CRI Roundtable: States & Stakeholders Discussion on DOL’s Proposed Rule and Guidance

On December 10, 2015, the CRI hosted a roundtable states and stakeholders discussion about Department of Labor’s Notice of Proposed Rulemaking and Interpretive Bulletin related to state retirement savings arrangements, issued on November 18, 2015. The objective of the roundtable was to discuss the interpretation of the DOL’s policies and how they would work with states’ retirement security initiatives. The Center hosted state staff representing California, Illinois, Oregon, Washington, Connecticut, Maryland, and New York City. We appreciate their time and participation in this roundtable session hosted at Georgetown University. Special thanks goes to David Morse of K&L Gates and Michael Kreps of Groom Law Group, as well as representatives from AFSCME, AFT, AARP, Aspen Institute, Brookings Institution, CFED, Pension Rights Center, New America, NIRS, SEIU, The Pew Charitable Trusts, and WISER for their participation.

From L to R: John Abraham, AFT; Jeremy Smith, Aspen Institute, Carolyn McKinnon, Washington State Dept. of Commerce, Genevieve Ballinger, Connecticut Retirement Security Board, Susan Scheer, New York City Comptroller’s Office
From L to R (head of the table): Kathleen Kennedy Townsend, CRI Founder; Michael Kreps, Groom Law Group; Angela Antonelli, CRI Executive Director; David Morse, K&L Gates
From L to R: Andrew Blevins, Pew; Courtney Eccles, Illinois State Treasurer’s Office; Lisa Massena, Oregon State Treasurer’s Office; Christina Elliott, Acting Executive Director, California Secure Choice Program; Grant Boyken, California State Treasurer’s Office