Agenda

 

8:15 a.m. – 9:15 a.m.  Registration and Networking (coffee and light breakfast)

9:15 a.m. – 9:20 a.m. Welcome and Introductions

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

9:20 a.m. – 10:20 a.m. What the Research Says

• Michael Majors, Vice President, HR Solutions, Paychex
• Angie Chen, Senior Research Economist, Household Finance Lead, Boston College
• Craig Copeland, Director, Wealth Benefits Research, Employee Benefit Research Institute

Moderator: Ben Storey, Director, Retirement Research & Insights, Retirement & Personal Wealth Solutions, Bank of America 

10:20 a.m. – 11:20 a.m. What Small Employers Say

• Tony Hill, Managing Partner, Edwards & Hill Communications, LLC
• Roger Sherman, BBQ Pitmaster & Owner, The District Pit BBQ Catering Company
• Aaron Smith, Co-Founder, Savi

Moderator: Kevin Crain, Managing Principal, Crain & Associates

11:20 a.m. – 11:30 a.m. Networking Break

11:30 a.m. – 12:30 p.m. What the Agencies Say

• Helen Morrison, Benefits Tax Counsel, U.S. Department of the Treasury (Invited)
• Ali Khawar, Principal Deputy Assistant Secretary, Employee Benefits Security Administration, U.S. Department of Labor
• Stephanie Fekete, Director of Interagency Affairs & Acting Assistant Chief Counsel for Congressional & Legislative Affairs, Office of Advocacy, U.S. Small Business Administration

Moderator: John Scott, Project Director, Retirement Savings, The Pew Charitable Trusts

12:30 p.m. – 1:45 p.m. Lunch

1:45 p.m. – 2:00 p.m.  Morning Summary

2:00 p.m. – 4:00 p.m. Roundtable Discussion

4:00 p.m. – 5:30 p.m. Cocktail Reception