EBRI-Milken Institute Retirement Symposium

Previous Years' Events:

Agenda:

8:15 a.m. – 9:00 a.m. — Breakfast

9:00 a.m. – 9:15 a.m. — Welcome and Introduction

9:15 a.m. – 9:30 a.m. — Fireside Chat

9:30 a.m. – 9:55 a.m. — 2026 Workplace Outlook: 11 Trends Shaping Future of Plan Design

9:55 a.m. – 10:40 a.m. — Panel Discussion: Innovations and FinTech Developments that Help Savers Help Themselves

10:40 a.m. – 11:00 a.m. — Networking Break

11:00 a.m. – 11:45 a.m. — Optimizing Retirement Accounts: HSA, Roth, In-Service Rollover, IRA, Lost Accounts

11:45 a.m. – 12:05 p.m. — EBRI Research Presentation and Table Dialogue: Intersection of Saving and Spending

Presentation by Craig Copeland, EBRI

12:05 p.m. – 1:00 p.m. — Lunch

1:00 p.m. – 1:15 p.m. — Generational Wealth: EBRI Research Presentation

1:15 p.m. – 2:00 p.m. — Designing for Equity: Advancing Industry Advice and Products for Women’s Retirement Security

2:00 p.m. – 2:20 p.m. — Global Retirement/Longevity

2:20 p.m. – 3:05 p.m. — Ways Forward for Social Security

3:05 p.m. – 3:30 p.m. — Networking Break

3:30 p.m. – 4:15 p.m. — Enabling Executive Order on Alternative Assets for 401(k) Investors

4:15 p.m. – 5:00 p.m. — Defaults and Glidepaths in the Age of Longevity

5:00 p.m. Closing Remarks

Thank you to our Sponsors!