Past Webinars

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Small Businesses & Retirement Readiness:
Vermont Embraces a Multiple Employer Plan Approach
June 7, 2017

States are leading the way by developing innovative new approaches to helping more small businesses and private sector workers save for retirement. One of these approaches is through the establishment of a multiple employer plan (MEP). Vermont will be the first state to offer a MEP to small businesses and workers as an option to help increase retirement savings.

But what is a MEP? What are the advantages of a MEP?

During this one hour webinar, panelists will provide an overview of the challenges facing small businesses today, why Vermont has chosen to establish a MEP, and some of the considerations for the design and operation of a state-facilitated MEP.

Presentations by:
The Honorable Beth Pearce, Treasurer, State of Vermont
Matt Birong, Owner, 3 Squares Café, Vergennes, Vermont
David Morse, Partner, K&L Gates LLP
Wendy Young Carter, Vice-President, Public Sector, Segal
Barb Van Zomeren, Senior-Vice President, Ascensus

June 15, 2016

Building Effective Retirement Savings Programs: International Lessons

Presentations by:
Zak May, Director of Policy, Industry Super Australia [PDF]
Will Sandbrook, Executive Director, Strategy and Public Public Policy, UK NEST [PDF]
Keith Ambachtsheer, Director Emeritus of the International Centre for Pension Management (ICPM) at the Rotman School of Management, University of Toronto. His book “The Future of Pension Management” was released. [PDF]


April 27, 2016

Retirement Security: States, Financial Literacy and the Workplace

Presentations by:
Lisa Massena, Executive Director, Oregon Retirement Savings Plan [PDF]
Daniel Garcia-Diaz, Director, Financial Markets and Community Investment, U.S. Government Accountability Office (GAO) [PDF]
Professor Annamaria Lusardi, Denit Trust Chair of Economics and Academic Director, Global Financial Literacy Excellence Center, George Washington University [PDF]


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