2020 State Facilitated Retirement Savings Program Network (SRSPN)
On January 22-23, 2020, the CRI hosted its annual invitation-only State-Facilitated Retirement Savings Program Network (SRSPN) Annual Conference at the University of Miami in Coral Gables, Florida. Topics discussed included best practices in program management and governance; myths and realities of program budgets and costs; the role of multi-state collaborations; considerations in investment decision-making; best practices in the program design and drafting legislation; and the opportunities state programs create for the private sector. The annual Distinguished State Leader Award was presented to Michael Frerichs, Illinois State Treasurer.
Wednesday, January 22, 2020
5:00 p.m. – 7:00 p.m.
Opening Networking Reception (RSVP required at registration)
Thursday, January 23, 2020
7:30 a.m. – 8:00 a.m.
Registration, Breakfast, and Networking
8:00 a.m. – 8:10 a.m.
Opening and Welcome
8:10 a.m. – 8:45 a.m.
Washington Update — Secure Act
Moderator: Hank Kim, Executive Director, National Conference on Public Employee Retirement Systems (NCPERS)
8:45 a.m. – 10:00 a.m.
What Are the Models for State-Facilitated Retirement Savings Programs and the Status of State Programs and Studies?
Moderator: Angela Antonelli, Research Professor and Executive Director, Georgetown University Center for Retirement Initiatives
- State Updates from the attending states
10:00 a.m. – 10:20 a.m.
10:20 a.m. – 11:10 a.m.
What Are Some Best Practices to Adopt in Program Management and Governance?
Moderator: Michael Clasen, Deputy Treasurer, State of Vermont
11:10 a.m. – Noon
What Works Well for Successfully Engaging Employers, Employees and Key Stakeholders?
Moderator: Julie Ellsworth, Treasurer, State of Idaho
Noon – 12:50 p.m.
Lunch & Presentation of the Distinguished State Leader Award
12:50 p.m. – 1:40 p.m
What Are the Myths and Realities of Managing Program Scale, Budgets, Costs and Fees and Is There a Role for Multi-State Collaboration?
Moderator: Michael Frerichs, Treasurer, State of Illinois
1:40 p.m. – 2:30 p.m.
What Are the Key Considerations in Investment Decision-Making?
Moderator: John Adler, Director, New York City Mayor’s Office of Pensions & Investments
2:30 p.m. – 2:40 p.m.
2:40 p.m. – 3:30 p.m.
What Are the Guiding Do’s and Don’ts for Program Studies, Crafting Legislation and Program Design?
Moderator: Dave Young, Treasurer, State of Colorado
3:30 p.m. – 4:20 p.m.
What Opportunities Do State Programs Create for the Private Sector?
Moderator: Tim Burgess, former Mayor, Seattle, Washington, and Board Member, Seattle Retirement Savings Plan Board of Administration
4:20 p.m. – 4:30 p.m.
Supporting the States in 2020 and Beyond: Wrap-up Discussion & Key Takeaways
A Special Thank You to Our Signature Event Sponsors