Your Financial Future:
WISER 2015 Forum
Expanding Savings & Retirement Opportunities: Federal and State Solutions for the Generations
A forum hosted by the Women's Institute for a Secure Retirement
EVENT MATERIALS (See Below)
This forum featured the iOme Challenge winning team of college students who discussed their advisory paper in response to this year's challenge questions. The iOme Challenge encourages students to challenge status quo thinking about the current state of retirement and propose viable policy recommendations.
This year's teams were asked to develop research-based indicators and a system for ranking the 50 states on how well they are prepared to handle the retirement of the Millennial generation in 2040. The 2014-2015 winning team is from Northeastern University. Read the team's winning essay and watch their video. A summary of the essay is also available.
A keynote speaker and panel of administration and congressional staff leaders also discussed current legislative proposals. A reception followed honoring the iOme Challenge winners.
Special thank you to our event partners and sponsors: American Council of Life Insurers, PAi, iOme Challenge, American Retirement Association, Consumer Financial Protection Bureau, Financial Services Roundtable (reception sponsor).
THURSDAY, JUNE 25, 2015
Forum: 2:00 - 5:30pm
Reception: 5:30 - 7:30pm
CAPITOL VIEW CONFERENCE CENTER
101 Constitution Avenue NW
Washington, DC 20001
Invited participants included experts from women's and aging organizations, the financial and retirement communities, policy organizations, and government agencies.
EVENT MATERIALS and RELATED RESEARCH:
"Actionable Insights for The Mobile Workforce: Portability Solutions Key to Improving Retirement Outcomes, Identifying Significant Gender Differences," Presentation by Spencer Williams, Retirement Clearinghouse
American Savings Education Council, A Teachable Moment: Younger Workers and Social Security (2015 press release)
EBRI, 2015 Retirement Confidence Survey Fact Sheet #8, Do Younger Workers Believe Social Security Benefits Will Be a Source of Income in Their (And Their Spouse's) Retirement?
Ameriprise Financial, Women and Financial Power study (June 2014)
TIAA-CREF Institute, Trends and Issues (October 2013), Engaging Early-Career Workers in Their Financial Well-Being
TIAA-CREF Institute, Global Financial Literacy Excellence Center, College-Educated Millennials: An Overview of Their Personal Finances (February 2014)
Voya Financial's Retirement Research Institute, Millennials: Back to the Future, How living through both fruitful and frugal times has affected the outlook of today's younger workers (2015)
Fidelity Investments, 5 Myths About Millennials (2014)
State map of the status of Retirement Bills (courtesy of the American Retirement Association)
Financial Services Roundtable's SAVE 10 Initiative