VIDEO: MAKING IT EASIER TO SAVE
Publicly Sponsored Private Retirement Savings Programs
DOL Rules: Options, Opportunities and Challenges
Monday, September 12, 2016
10:00 AM – Noon
Eight states – California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, Oregon, and Washington – have passed legislation to establish retirement savings arrangements for private sectors workers who currently lack access to plans through their employers.
On August 25, 2016, the White House and the U.S. Department of Labor (DOL) announced a final rule to allow states to create their own programs and issued a new proposed rule that would allow some larger cities to also establish such programs.
AGENDA
10:00 AM – 11:00 AM Expanding Access: A Discussion of the Path Forward
The Honorable Phyllis Borzi, Assistant Secretary, Employee Benefits Security Administration, U.S. Department of Labor
Moderated by: Michael Kreps, Principal, Groom Law Group
11:00 AM – Noon Perspectives on Options, Opportunities and Challenges
Kathleen Kennedy Townsend, Former Lt. Governor of Maryland and Member of the Maryland Commission on Retirement Security and Savings
John Adler, Director, Mayor’s Office of Pensions and Investments, New York City
Julian Federle, Chief Policy and Programs Officer, Office of the State Treasurer, Illinois
Steve Hill, Director of Retirement Security Campaigns, Service Employees International Union
Richard Mourdock, Former Treasurer, State of Indiana
Moderated by: Angela Antonelli, Executive Director, Georgetown University Center for Retirement Initiatives