Agenda:

Breakfast & Registration: 9:00 am – 9:55 am  

 

Welcome Remarks by AARP and the US Chamber of Commerce: 10:00 am – 10:15 am

  • Debra Whitman Ph.D., Chief Public Policy Officer, AARP  
  • Chantel Sheaks, VP, Retirement Policy, US Chamber of Commerce  

 

Panel 1: 10:15 am - 11:15 am 

Title: Dimensions of Retirement Savings: Understanding Health, Liquidity, and Decumulation Decisions 

Moderator:

  • Emerson Sprick, Associate Director, Economic Policy, Bipartisan Policy Center  

Panelists:   

  • Gopi Shah Goda, Ph.D., Director, Retirement Security Project, The Brookings Institution  

  • Manita Rao Ph.D., Senior Strategic Policy Advisor, Public Policy Institute, AARP; Nonresident Scholar, Center for Retirement Initiatives, Georgetown University 

  • Kelly Hahn, Head of Retirement Research, Vanguard

  • Brent Davis, Ph.D., Senior Economist, TIAA Institute  

 

Break: 11:15 am - 11:30 am 

 

Panel 2: 11:30 am – 1:00 pm 

Title: Employer and Provider Perspectives on Liquidity and Longevity  

Moderator:

  • Kevin Crain, Executive Director, Institutional Retirement Income Council Inc.  

Panelists:  

  • Kenneth E Levine, Executive Director, Global Retirement Strategy  

  • Kara Woolley, Head of Policy and Partnerships, Manifest  

  • Heidi Walsh, Managing Director, Asset &Wealth Management, Goldman Sachs

  • Elizebeth Myers, Ph.D., Senior Director of Thought Leadership, Bright Horizons

 

Lunch Panel: 1:00 pm – 1:30 pm  

 

Keynote Address: 1:30 pm – 2:00 pm  

  • Olivia Mitchell, Ph.D., Professor of Business Economics and Public Policy, Professor of Insurance and Risk Management, Executive Director, Pension Research Council, The Wharton School, University of Pennsylvania  

 

  • Moderator: Kai Walker, Head of Retirement Research and Inclusion Transformation, Bank of America Workplace Benefits

Panel 3: 2:00 pm - 3:15 pm 

Title: Policy Panel: Retirement Policy: View from the Hill  

Moderator:

  • Chantel Sheaks, VP, Retirement Policy, US Chamber of Commerce  

Panelists: 

  • Kara Getz, Chief Counsel for Ways & Means, Democratic Staff
  • Kevin McDermott, Labor Policy Director, Committee on Education and Workforce, Democratic Staff
  • Ben Ridder, Tax and Social Security Policy Advisor, Committee on Ways and Means, Republican Staff 
  • Michael Sinacore, Pension Policy Director, U.S. Senate Committee on Health, Education, Labor, & Pensions, Chairman Cassidy

Break: 3:15 pm – 3:30 pm 

 

Panel 4: 3:30 pm – 4:15 pm 

Title: Way Forward for Retirement Security  

Moderator:

  • David John, Senior Strategic Policy Advisor, Public Policy Institute, AARP; Nonresident Senior Fellow, The Brookings Institution   

Panelists: 

  • Rodney Harrell, Ph.D. Vice President, Home and Community, AARP Public Policy Institute  

  • Paul Fronstin, Ph.D., Director of Health Benefits Research, Employee Benefits Research Institute  

  • Jack Vanderhei, Ph.D., Director for Retirement Studies, Morningstar Center for Retirement and Policy Studies  

  • Jason Fitchner, Ph.D. Senior Fellow, Bipartisan Policy Center; executive Director, Retirement Income Institute, Alliance for Lifetime Income  

 

Closing Remarks by AARP and the US Chamber of Commerce: 4:15 pm – 4:30 pm  

  • Debra Whitman, Ph.D. Chief Public Policy Officer, AARP  

  • Chantel Sheaks, VP, Retirement Policy, US Chamber of Commerce  

 

Reception and Networking: 4:30 pm – 6:00 pm