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.
BREAK
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.
BREAK
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
Wednesday, January 22, 2020 Networking Reception
Thursday, January 23, 2020
Opening Remarks
Washington Update — Secure Act
What Are the Models for State-Facilitated Retirement Savings Programs
and the Status of State Programs and Studies?
What Are Best Practices to Adopt in Program Management and Governance?
What Works Well for Successfully Engaging Employers, Employees, and Key Stakeholders?
Presentation of 2020 Distinguished State Leader Award
What Are the Myths and Realities of Managing Program Scale, Budgets, Costs, and Fees and Is There a Role for Multi-State Collaboration?
What Are the Key Considerations in Investment Decision-Making?
What Are the Guiding Do’s and Don’ts for Program Studies, Crafting Legislation,
and Program Design?
What Opportunities Do State Programs Create for the Private Sector?
