9:00 AM - 9:55 AM:       Breakfast & Registration

10:00 AM - 10:05 AM:   Welcome

• Gary Koenig, Vice President, Financial Security, AARP Public Policy Institute
• Chantel Sheaks, Vice President, Retirement Policy, U.S. Chamber of Commerce

10:05 AM - 11:05 AM:    New Research on Plan Design and Retirement Security

• James Choi, Ph.D., Professor, Yale School of Management, Yale University
• Sarah Holden, Ph.D., Senior Director, Retirement and Investor Research, Investment Company Institute
• Jason Seligman, Ph.D., Senior Economist, Investment Company Institute
• Kelly Hahn, Head of Retirement Research, Vanguard
• Pamela Hess, Executive Director, Retirement Research Center, DCIIA

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

11:05 AM - 12:35 PM:   Employer and Provider Perspectives on Plan Design and Retirement Savings

• Rob Watts, Associate Vice President, Benefits Planning, Nationwide
• Brian Coleman, Vice President of Total Rewards, Dawn Foods
• Alexandra Paul Richardson, Principal , Mercer
• Dan Froehlich, Senior Consultant, Fidelity Workplace Consulting

Moderator: Sandy Pappa, Principal, Buck Consultants

12:35 PM - 12:55 PM:     Lunch Break

12:55 PM - 1:55 PM:       New-Age Innovations in Retirement Savings 

• Laurel Taylor, Founder and CEO, Candidly
• Sid Pailla, Founder and CEO, Sunny Day Fund
• Jean Smart, Founder and CEO, Penelope
• Megan Fitzgerald, Director of  Legal, Betterment

                                  Moderator: Tim Flacke, Co-Founder and CEO, Commonwealth (Invited)

1:55 PM - 3:00 PM:       Policy Panel: SECURE 1.0, 2.0, and Beyond

• Jeanne Wilson, Retirement Counsel, House Committee on Education and Workforce
• Paul LaPointe, Legislative Assistant, Senator Tim Kaine
• Kendra Isaacson, Principal, Mindset
• John Scott, Ph.D., Project Director, Retirement Savings, Pew Research Center

Moderator: Chantel Sheaks, Vice President, Retirement Policy, U.S. Chamber of Commerce

3:00 PM - 3:15 PM:       Break

3:15 PM - 4:15 PM:       Way Forward for Retirement Savings and Retirement Plan Design

• Rich Johnson Ph.D., Senior Fellow and Director, Program on Retirement Policy, Urban Institute (Invited)
• Sita Slavov, Ph.D., Professor, George Mason and Nonresident Senior Fellow, American Enterprise Institute
• Angela Antonelli, Research Professor and Executive Director, Center for Retirement Initiatives, Georgetown University
• Craig Copeland, Ph.D., Director, Wealth Benefits Research, Employee Benefit Research Institute

                                  Moderator: David John, Senior Policy Advisor, AARP and Deputy Director, Retirement Security Project, Brookings Institute

4:15 PM - 4:30 PM:       Closing Remarks

• Gary Koenig, Vice President, Financial Security, AARP Public Policy Institute
• Chantel Sheaks, Vice President, Retirement Policy, U.S. Chamber of Commerce

4:30 PM - 6:00 PM:        Cocktail Reception