May 12 EBRI Policy Forum to be Live-Streamed: “Is There a Future for Retirement?”

EBRI to Host 2011 Spring Policy Forum on Retirement Issues: Live Streamed Broadcast Available through IFEBP

The nonpartisan Employee Benefit Research Institute (EBRI) will have its 68th Policy Forum in Washington, DC, on May 12, 2011, from 9:00 a.m. to 1:00 p.m. EST. The Forum will address, “Is There a Future for Retirement?” and feature expert panelists from a range of organizations.  It will be live streamed by the International Foundation of Employee Benefit Plans (IFEBP).

No registration is required to watch.  To view the live presentation, visit   Prior to the presentation, virtual attendees are encouraged to view a sample presentation to ensure they can view the live forum.

Agenda for EBRI’s 2011 Spring Policy Forum

Thursday, May 12, 2011
9 a.m. to 1 p.m. EST
Henry J. Kaiser Family Foundation
1330 G Street NW, Washington, DC 20005

Opening presentation
     o  Dallas Salisbury, President and CEO,  EBRI

Second presentation
     o How long will Baby Boomers and Gen Xers need to work for a 50, 70, and 80 percent probability of adequate retirement income?  Jack VanDerhei and Craig Copeland, EBRI

  • Panel 1: Can financially feasible retirement ages be kept within a generally acceptable range for a significant percentage of U.S. households?
       o Lori Lucas, Executive Vice President and Defined Contribution Practice Leader, Callan Associates: Summary of the causes of inadequate retirement savings. 
       o Stacy Schaus, Senior Vice President Defined Contribution Practice, PIMCO: Retiring on Time in the Reality of the New Normal.
       o Mathew Greenwald, President, Mathew Greenwald & Associates: The Potential for Better Asset Management in Retirement to Increase Financial Security.
       o Jack VanDerhei, Research Director, EBRI:  Retirement policy in the U.S.: Does it facilitate people who want to save for retirement?
  • Panel 2: What are the implications/consequences of a significant percentage of Gen Xers and Baby Boomers needing to work past Social Security NRA for a financially feasible retirement?
       o Sandra Timmermann, Vice President and Director, Mature Market Institute, MetLife
       o Anna Rappaport, Anna Rappaport Consulting: Challenges to successful later retirement: disability, individual knowledge and perceptions, and opportunities
       o Sue Meisinger, Director at National Academy of Human Resources
  • Panel 3: Is there a future for retirement? (Short comments by a range of experts)
       o Dan Rosshirt,  Principal, Retirement Services Consulting, Deloitte Consulting LLP
       o Deb Cohen, Chief Knowledge Development Officer, Society for Human Resource Management
       o Randy DeFrehn, Executive Director, National Coordinating Committee for Multiemployer Plans
       o Tracey Flaherty, Senior Vice President, Government Relations and Retirement Strategy, Natixis Global Associates
       o Tom Johnson,  Senior Vice President, Retirement Income Security, New York Life Insurance Company
       o Charles Clark, Director, Employee Benefits Research Group, Milliman, Inc.
       o Josh Cohen, Defined Contribution Practice, Russell Investments
       o Laurie Nordquist, Executive Vice President, Institutional Retirement and Trust Wells Fargo
       o Steve Utkus, Principal, Vanguard Center for Retirement Research

Final Remarks
     o Dallas Salisbury, EBRI


The Employee Benefit Research Institute (EBRI) is a private, nonprofit research institute based in Washington, DC, that focuses on health, savings, retirement, and economic security issues. EBRI does not lobby and does not take policy positions.

The International Foundation of Employee Benefit Plans is a nonprofit organization, dedicated to being a leading objective and independent global source of employee benefits, compensation, and financial literacy education and information.

About ebriorg
President and CEO, EBRI

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