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EBRI

EBRI 2022 Retirement Summit

RetirementSummit
Joined by representatives of the U.S. Department of Labor and the U.S. Chamber of Commerce, the Employee Benefit Research Institute hosted a full-day Retirement Summit on December 1, 2022. The event convened high-ranking thought leaders in the retirement industry, and employers, consultants, policymakers, regulators, and academics to tackle the important challenge of creating a more integrated, equitable, and effective U.S. retirement system.

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.

Agenda

 

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

  • Neil Bradley, Chief Policy Officer, U.S. Chamber of Commerce
  • Lori Lucas, President & CEO, Employee Benefit Research Institute
  • Pablo Antolin, Principal Economist at the Private Pension Unit of the OECD Financial Affairs Division

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

Speakers:

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

Speakers:

  • Dan Laszlo, Chief Executive Officer, Millennium Trust
  • Steve Neeleman, Vice Chairman and Founder, HealthEquity
  • Dimitra Hannon, Global strategist, Benefits Leader, Total Rewards, Mergers and Acquisitions, Boeing
  • Punam Keller, Charles Henry Jones Third Century Professor of Management; Faculty Director, Center for Business, Government, & Society, Tuck School of Business at Dartmouth

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

Speakers:

  • Anne Ackerley, Managing Director, Head of BlackRock's Retirement Group, BlackRock
  • Dan Houston, Chairman, CEO, and President, Principal
  • Ken Mungan, Chairman of the Board, Milliman
  • Rich Nuzum, President, Investments and Retirement, Mercer

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