Join Us!

WISER Forum, in partnership with ACLI, ASPPA, ASR, iOMe Challenge and PAi

Expanding Savings & Retirement Opportunities:
Dialogue Inside and Outside the Beltway

Thursday, July 12, 2012

3:00-5:15pm – Forum (7th Floor)
5:15-7:00pm – Reception (9th Floor Rotunda)

Capitol View Conference Center
101 Constitution Avenue NW
Washington, DC

This forum will provide a retrospective on savings and retirement in the U.S, examine the realities of retirement today from multiple industry perspectives, and look ahead at what regulatory and legislative changes are on the horizon.

The reception following the forum will honor Virginia Tech students who won the 2011-2012 iOMe award for their essay and video on the nation's retirement.

Please RSVP with your email, name, and contact information to info@wiserwomen.org.
For any questions, please call 202-393-5452.

 

FORUM AGENDA

 

 

3:00-3:05pm      Welcome and Opening Introductions, Cindy Hounsell, WISER

 

3:05-3:45pm      Panel I: Realities Today

Setting the Stage: Judy Miller, ASPPA

Small Business Plans: Michael Kiley, PAi

MEPs: Judy Dougherty, VP Prudential's Strategic Initiatiaves

Employer Best Practices: Edward Ferrigno, Plan Sponsor Council of America

 

3:45-4:30pm      Panel II: A Retrospective on Savings and Retirement

Michael Davis, Deputy Asst. Secretary, Employee Benefits Security Administration at the Department of Labor

Dialogue/Moderator: Dallas Salisbury, American Savings Education Council (ASEC)

Aliya Wong, U.S. Chamber of Commerce

The iOMe Challenge Award Winners from Virginia Tech University: Jamie Kerr, Matt Maranowski, Paula Craun Martin, and Allison Perdue with Prof. Hyrum Smith (student advisory)

 

iOMe Challenge Question:

Why do people today feel it is much harder to engage in financial savings than earlier generations when, on average, the earlier generations were much poorer than today? What would you propose as a solution to change and increase savings rates.

 

Click here to read the winning team's essay and watch their video.

 

4:30-5:15pm     Panel III: "Will There Be Action?"

 

Moderator: Alane Dent, ACLI

Thomas Reeder, Senate Finance Committee; Preston Rutledge, Senate Finance Committee; Greg Dean, Seante HELP Committee; Joel Eskovitz, Senate Aging Committee; Aharon Friedman, House Ways and Means Committee; Michele Varnhagen, House Education and Workforce Committee; Kara Getz, Office of Rep. Richie Neal; Kelli Briggs, Office of Rep. Pat Tiberi.

 

5:15-7:00pm Reception

 

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