- Ed Murphy, President and CEO, Empower
- Jon Kessler, President and CEO, HealthEquity
- Moderator: Stephanie Dhue, Senior Producer, CNBC
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
- John Hope Bryant, CEO and Founder, Operation HOPE
4:45 p.m. – 5:00 p.m. — Closing Remarks
- Cheryl Evans, Director, Lifetime Financial Security, MI Finance, Milken Institute
- Barbara Marder, President and CEO, EBRI
Thank you to our Sponsors!
